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,
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