Pledge Reminder Report

Reports Central: Fundraising --> Pledges

To provide a list of upcoming pledges with contact information.

Report Parameters

Selected report parameter information displays below the title of the report.

Parameter Name Required Description
Schedule Start Date Required

Choose the specified scheduled start date from you want to run this report on from the date text box.
Schedule End Date Required

Choose the specified schedule end date through you want to run this report on from the date text box.
Pledge Type Required

Choose the specified pledge type you want to run this report on from the drop-down list.
Fund Optional

Choose the specified fund you want to run this report on from the drop-down list.
Campaign Optional

Choose the specified campaign you want to run this report on from the drop-down list.
Appeal Optional

Choose the specified appeal you want to run this report on from the drop-down list.
Purpose Optional

Choose the specified purpose you want to run this report on from the drop-down list.
Remit To Optional

Choose the specified remit to you want to run this report on from the drop-down list.

Report Fields

This report can produce output in a browser window (HTML) or as an Excel spreadsheet containing the following information:

Column Name Description
Customer Type

Lists the customer type.
Customer ID

Lists the customer ID.
Sort Name

Lists the customer sort name.
Individual Full Name

Lists the individual full name.
Customer Salutation 1, 2, 3, 4

Lists the customer salutation.
Donor Salutation

Lists the donor salutation.
Organization Name

Lists the customer organization name.
Address Line 1, 2, 3, City, State, Zip Code, Country

Lists the customer address.
Donor VIP Y/N

Lists the donor VIP status.
Pledge Date

Lists the pledge date.
Pledge Order Code

Lists the pledge order code.
Campaign Code

Lists the campaign code.
Fund Code

Lists the fund code.
Appeal Code

Lists the appeal code.
Purpose

Lists the pledge purpose.
Package Code

Lists the package code.
Pledge Type

Lists the pledge type.
Installment #

Lists the installment number.
Total # of Installments

Lists the total number of installments.
Installment Amount

Lists the installment amount.
Total Pledge Amount

Lists the total pledge amount.
Total Pledge Paid

Lists the total pledge amount paid.
Total Pledge Balance

Lists the total pledge balance.
Next Installment Date

Lists the next installment date.
Remit To Contact

Lists the remit to contact information.
Remit To Name

Lists the remit to name.
Remit To Address Line 1, 2, 3, City, State, Zip

Lists the remit to address.
Remit To Phone

Lists the remit to phone number.
Remit To Fax

Lists the remit to fax number.