constituent singlepledge summary report

Former Member
Former Member $organization

Hello everyone,

Our development department has a request that I am wondering if you can help guide me on.

 

For a single pledge in a constituent record is there a report or procedure that provides a summary of the following on one page:

 

1)      The total pledge, total payments and total outstanding to be paid

2)      The pledge payment schedule including amounts and dates

3)      The transaction log for this contribution that shows the actual payment dates and amounts to compare with the pledge payment schedule

 

They would like this for internal analysis purposes, as well as being able to provide this schedule and payment information to a donor, if requested.

I’m thinking about the look of something like the Full Bio Report, which does show 1) from above under the Contributions header for all contributions in their record, but to be able to isolate the one pledge and provide all of the above details would be great.

Thanks,

Duane

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