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?
It’s in the Finance folder – but you have to be sure you have permission to see it. I don’t know how your system was set up, but ours has some strange limitations on who can see which reports.
____________________________
Julie P. Hamre
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Trego Sent: Thursday, October 01, 2015 8:05 AM To: Julie Hamre Subject: RE: [Tessitura Development Forum] Expected Payments and Projections Report
Hi there,
I was just wondering - is Pledge Balance Detail Report a custom report? I can't seem to find it.
Many thanks
Amy
From: Marie Kocher <bounce-mariekocher5698@tessituranetwork.com> Sent: 7/29/2015 2:02:04 PM
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
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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
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