I'm hoping there is a simple answer to this question that I'm just overlooking as a new user.
I'm trying to pull a list of all contributions to a select fund and need it to include stand-alone donations, pledges, and pledge installments. I'm getting stuck on the pledge installments. Ideally I'd love the date and amount of each gift with a column indicating if it is a donation, pledge, or installment. Pledge balance would be a bonus.
The ultimate goal is an easy to read report that I can send to my development team. We recently switched from Raiser's Edge so the development team is used to seeing an Excel but if we can get the the same information in an easy to understand way via a report or Analytics that would be ok.
Thanks in advance for any guidance anyone can provide.
Cross posted in reports/analytics.
Hi Melissa, I think you're looking for the Fund Activity Report, which delineates pledges, gifts and pledge payments. I'd be happy to share reporting documentation I made for our department - may give you a leg up on a few more reports that will come in handy. Email me at mhall@clevelandorchestra.com if you'd like to have it.
Best,Megan