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Pulling Pledge Payments

Carlos García León
$organization

Hola! 

My name is Carlos, and I'm relatively new to Tessitura. While the videos and help from my colleagues have been pretty helpful so far, I've run into a situation that no one can seem to figure out. 

Here's my dilemma: I'm trying to pull a list of all contributions from constituents for a calendar year. I've managed to figure out both Donor FY Giving Summary and the Constituent Contribution Summary Receipt Utility. However, when looking at the data, it doesn't include the individual pledge payments made within the set dates. Is there a way to do this via another report or via an element in an output settings through a list? 

Any help, insight, and some good vibes (cause it's stressing me out), would be sincerely appreciated. 

All the best, 

Carlos (he/they) 

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  • $organization

    Hi Carlos,

    None of the standards elements for Pledge Payments are Multi-Row Elements, and will only offer you aggregates payment amounts within a specified date filter. You might be able to do something in the Analytics Finance cube though. The payment schedules are not in there, but the payments that have been made can be shown individually. How something is ultimately designed in Analytics fluctuates based on your goals, but here's a sample of what that might look like (especially given Heath's excellent contribution to the Community).

    pulling_2D00_pledge_2D00_payments.dash

    This is truly just one way to go about it, and any but-can-its or could-I-justs would likely require some re-work. It is currently limited to Pledges. And while the Payment value is limited by the Transaction Date Year, the Pledged and Balance values are not. Were they limited as well, the initial pledge and any payments outside the scope of the selected Transaction Date Year would be missing from the output. These latter two values are also built with a formula to suppress their values when there are multiple payments, in an effort to only render them on the contributions' subtotals, rather than being repeated on each payment row. 

    In any case, just a peak into what's possible on the Analytics side. 

    Best,
    Chris

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  • $organization

    Hi Carlos,

    None of the standards elements for Pledge Payments are Multi-Row Elements, and will only offer you aggregates payment amounts within a specified date filter. You might be able to do something in the Analytics Finance cube though. The payment schedules are not in there, but the payments that have been made can be shown individually. How something is ultimately designed in Analytics fluctuates based on your goals, but here's a sample of what that might look like (especially given Heath's excellent contribution to the Community).

    pulling_2D00_pledge_2D00_payments.dash

    This is truly just one way to go about it, and any but-can-its or could-I-justs would likely require some re-work. It is currently limited to Pledges. And while the Payment value is limited by the Transaction Date Year, the Pledged and Balance values are not. Were they limited as well, the initial pledge and any payments outside the scope of the selected Transaction Date Year would be missing from the output. These latter two values are also built with a formula to suppress their values when there are multiple payments, in an effort to only render them on the contributions' subtotals, rather than being repeated on each payment row. 

    In any case, just a peak into what's possible on the Analytics side. 

    Best,
    Chris

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