Pledged to Actual Comparison

[NeilZ]

Hi all,

I'm trying to make a custom report based on the format of this standard report, but without the address line, nor the fund and pledge dates information.

The reason for this is that our Presbytery has changed to Powerchurch from Quicken, and the standard report prints out on 9 pages, whereas a one line report just showing the numbers prints out on one possibly two pages.

What I need to do is create a report data item for the percentage paid. What I tried so far is giving me an error, and I'm not sure why. Could it be the display format??

In any case, a quick outline of the steps would be appreciated.

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OK .. here's some wishlist items. This is for a Presbytery, which expects each church to pay toward the support of the local Presbytery, Synod and Denominational headquarters. I'm certain there are other such congregation and church organizations that operate in the same manner. There are a few things I would like to see, if at all possible.

Pledged to Actual Report (so that a custom report is not necessary)
1. add in some selection options to exclude the address and pledge period dates
2. if only one fund was selected to report on, he amounts appear on the same line as the envelope number and name
3. option to include zero amount pledges in the report (see wishlist item below)

Pledge Maintenance
Create a global pledge creation function for those organizations that require all active members to pledge to a fund. This function would accept a Contribution Fund number, and a pledge beginning and end date. It would then create pledge records for each member with an opening pledge of zero per year. Then as the pledges are received the user can update that pledge data, to include how the pledge would be paid (weekly, monthly, etc).

Some background:

All churches in the presbytery are bound by polity to pay "per capita" to support the higher councils of the church. Not all do, some withhold it or can't afford it, and that needs to be reflected in reports to the Presbytery Council, as well as the Presbytery at large at the bi-monthly Presbytery meetings.

Currently, in order for these churches who have not made a pledge to appear on the report, they have to have a pledge entry made of one dollar. Allowing for a pledge of zero would properly reflect the pledged amounts.

[fpchurch]

Hi Neil,
For the first wishlist item:
Not sure if this is helpful but often I have to run the pledge to actual report for the Trustees without any identifying information. This is what I do. I save the report as an excel spreadsheet. Then I select the pledge data columns, scrolling down to only include the cells that actually have data in them. Then I move the data up 1 row. This aligns it with the envelope # and name. I then sort the whole report by column A. This puts all addresses in one selection that I can delete. Then I can delete the column with names and envelope numbers. I usually then sort the whole thing by pledged low to high. This allows the BOT to see what has been pledged and what has been paid but not by who.

[NeilZ]

Hi Neil,
For the first wishlist item:
Not sure if this is helpful but often I have to run the pledge to actual report for the Trustees without any identifying information. This is what I do. I save the report as an excel spreadsheet. Then I select the pledge data columns, scrolling down to only include the cells that actually have data in them. Then I move the data up 1 row. This aligns it with the envelope # and name. I then sort the whole report by column A. This puts all addresses in one selection that I can delete. Then I can delete the column with names and envelope numbers. I usually then sort the whole thing by pledged low to high. This allows the BOT to see what has been pledged and what has been paid but not by who.

I have no problem doing this, but its not for me. That said, I can do this as a custom report that works but I need the setup to do a report data item to show the percentage paid.

Thanks for the idea however.