Pledge payment reporting help needed

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Hello. I’m new to Tessitura, only in my second month, and have encountered a reporting problem I’m not sure how to solve.

 

I have been using the “pledge gift” report to get information on who gave how much on what date. Last month this worked fine, but now that I have pledge payments in their second month, I realize that the report will not pull pledge payments received. (For example, if someone makes a $60 pledge in July and pays $10 of it, that shows on the July report. When they pay another $10 in August, I don’t see it on the August report because Tessitura counts it as a July transaction—when in fact that second $10 payment arrived in August.)

 

This is unacceptable for our financial reporting because I need to know the “who/how much/what date” for every gift, regardless of whether it’s part of a pledge. It’s also important that the report pull the date the payment was made (not the “transaction date,” i.e., whatever day I’m working in the computer, and not a posting date).

 

I would appreciate hearing how other people get around this problem. If you have created a custom report, would you be willing to share code that I could pass on to one of our more IT-knowledgeable staff? Any advice or guidance would be appreciated. Thanks!

Parents
  • Alaina,

    As much as I like the Pledge Gift report it will not do everything.  One option for your situation:

    Schedule the Fund Activity report to run daily (or just run it daily yourself).

    Make sure your "Group By" criteria is "Constituent" this will give you detail by constituent.  You can limit the funds you want to view or leave blank to select all.

    Dale

Reply
  • Alaina,

    As much as I like the Pledge Gift report it will not do everything.  One option for your situation:

    Schedule the Fund Activity report to run daily (or just run it daily yourself).

    Make sure your "Group By" criteria is "Constituent" this will give you detail by constituent.  You can limit the funds you want to view or leave blank to select all.

    Dale

Children
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