Aging Pledges

Public/Financials/Pledges

 

 

The Aging Pledges report is commonly used to analyze overdue pledges.

 

Displays: Account name and contact information, campaign, total obligation, total paid, total due, total current due, as well as amount due per past due date range. 

Note: The total obligation and total paid includes only those financials included in the query criteria.

 

Sample Query Criteria: The following query will print outstanding balances for all accounts that have an outstanding balance.  

Filter the Payment and Pledges TVF to select the financials to print on the report.

Filter the Account Info to select the accounts to print on the report.

 

Report Options:

Filter the report options ‘data to return’ for financial data to be included.

Filter the Address TVF  and Phone TVF to select the addresses and phones to print on the report.

 

 

Sorting: The accounts sort in alphabetical order.