Pledge Projection Report

The Pledge Projection prints pledge amounts for the current month. This report can be used to analyze Pledge To Date, Paid Against Pledge, Pledge Outstanding, and Paid Non Pledge totals.

Filters

  1. Complete the following filters as needed.
    • Date for Report 
    • Purpose - Choose the purpose to include from the drop-down list.
    • Include Inactive Pledges?
    • When Are Pledges Due:
      • Beginning of Cycle
      • End of Cycle
    • Include Inactive Pledges In Paid Against Pledge Column?

Options

  1. Complete the following options as needed.
    • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
    • Banded Rows?

Report

  1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. 
  2. Click the Close Cancel button to return to the dashboard.

 

 

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