Standard Pledge Reports
The Pledge Reports Template Group
contains report templates that can be used for billing and analysis of
pledges.
When you activate the New Criteria item under the
Reporting World in the Millennium Explorer, you will see the names
of the standard reporting groups (libraries). When the Pledge group is
selected, all standard templates available for that group will appear
in an indexed page in the display frame to the right. Each template name
in the group will appear in an alphabetical listing. You may scroll or
use the index letters at the top of the page to locate the name of the
desired template.
Each name appears as a hyperlink to the display
of a Report Form, showing the suggested criteria and report options, which
can be modified as necessary. Standard formats have also been established
for each template.
Each report template in this library is described
in the following document, with suggestions for user modifications. All
report templates utilize the Millennium standard Generic Worktable.
Each utilizes a standard Millennium format definition of the same
name as the report template. These were created using the third party
software, Crystal Reports.
In this document, each template description includes
a thumbnail view of a sample report that was produced using the report
template that is being described. For a larger view of the sample report,
click on the thumbnail and an additional browser will open, showing a
scanned image of the print version of the sample report. When you are
finished viewing the larger image, close that browser to return to this
document in the original browser.
C
Cash
Forecast Annual by Donor
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Purpose and Description:
|
This report provides a projection of expected revenues
per fiscal year. This is shown in columns, one for the prompted year,
one for each of the following 4 years, one for all years beyond that time,
one for pledges without a due date, and a grand total, organized by constituent
name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
Param 1: Input beginning month of FY (jan = 1,
feb = 2, etc.); 7
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|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Parameters:
|
If your institution uses a fiscal year beginning
with a month other than July, you should edit Parameter 1 accordingly.
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TOP
Cash
Forecast Annual by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per fiscal year. This is shown in columns, one for the prompted year,
one for each of the following 4 years, one for all years beyond that time,
one for pledges without a due date, and a grand total, organized by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
Param 1: Input beginning month of FY (jan = 1,
feb = 2, etc.); 7
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Parameters:
|
If your institution uses a fiscal year beginning
with a month other than July, you should edit Parameter 1 accordingly.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
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TOP
Cash
Forecast Monthly by Donor
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|
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Purpose and Description:
|
This report provides a projection of expected revenues
per month, starting with July and continuing for the next 5 months, and
a grand total. This report takes into consideration only those pledge
payments that come due in the specified months. The report is intended
to be edited for any beginning month. It is organized by constituent name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Exclude duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
TOP
Cash
Forecast Monthly by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per month, starting with July and continuing for the next 5 months, and
a grand total. This report takes into consideration only those pledge
payments that come due in the specified months. The report is intended
to be edited for any beginning month. It is organized by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Exclude duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
|
TOP
Cash
Forecast Quarterly by Donor
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per quarter, starting with July and continuing for the next 5 quarters,
and a grand total. This report takes into consideration only those pledge
payments that come due in the specified quarters. The report is intended
to be edited for any beginning month. It is organized by constituent name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
TOP
Cash
Forecast Quarterly by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per quarter, starting with July and continuing for the next 5 quarters,
and a grand total. This report takes into consideration only those pledge
payments that come due in the specified quarters. The report is intended
to be edited for any beginning month. It is organized by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
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TOP
P
Pledge
Aging Report by Donor
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Purpose and Description:
|
This report provides a schedule of delinquent pledges
broken down into increments of 0-30, 31-60, 61-90, 91-180 and over 180
days. The information is organized alphabetically by Individual.
|
|
Criteria:
|
The standard criteria selects all Payments that
have a balance and whose due date is prior today's date (the date on which
the report is run).
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|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Include deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Payments table is still the
key table.
|
|
Options:
|
Options should not be changed.
|
TOP
Pledge
Aging Report by Solicitation
|
|
|
Purpose and Description:
|
This report provides a schedule of delinquent pledges
broken down into increments of 0-30, 31-60, 61-90, 91-180 and over 180
days. The information is organized by Purpose (Account Name).
|
|
Criteria:
|
The standard criteria selects all Payments that
have a balance and whose due date is prior today's date (the date on which
the report is run).
