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.
A few thoughts that might help get things rolling for you:
Finance Cube, using filters like 'Pledge Status' to look at 'partially paid' and 'paid in full'. Rows for 'Transaction Date', 'Received Amount', and so forth.