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    Pledge History with Payment Information Report
    • 08 Aug 2023
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    Pledge History with Payment Information Report

    • Updated on 08 Aug 2023
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    Pledge History with Payment Information Report

    This report lists all Pledges, sorted by Donor.

    When you run the report you will be given the option to include or exclude payment details. If you include these details, the report will list the Pledge information for each line item. If you do not include details, you will only see the information for the entire Pledge.

    NOTE: You can access this report from anywhere in FIMS by selecting Reports > Pledges > Pledge History with Payment Information.

     Pledge History with Payment Information Fields

    Field

    Description

    Plg. #

    The Pledge number.

    Donor ID and Name

    The Donor’s ID code and report name.

    Date

    The Pledge (or line item) due date.

    Org Pledge Amt.

    The total Pledge amount.

    Amount Paid

    The amount that has been paid on the Pledge.

    Write-Off / Adj.

    The Pledge amount after any adjustments or write-offs.

    Outstanding

    Any outstanding amount on the Pledge.

     Running the Pledge History with Payment Information Report

    1. In the Pledge Management module, select Reports > Pledge History with Payment Information. The Format Options window opens.
    Format Options Window

    2. Select or clear the following checkboxes to determine the information that will appear on your report:

    • Include Payment Data: Adds a line for each line item in the Pledge.
    • Include Write-Offs: Includes Pledges that have been written off in the report.
    • Display Write-Offs Only: Only lists Pledges that have been written off in the report.

      NOTE: You must also select the Include Write-Offs checkbox in order to display Write-Offs only.

    3. Click OK.

    4. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.

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