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Expected Payments and Projections Report

Scott Podraza
$organization

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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  • $organization

    I use 2-3 reports to do this for me:

    ·         “Pledge Balance Detail Report” to keep track of running totals.

    ·         My finance department likes to look at the “Yearly Cash Planning Report” to establish cash flow.

    ·         “Pledge Billing” report to help generate pledge reminders.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Scott Podraza
    Sent: Tuesday, July 28, 2015 4:22 PM
    To: Marie Kocher <mkocher@kcballet.org>
    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!

Reply
  • $organization

    I use 2-3 reports to do this for me:

    ·         “Pledge Balance Detail Report” to keep track of running totals.

    ·         My finance department likes to look at the “Yearly Cash Planning Report” to establish cash flow.

    ·         “Pledge Billing” report to help generate pledge reminders.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Scott Podraza
    Sent: Tuesday, July 28, 2015 4:22 PM
    To: Marie Kocher <mkocher@kcballet.org>
    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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