Hi Tessitura Community!
I'm looking for any insight this group may have. I ran into this issue when pulling total giving for our EOY tax receipts. In List Manager, I didn't see a way to include payments made on multi-year pledges, so to capture an accurate total giving, I manually had to go into the pledge for certain constituents to add up how much they paid on their pledge in either the calendar year or our fiscal year.
Is there a better way to pull that information in a list or report? Let me know if I can give more clarification to my question. Thanks!
Hi Molly,
Depending on how you enter gifts and post batches, the Transaction by Posting report might work. An organization in our consortium post batches to the date that money is received, so this report works well for them in finding the actual dollars given to their organization in a time frame. Select the post date range and the transaction type, such as Gift, Gift Adjustment, Pledge Payment and Pledge Payment Adjustment to find how much was actually paid. Select No for include payment. You can also filter on a list, if there is only a small group of people you need to review. When you save the file out, you can filter out any funds that you might not want to include and then pivot it to add up the totals if needed.
Another option could be using Analytics and the Finance cube to find money paid in a time frame.
Hope that helps you get started.
T.C.
I am working on this too and trying to use the V15 recipe book to build
Pledge Payments by Transaction Date
and
Unpaid Pledge Payments
The issue I am running into is that I don't know where to go to set up the VIEW in the recipe
Example: https://docs.tessitura.com/Help_System/Content/Recipe%20Books/Output%20Sets/Pledge%20Payments.htm
I feel like this would help you get what you need as well. I am currently using the Fund Activity Report to find pledge payments and manually add them to folks annual contribution summaries but that is not sustainable once we get farther into our Capital Campaign.
Hope this helps,
Laurel
My first thought was also the Finance Cube in Analytics. While this is on a smaller scale, I include pledge payments in a weekly gift report and what I've got set up are values that pull Total Debit Amount, filtered by the Transaction Type being Pledge Payment Received. You can also post in the Fundraising & Development Community in case folks there have thoughts.