I'm trying to get a list of all constituents who donate on a monthly basis and how much. I've tried running the invoice detail report, but that only provides results that are linked to an order.
Has anyone had any success with pulling this sort of data?
Thanks!
How are the monthly contributions booked? Ours are booked as year-long pledges with a specific source, so we can easily use that source to pull a list and the Pledge Receivable by Period report to look at these people's monthly amounts.
I wrote a report that gives the payment schedule for any contributions that haven't been paid in full. I'm getting a proxy error when I try to insert the code, so I'll just say that I'd be happy to share, if you think it would be helpful. What I have is a stored procedure that feeds an InfoMaker object.