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<< Click to Display Table of Contents >> Navigation: THE MAIN MENU > The Reports ⇒ Pledge Sub-Menu |
This page lists all of the options on the Reports ⇒ Pledge sub-menu. They can also be run by using the Report Browser and drilling down into the PLEDGE REPORTS.
Like almost all other reports, they can be run from an automated reports script. Instructions for the arguments needed to do so from a reports script are included below the description of each report. The Name= argument for each one is always taken from the choices you drill-down through to find that report in the Report Browser.
Which Pledge reports are available varies, depending on the settings in the Pledges tab of Maintenance ⇒ Main Window Options. And if you uncheck the showing of the Annual Pledge field on the Donor tab of Maintenance ⇒ Main Window Options, this sub-menu does not appear at all.
Note: In Canada when split receipting is used, the donation amounts counted in any of the following reports is the Eligible Amount, not the Total Amount. In all other cases and other countries, the amount is always the donation's Amount or Total Amount field.
The following two reports are always available:
| Current Year Pledges and Totals: If the Pledging Type is Simple Annual Pledge: |
| Lists all donors with their donation amounts and annual pledge amounts for the current year. Only includes donors who have either a donation amount or a pledge for the current year. See Pledges in DONATION for more information on pledges. If the Pledging Type is Annual with Start Date and Category, or Multi-Year: Lists all donors who have pledges, with the pledge start date and category, and the pledge amount, total amount donated in the current year towards the pledge, and outstanding amount (or $0 if the pledge has been fulfilled or even overpaid). To run this from an automated reports script, the main argument to RunReport() is: Name= Pledge Reports -> Current Year Pledges and Totals See below for an explanation of when a FiscalYear= argument is also required. |
| Current Donor Details | Shows the pledge information for this donor, plus the list of all donations so far that go towards fulfilling the pledge. Exactly what is shown in this report varies with the pledging type as set in the Pledge tab of Maintenance -> Main Window Options. To run this from an automated reports script, the main argument to RunReport() is: Name= Pledge Reports -> Current Donor Details See below for an explanation of when a FiscalYear= argument is also required. |
Note: for both of the reports above, if you have checked the "Pledges are on a fiscal year basis" checkbox in the Pledges tab of Maintenance ⇒ Main Window Options, the reports are modified to be on a fiscal year basis rather than the standard calendar year basis. In that case, another argument is needed for RunReport in a reports script:
FiscalYear= Prior or Current
The following reports are only available if the Pledging Type is Multi-Year:
| Multi-Year Pledges and Totals | Lists all donors who have pledges, with the pledge start date, number of years and category, the pledge total amount (for all years), the total amount donated (in all years) and the outstanding amount (or $0 if the pledge has been fulfilled or even overpaid). To run this from an automated reports script, the only argument to RunReport() is: Name= Pledge Reports -> Multi-Year Pledges and Totals |
| One Start Date Pledges | Lists all donors with pledges with a specified start date, with their number of years, end date, category, pledge total amount, and total amount donated. To run this from an automated reports script, the arguments to RunReport() are: Name= Pledge Reports -> One Start Date Pledges Date=, which can be a named date or specific date in your computer's date entry format (see here for more details) |
| Fulfilled Multi-Year Pledges | Lists all donors with pledges that have been fulfilled (paid entirely), with the pledge start date, number years, latest payment date (which is normally the date on which the pledge was fulfilled, unless there have been excess payments), pledge category, pledge total amount (for all years), and the total amount donated. Sorted in descending order of latest payment date. This report could be useful for identifying when donors who are paying by pre-authorized payments, who need to have those payments stopped. To run this from an automated reports script, the only argument to RunReport() is: Name= Pledge Reports -> Fulfilled Multi-Year Pledges |
| Future-Year Projections | Lists all donors with pledges that extend at least into the following year, with their pledge start date and category, their pledge amounts for each of the next 5 years, and overall pledge totals for each of those years. To run this from an automated reports script, the only argument to RunReport() is: Name= Pledge Reports -> Future-Year Projections |