User Support Forum

I'm running PCPV11 and I'd like to be able to find all the contributions (by envelope) that were posted to a fund but not posted to a pledge.

When I run the Contributions Summary by Fund Report and limit the report to the fund in question, I get a summary for the Pledged Amount, both for the amount given and for the amount pledged for the selected period.

I also get a "Non-Pledged" summary line. It shows an amount given (in my case, $3,025) and, of course, the amount pledged is blank.

If I export the report to Excel and filter by the envelopes which have 0 for the amount pledged, and non-zero for the amount given, I get 10 envelopes with $2,770 for the amount given and 0 for the amount pledged.

Question: how can I find the other contributions which are associated with this fund, but are not associated with a pledge?

I'd like to do some clean up, or at least understand what's accounting for this difference.

Thanks,

Terry,

I'm not sure what report you're talking about here. When you see the list of Reports under the Contribution module, which one do you select?

FWIW ... the reason you may be getting two different numbers is that you may be seeing loose cash offerings in one and not the other, or you may have had people deleted and their offerings get sent to the 99999 internal envelope number and thus not displayed in an envelope number listing.

Neil-

The report I referred to originally is entitled "Condensed Statements for Office" in the Contribution Reports list. The "Contributions Summary by Fund" prints in the report header and can't be edited in the report dialog.

I can see the same summary numbers, but not the detail by envelope number, if I run the report named "Pledged to Unpledged Totals".

Neither of your other suggestions can be the cause - loose cash collections have a designated envelope and we haven't deleted any members.

Terry

Terry,

they were the only two options I can see that would cause this issue inside the program. You get the same numbers from two different reports, so I'm fairly sure that the reports being generated are correct.

Since you're exporting to Excel, then doing some filtering and stuff there, an error could have been introduced there. Again, just trying to point out areas where a cause could be found.