Has anyone figured out how to see upcoming scheduled pledge payment dates and amounts in Analytics?
Using the Contributions Cube, I’ve been able to show Total Pledges (with a balance due > 0), Total Received, and Total Due (balance Amount). I haven’t been able to locate a data source for pledge payment dates in Analytics. Any help would be appreciated.
Best I've managed to get is the schedule dates, amount paid, balance amount and total amount
Contribution date does the schedule for me but I've not been able to get the schedule amount
Stumbling upon this as I'm working to create a dashboard where we can potentially monitor pledge payments. I'm interested to understand how you were able to get the contribution date to filter and become the payment dates.
Transaction date is in the Finance Folder. This probably has more info than you are after but have a go at this Pledges.dash
It pays to search around! I have been looking for the Pledge Payment Date for a bit and found this email string from a couple of years ago. Your dashboard pointed me in the right direction and I now have visibility to this elusive date. Thanks, Heath!
I have a pledge payment schedule SSRS report floating around here somewhere as well if that's of use :)
Thank you for highlighting that SQL script in the conversation above. That is really useful!
Full SSRS report is here https://www.tessituranetwork.com/en/Files/Shared-Reports/Pledge-Schedule-Balance-Report
Thank you so much for sharing this report! It's exactly what we need and will help us tremendously. I passed the files on to a colleague to get the report set up, and he wanted me to ask if you have an XML file to accompany the others that you provided.
Give this a crack.
or pop me an email and I'll bundle up the 3 (SQL, RDL, XML)
SDC_Pledge_Schedule_Balance.XML