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Include deceased
|
|
Parameters:
|
None
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Payments table is still the
key table.
|
|
Options:
|
Options should not be changed.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
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TOP
Pledge Bills
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|
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Purpose and Description:
|
This report will produce pledge reminders for all
payments that are currently due or past due, and which have a balance
remaining. It is intended to be printed onto a pre-printed form designed
for mailing.
The bill (reminder) shows the constituent's ID,
name and preferred address, and payment information. This includes the
amount originally pledged, the amount paid to date, the amount that is
past due, the amount that is currently due, the sum of the past and currently
due amounts, and the amount that remains to be paid on the pledge in the
future.
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|
Criteria:
|
The standard criteria selects all rows from the
Payments table, that are linked to a Giving Transaction, that have a balance
remaining, and a due date prior to or equal to today's date.
|
|
Report Options:
|
Allow duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
The standard sort for this format is by constituent
name.
|
|
HTML Compatibility:
|
This report is not intended for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Payments must always be the key table. The Due
Date for the Payments may be edited to a date other than the current day.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The format should be adjusted to the wording and
layout of your institution's reminder forms.
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TOP
Pledge
Bills - Sustainer
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|
|
Purpose and Description:
|
This report will produce reminders for all Sustainer
Payments (only) that are currently due. It is intended to be printed onto
a pre-printed form designed for mailing.
The bill (reminder) shows the constituent's ID,
name and preferred address, and the amount that is currently due.
|
|
Criteria:
|
The standard criteria selects all rows from the
Sustainer Payments table, that are linked to a Giving Transaction, that
have a prompted due month, and the have a billable flag that is active.
|
|
Report Options:
|
Allow duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
The standard sort for this format is by constituent
name.
|
|
HTML Compatibility:
|
This report is not intended for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Sustainer Payments must always be the key table.
The Due Month for the Sustainer Payments may be edited to a fixed month
rather than a prompt.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The format should be adjusted to the wording and
layout of your institution's reminder forms.
|
TOP
Pledge
Payments Schedule
|
|
|
Purpose and Description:
|
This report prints letters to constituents, showing
the expected schedule of payments for a recent pledge. It will list
the date of the pledge, pledged amount, campaign, account, the list of
payment due dates, and the amount for each payment.
|
|
Criteria:
|
The standard criteria selects all pledge transactions
from the Giving table with an Effective Date in a prompted date range.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
This report is grouped by giftkey and sorted by
Payment due date.
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements could be added to
further narrow the selection but the Giving table must remain as the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The format must be edited to include the contact
name, title, phone number, signer's name and title, along with any other
desired text for the letter.
|
TOP
Pledge
Reminder Summary
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|
|
Purpose and Description:
|
This report provides a listing of constituents
for whom pledge reminders may be generated. This report selects constituents
who have Giving Payment rows with balances remaining and which have due
dates on or before the current date.
The report shows the original amount of their pledge,
the amount paid, the balance, the amount past due, the amount currently
due, and the amount that will be due in the future. (Which includes Payments
that do not have a specified due date.) The report will also show a total
for each of those columns.
|
|
Criteria:
|
The standard criteria selects all Payments that
are linked to the Giving table, that have a balance remaining, and which
have a due date on or before 'Today's Date'.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
The standard sort for this format is by Last Name.
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements could be added to
further narrow the selection but the Payment table must remain as the
key table.
|
|
Options:
|
Options should not be changed.
|
TOP
Pledge
Status by Donor
|
|
|
Purpose and Description:
|
This report provides a breakdown by Donor of the
Amount Pledged, Amount Paid, Future, and Past Due Receivables from the
Giving table.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge that have a balance remaining to be paid.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
The standard sort for this format is by constituent
name.
