Pledge Reporting

Mike

If you are looking for pledges made between Jan 09 thru this coming Dec 09 the Pledge Receivable report should do the trick.  You can limit by fund codes or even the amount of the pledge (in a range) as well as the balance due (in a range).  Other parameters are Billing Type, Pledge Status (Any balance due, No Pmt, Full Pmt, Partial Pmt) Report runs in summary or detail and of course you can use a list.

 If you are looking the outstanding balance at a particular point in time I don’t think there is one in the standard package.  The Met has a report  that is not in LIVE since it has some kinks in it but I can still use for snapshots.

There are other reports for tracking collections to if that’s what you are looking for.

Leslie M. McKinley

Director, Development Finances

Metropolitan Opera

Hello,

I would like to run a pledge report that can tell me what pledges are outstanding from January 09 to December 09. Please help.

Mike

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Mike

If you are looking for pledges made between Jan 09 thru this coming Dec 09 the Pledge Receivable report should do the trick.  You can limit by fund codes or even the amount of the pledge (in a range) as well as the balance due (in a range).  Other parameters are Billing Type, Pledge Status (Any balance due, No Pmt, Full Pmt, Partial Pmt) Report runs in summary or detail and of course you can use a list.

 If you are looking the outstanding balance at a particular point in time I don’t think there is one in the standard package.  The Met has a report  that is not in LIVE since it has some kinks in it but I can still use for snapshots.

There are other reports for tracking collections to if that’s what you are looking for.

Leslie M. McKinley

Director, Development Finances

Metropolitan Opera

Hello,

I would like to run a pledge report that can tell me what pledges are outstanding from January 09 to December 09. Please help.

Mike

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Thank you, Leslie. That is very helpful.