Expected Payments and Projections Report

I'm trying to locate a report in Tessitura (or, another company who has a report built) that utilizes the Payment Schedule of a Contribution to identify upcoming expected payments. Ideally, we'd be able to use this for planning pledge reminders and/or quarterly cash flow projections. 

Does anyone have something like this?



[edited by: Scott Podraza at 5:22 PM (GMT -6) on 28 Jul 2015]
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  • Former Member
    Former Member $organization

    Scott, have you reviewed the Pledge Receivable Report and the Pledge Receivable by Period report that are in the Tessitura Finance report folder to see if they satisfy your reporting needs?

     

    Bob

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Scott Podraza
    Sent: Tuesday, July 28, 2015 5:24 PM
    To: Robert Bell <bbell@tessituranetwork.com>
    Subject: [Tessitura Development Forum] Expected Payments and Projections Report

     

    I'm trying to locate a report in Tessitura (or, another company who has a report built) that utilizes the Payment Schedule of a Contribution to identify upcoming expected payments. Ideally, we'd be able to use this for planning pledge reminders and/or quarterly cash flow projections. 

    Does anyone have something like this?




    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!

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  • Former Member
    Former Member $organization

    Scott, have you reviewed the Pledge Receivable Report and the Pledge Receivable by Period report that are in the Tessitura Finance report folder to see if they satisfy your reporting needs?

     

    Bob

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Scott Podraza
    Sent: Tuesday, July 28, 2015 5:24 PM
    To: Robert Bell <bbell@tessituranetwork.com>
    Subject: [Tessitura Development Forum] Expected Payments and Projections Report

     

    I'm trying to locate a report in Tessitura (or, another company who has a report built) that utilizes the Payment Schedule of a Contribution to identify upcoming expected payments. Ideally, we'd be able to use this for planning pledge reminders and/or quarterly cash flow projections. 

    Does anyone have something like this?




    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!

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