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements could be added to
further narrow the selection but the existing statements should not be
altered, and the Giving table must remain as the key table.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The date that is used for the basis of past due
payments may be altered.
|
TOP
Pledge
Status by Solicitation
|
|
|
Purpose and Description:
|
This report provides a breakdown by Solicitation
of the Amount Pledged, Amount Paid, Future, and Past Due Receivables from
the Giving table.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Pledge that have a balance remaining to be paid.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
The standard sort for this format is by Solicitation.
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements could be added to
further narrow the selection but the existing statements should not be
altered, and the Giving table must remain as the key table.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The date that is used for the basis of past due
payments may be altered.
|
TOP
S
Sustainer
Pledge Forecast Annual by Donor
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per fiscal year from sustainer pledges. This is shown in columns, with
one for the prompted year, and one for the following year, with a grand
total. This report is organized by constituent name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
Param 1: Input beginning month of FY (jan = 1,
feb = 2, etc.); 7
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Parameters:
|
If your institution uses a fiscal year beginning
with a month other than July, you should edit Parameter 1 accordingly.
|
TOP
Sustainer
Pledge Forecast Annual by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per fiscal year. This is shown in columns, one for the prompted year,
one for the following year, and a grand total, organized by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
Param 1: Input beginning month of FY (jan = 1,
feb = 2, etc.); 7
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Parameters:
|
If your institution uses a fiscal year beginning
with a month other than July, you should edit Parameter 1 accordingly.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
|
TOP
Sustainer
Pledge Forecast Monthly by Donor
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per month from sustainer pledges, starting with July and continuing for
the next 5 months, and a grand total. This report takes into consideration
only those sustainer pledge payments that are expected in the specified
months. The report is intended to be edited for any beginning month. It
is organized by constituent name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Exclude duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
TOP
Sustainer
Pledge Forecast Monthly by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per month from sustainer pledges, starting with July and continuing for
the next 5 months, and a grand total. This report takes into consideration
only those sustainer pledge payments that are expected in the specified
months. The report is intended to be edited for any beginning month. It
is organized by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Exclude duplicates, Do not combine spouse names,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
|
TOP
Sustainer
Pledge Forecast Quarterly by Donor
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per quarter from sustainer pledges, starting with July and continuing
for the next 5 quarters, and a grand total. This report takes into consideration
only those sustainer pledge payments that are expected in the specified
quarters. The report is intended to be edited for any beginning month.
It is organized by constituent name.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
TOP
Sustainer
Pledge Forecast Quarterly by Solicitation
|
|
|
Purpose and Description:
|
This report provides a projection of expected revenues
per quarter from sustainer pledges, starting with July and continuing
for the next 5 quarters, and a grand total. This report takes into consideration
only those sustainer pledge payments that come due in the specified quarters.
The report is intended to be edited for any beginning month. It is organized
by Solicitation.
|
|
Criteria:
|
The standard criteria selects all Gift transactions
with a type of Sustainer Pledge.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
HTML Compatibility:
|
This report is suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements may be added to
further narrow the selection as long as the Giving table is still the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Run Options:
|
For faster run time, set Format Names equal to 'No'.
|
TOP
Sustainer
Pledge Payments Schedule
|
|
|
Purpose and Description:
|
This report prints letters to constituents, showing
the expected schedule of payments for a recent sustainer pledge.
It will list the date of the sustainer pledge, campaign, account, the
schedule of payment due dates, and the amount for each payment.
|
|
Criteria:
|
The standard criteria selects all sustainer pledge
transactions from the Giving table with an Effective Date in a prompted
date range.
|
|
Report Options:
|
Do not combine spouse names, Allow duplicates,
Exclude deceased
|
|
Parameters:
|
None
|
|
Sorting/Grouping:
|
This report is grouped by giftkey and sorted by
Sustainer Payment due date.
|
|
HTML Compatibility:
|
This report is not suitable for HTML viewing.
|
|
Customization Tips
|
|
Criteria:
|
Additional criteria statements could be added to
further narrow the selection but the Giving table must remain as the key
table.
|
|
Options:
|
Options should not be changed.
|
|
Format:
|
The format must be edited to include the contact
name, title, phone number, signer's name and title, along with any other
desired text for the letter.
|
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