Several of us cannot figure this out and we hope it is a simple answer that we are overlooking.
We have created a Dashboard to show contributions for the last X number of days. But, we cannot get it to pull Pledge Payments.
A predecessor created a custom report that pulls in Pledge Payments, but we are having a tough time grabbing the same field in Analytics.
See two attached screenshots of the same period. One is Analytics and the other is the Custom Report. (I should note that we are not SQL experts nor access the report set-up)
Mark Boyer: Are you all using Contribution Date as a filter? I think that Tessitura treats Pledge Payments as Transactions and the initial Pledge as a Contribution, so it wouldn't necessarily pull a Pledge Payment if the filter is looking for a Contribution.
Hi Mark. I was running into a similar issue and what I ended up doing was creating a widget in the Finance Cube using the Total Debit Amount value. I then filter by transaction date. Here is my dashboard: https://NARWANAWP004.tessituranetworkramp.com:443/app/main#/dashboards/5e559ad6e3ead41f8c0c13a4.
The only potential issue here is that I don't think it will show pledges that have had no payments made toward them. If anyone else out there has a better solution I'd love to hear it!
I ended up going a similar route as Colleen. Using Finance Cube to show the activity in the last 7days.
I filtered by Transaction Date (Last 7 Days) and Transaction Type (Pledge,Gift, and Pledge Payment). I display the data in a Pivot Widget using with Name, Transaction Date, Transaction Type, and Sum of Credit Amount.
Cons: Is that I haven't found a way to display Contribution specific information that exceeds transcaction filter date.
**edit in bold and italicized.
Colleen Miller,
I'm not able to open up your dashboard because it's on your Tessitura Analytics server. If you are inclined to share the dashboard. You can export a .dash (dashboard file) and attach it here. This .dash file does not include your data just the setup of your dashboard.
I don't think that the contribution cube has payments and payment schedules at this time.
Chris Wallingford or one of the analytics team may be able to confirm that.
I did a mod of a Pledge Payment Schedule with a 7 day Trans Date filter and got this. (I was using it with Balance Amount and Pledge Status for Capital Campaign Pledges)
Happy to shoot over a copy if you like
HI Colleen - can you export your dashboard? Thanks!
Yep, sorry! Does this work: /cfs-file/__key/communityserver-discussions-components-files/468/0601.WeeklyCampaignComparisonReport.dash
Thank you everyone for the responses. Using Brian Parker (Past Member) Finance Cube idea worked for what we needed. I agree that the split between the Contribution Cube and Finance adds some challenge, but at least we answered our initial question!
I've used the Contributions Cube to identify Pledges with a balance due.
Settings:
Filter by Pledge Status (Open Pledge, Partially Paid Pledge) and Balance Amount > $0..
The Total Pledge is SUM([Amount]. The Pledge Amount Received is SUM([Received Amount]). The Balance Due is SUM([Amount] - SUM([Received Amount]).
Also, I could've just used the Balance Amount Value instead of using the Amount - Received Amount formula and get the same result.