Pledge Reports

There are various reports that can be run for pledges. They are all run in the same manner. The process is as follows:

1. Expand the Pledge menu.
2. Click on Pledge Reports.
3. The Pledge report window is displayed. The reports are listed on the left side.
4. Click on the report you wish to run.
5. Complete the criteria section on the right.
6. Click GENERATE.

Criteria section

Once you select your report, the criteria section of the report window will change. For the majority of the reports, you’ll need to select a date range and which funds you wish to report on. When you click GENERATE you’ll be taken to the Pledge Report Output Window.

Output Window

The report will be displayed on the left side of the window. If all the results don’t fit in this window you can use the scroll bars to move up & down or left to right. There are a standard set of buttons on the right side of the window. These are as follows:

1. PAGE SETUP – this button allows you to choose the paper size and orientation of the page for your printed report.
2. PREVIEW – This button will allow you to preview your printed report.
3. PRINT – click this button to send your report to the printer.
4. CUSTOMIZE – the customize button puts the report in the Roll Call spreadsheet program. From here, you can save the report to a text file, change fonts, change columns widths, change column headers, etc.
5. ZOOM IN – to view the report in a larger font, click Zoom In.
6. ZOOM OUT – to view the report in a smaller font, click Zoom Out.
7. SAVE REPORT – this allows you to save the report spreadsheet.
8. SAVE SET – allows you to save this set of people to use in a different part of the program.
9. CREATE LABELS – this allows you to print address labels for the folks listed in your report.
10. WRITE LETTER – this allows you to create a mail merge letter for the folks listed in your report.
11. EMAIL – the email option allows you to email all the people in your report OR to email the report to someone else.

Pledge Status Report

The pledge status report lists the folks who have pledged to a specific fund and calculates how much they’ve pledged for a date range. The report lists the name, how much they pledged for a period and how much they gave for the same period.

To run the report:

1. Expand the Pledge menu.

2. Click on Reports.

3. Click on Pledge Status on the left side.

4. Select your date range.

5. Select the fund you wish to run this for.

6. Click GENERATE.

Pledge Comparison report

The pledge comparison, compares multiple pledge funds. For example if you wanted to compare how much folks pledged to the 2015, 2016 and 2017 campaigns, you could do that through this report.

To run the report:

1. Expand the Pledge menu.
2. Click on Reports.
3. Click on Pledge Comparison on the left side.
4. Select the funds you wish to list across the top.

5. Click GENERATE.

Pledge Fund Comparison report

The pledge fund comparison, lists the funds you select, the amounts pledged and the amounts received for each selected fund.

To run the report:

1. Expand the Pledge menu.
2. Click on Reports.
3. Click on Pledge Fund Comparison on the left side.
4. Select the funds you wish to list.

5. Click GENERATE.

Pledge Giving report

The pledge giving report can list all folks who have given to a pledge fund regardless if they pledged or not.

To run the report:

1. Expand the Pledge menu.

2. Click on Reports.

3. Click on Pledge Giving on the left side.

4. Select the funds you wish to list across the top.

5. Choose the people you wish to include. a. Those that pledged and gave. b. Those that did not pledge but gave. c. All people who gave whether they pledged or not.

6. Click GENERATE.