[BCRaven]

My brain is just not working. I need to get a group of all the pledges we had with balances before the start of the fy and show the payments that were made this fy. Can someone point me in the right direction?

Thanks!
Sara Kramer
Benedictine College

[ida]

not sure about this but shouldn't all of the pledges that had payments applied to them this fy have had balances last fy? so all you would have to do is find all the pledge payments this fy?

you would probably want to limit it to pledges that were entered before this fy as well.

[Randi]

There's a pledge status report in the canned reports. I think this is the one that does this. The box for "calculate pledges based on date, appeal, blah blah blah" has to be checked. I just learned this. Otherwise, it still counts payments made afterwards!

So there's a date that it shows you the balance before, and then the payments afterward. I don't think it shows detailed payment info - just sums of payments with final balances.

[Melissa Siobhan]

You can use that report and check the box to make a gift or constituent output query to put into another report should you need it as well.