IO Reports - Pledge Reports: How to set up and run the Families Without Pledges Report

How to set up and run the Families Without Pledges Report

  1. Go to the Pledge Reports page.
    • Using the Navigator Bar on the left, click the carrot next to Reports and then select Pledge from the expanded options.
      -or-
    • Using the Reports Card, select Pledge.
      Navigatge_to_Pledge_Reports.png
  2. On the Pledge Reports screen, choose the Fund and then the Families Without Pledges report. You may also mark the option to include people who have made $0 contributions.
    Families_without_pledges.png
  3. Once you have made all of your selections, you may create either an Excel or a PDF file and then save it to your hard drive or print off the report.
    export_report.png
  4. The report will open to your screen upon clicking the download button.
    ReportOutputFamiliesWithoutPledges.png
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