[Elaine Tucker]

ok, now that I've gottent that off my chest....

Here is the scenario:

At the end of each quarter I want to report in summary by fund to the business office:
1. the pledge balances at the beginning of the quarter
2. payments received during the quarter
3. Any write offs during the quarter
4. The pledge balance at the end of the quarter.

I'm using the pledge status report -- so far so good you would think.

We have a problem. (The following is happening for more than 1 fund, but I'm only going to use 1 fund in my example.)

Balance as of 12/31 (per report) $1,958,804

Activity during 1/1 thru 3/31 - none

Beginning balance on 3/31 report - 1,973,804

The beginning balance on the 3/31 report SHOULD match the ending balance on the 12/31 report. IT DOES NOT.

The following activity has occurred after 3/31:
Adjustment done 4/21 reverse payment 15,000
Write off done 4/21 write off pledge 15,000

I have attempted to write a crystal report for this, but can't even figure out how to export the data because none of the gifts involved are during the quarter.....

Yes, I am more than frustrated with this. I have an open case with Blackbaud and we are working on this.... however I wanted to post to the forum because I can't believe I'm the only one who would need this report.

If anyone has successfully done this, please post a response.

THANKS!

[Melissa Siobhan]

I am totally guessing here but would it help if you choose not to include the gift type of write offs. Probably not long term as you want write offs during the quarter and before don't you. Hmmmm - the joys of reporting.

[DebraGross]

Elaine

Does it make a difference if you check or uncheck the box on Gift Types to "Calculate balance based on date range, campaign, fund and appeal" ?
Deb

[izepp]

on the Gift Types tab. (Hi Debra, I remember you!)

I was having this problem, too, and this box lets you have the balance information be dependent upon the date ranges selected on the first tab. Otherwise, the balance information is always the most up-to-date information.

I don't remember for sure, but you may have to toggle the checkbos once for each column on the report (just remember to check for that).

Good luck! Ingrid