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!
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.