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Report/ Dashboard to show pledges due by fiscal year or campaign

Kari Swenson
$organization

Hi everyone - 

I'm hoping to create some type of report that shows pledges due by fiscal year or campaign.  The current standard reports only allow filtering by fund, fiscal period, or contribution date, but since some pledges come in one fiscal year for the next, it would be hard to determine which ones belong to the current FY.

Thanks in advance!

Parents
  • $organization

    This missing data always drives me nuts! I've always had a custom report built with Campaign and other info, BUT you can rely on the fund activity report and contribution ref_no to pull over Campaign to the stock report. To keep that export from taking too long, I would run the pledge report, save those people to a list, run the fund activity report on that list, and then use gift ref_no to vlookup Campaign.

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  • $organization

    This missing data always drives me nuts! I've always had a custom report built with Campaign and other info, BUT you can rely on the fund activity report and contribution ref_no to pull over Campaign to the stock report. To keep that export from taking too long, I would run the pledge report, save those people to a list, run the fund activity report on that list, and then use gift ref_no to vlookup Campaign.

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