Historical data (pledges; invoices)

I'm hoping a clever person can help me out - I've been asked to provide a list of all outstanding pledges and invoices for a date in the past.

Running the Invoice Detail Report (for example) will show me a list of invoices that are outstanding right now, but is it possible to find a list of invoices that were outstanding, say, a couple of months ago?

I don't see anything immediately obvious out-of-the box. I could begin to have a tinker with a SQL query, but thought I'd check with you all to see if you have any pearls of wisdom!

C.//
X. 

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  • Hey Chris,

    Not sure how clever I am but could you use the Pledge Balance Detail report or Pledge Billing Summary reports? They appear to be out of the box. Concurrently, could you run this in T-STATS with parameters being unpaid pledges and save that as a list?

    Those are the only two things I can think of to get the data.

    Also...I hope all is going well across the pond.

    Chris Cuhel

    The 5th Avenue Theatre

Reply
  • Hey Chris,

    Not sure how clever I am but could you use the Pledge Balance Detail report or Pledge Billing Summary reports? They appear to be out of the box. Concurrently, could you run this in T-STATS with parameters being unpaid pledges and save that as a list?

    Those are the only two things I can think of to get the data.

    Also...I hope all is going well across the pond.

    Chris Cuhel

    The 5th Avenue Theatre

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