I'm hoping there is a simple answer to this question that I'm just overlooking as a new user.
I'm trying to pull a report of all contributions to a select fund and need it to include stand-alone donations, pledges, and pledge installments. I'm getting stuck on the pledge installments.
Ideally I'd love the date and amount of each gift with a column indicating if it is a donation, pledge, or installment. Pledge balance would be a bonus.
Thanks in advance for any guidance anyone can provide.
Point of clarification: are you looking for pledge payments received or to represent the future pledge payment schedule? The former is a lot easier than the latter to fold in with gifts (aka standalone donations), pledges, etc.
Hi Kate - I'm looking for pledge payments received. Essentially we want to see all incoming contributions to a fund over time and it helps to see the amount and date of each pledge payment.