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The Pledge to Date Status by Individual Report prints an analysis of each contributor's gifts in relation to their pledge commitments.

 To customize and print the Pledge to Date Status by Individual Report
  1. Under Searches and Reports, click the Reports tab.
  2. Select Contributions Reports from the drop-down list and click Go .
  3. Under Contributions in the upper sidebar, expand Statistics.
  4. Select the Pledge to Date Status by Individual report and click Customize.
  5. On the Report Options tab, select each option you want to include, then click Preview.
  6. When the report displays, click Print to print it.


The body of the report contains the following column headings:

Heading

Description

Envelope #

The contributor's envelope number.

Name

The name of the individual (or couple if it is a combined record).

Pledge to Date

The accumulated amount of a pledge on a specific date. For example, on June 30, a pledge of $100.00 per month for 12 months would have a Pledge to Date amount of $600.00.

Gifts to Date

The amount of gifts to date that have been given, including prepayments.

Difference

The difference between Pledge to Date and Total Gifts. (Total Gifts - Pledge to Date). If the Show true difference is selected, overpayments display as negative amounts. If the Show true difference is not selected, overpayments display as $0.00.

Percent Paid

Total gifts as a percentage of Pledge to Date. If the Show true difference check box is selected, over payments print the true percentage. For example, "125%". If the Show true difference check box is not selected, over payments print "100%".

Status

A description of pledge status. The status can be Paid, Over Paid, Under Paid, or No Pledge.



Additionally, a summary page is included at the end of the report. This page summarizes the following elements:

Element

Description

Total No Pledge(s)

Number of contributors who do not have a pledge for the selected year.

Total Over Paid Pledge(s)

Number of contributors who have contributed more than the Pledge to Date amount.

Total Paid Pledge(s)

Number of contributors who have contributed the Pledge to Date amount.

Total Under Paid Pledge(s)

Number of contributors who have contributed less than the Pledge to Date amount.

Total Zero Pledge to Date

Number of contributors who have a pledge that is not yet due (that is, the Pledge to Date amount is $0.00).

Note

Both contributors who do not have a pledge and contributors who have a pledge that is not yet due display as $0.00 in the Pledge to Date column.