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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]
Parents
  • $organization

    You should be able to find information about the Pledge Balance Detail Report on www.tessituranetwork.com. And yes, as Terry mentioned, you may not have permission for it.

     

    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 Terry Stevens
    Sent: Thursday, October 01, 2015 9:00 AM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: RE: [Tessitura Development Forum] Expected Payments and Projections Report

     

    It is a standard report.  If you can not see it in the Finance folder you will need to have permission in Tessitura Security to see it.  Ask your IT. 

    From: Scott Podraza <bounce-scottpodraza5004@tessituranetwork.com>
    Sent: 10/1/2015 1:49:19 PM

    I’m honestly not positive. It’s an Infomaker report, which leads me to believe that it is not custom.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Trego
    Sent: Thursday, October 01, 2015 7:04 AM
    To: Scott Podraza
    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

     

    ---

    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!




    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!




    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

    You should be able to find information about the Pledge Balance Detail Report on www.tessituranetwork.com. And yes, as Terry mentioned, you may not have permission for it.

     

    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 Terry Stevens
    Sent: Thursday, October 01, 2015 9:00 AM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: RE: [Tessitura Development Forum] Expected Payments and Projections Report

     

    It is a standard report.  If you can not see it in the Finance folder you will need to have permission in Tessitura Security to see it.  Ask your IT. 

    From: Scott Podraza <bounce-scottpodraza5004@tessituranetwork.com>
    Sent: 10/1/2015 1:49:19 PM

    I’m honestly not positive. It’s an Infomaker report, which leads me to believe that it is not custom.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amy Trego
    Sent: Thursday, October 01, 2015 7:04 AM
    To: Scott Podraza
    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

     

    ---

    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!




    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!




    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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