PSFS Offering - Pledges: How to generate a Pledger List where all the information is sorted into their own respective columns. 

 

How to generate a Pledger List where all the information is sorted into their own respective columns. 

  1. Select Offering → Pledges.
  2. Select the fund that the pledges are linked to
  3. Choose the family status that you want.
  4. Choose the family group that you want.
  5. Click View Pledges
    view_pledges.jpg
  6. Choose one of the following depending on the records you want to view:
    • If you want one complete list, click the arrow icon to export a CSV list.
    • If you want only certain pledge records exported select those first, then click the export arrow.
      select_records.jpg
  7. Open the CSV file and you will see each data point in its own column.

 

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