Does anyone have a good way of pulling donors by their final pledge payment date? I'm looking for a way to know what "monthly" (sometimes it isn't precisely monthly) donors will have completed their pledge soon and are ready to be solicited for renewal. I can't necessarily pull by gift date either, because our pledges last anywhere from 4-12 months from what I've observed so far.
I've jerry-rigged a way to extract the folks I want for now, but if anyone has a fancy bit of SQL I'd be much obliged.
The Pledge Receivable Report by Period report lets you see which pledges are due in the current period (you can choose from Month, Quarter, or Fiscal Year), the Next Period, or after the Next Period. It also shows what’s past due. We use this report in our monthly billing process.
Mark Frey | Woodruff Arts Center | P: 404.733.4277
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Megan Hall Sent: Wednesday, June 22, 2016 3:19 PM To: Mark Frey Subject: Re: [Tessitura Development Forum] Final Payment Date criteria
In our acknowledgement report we added the field "Contribution Balance" so we can easily see whose pledges completed.
Megan
From: Katie Krueger <bounce-katiekrueger4245@tessituranetwork.com> Sent: 6/22/2016 2:10:26 PM
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