Unpledged Detail Report
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Unpledged Detail Report
I am trying to see that member contributions have been applied correctly to their pledges. Some members have contributed but have not pledged. There is a summary report that gives unpledged totals [Contribution Fund Pledged/Unpledged Totals] but I cannot find a detail report showing who those unpledged contributions belong to AND the amounts of those contributions. Does anyone know of such a report? Thanks.
Re: Unpledged Detail Report
You could run the Posted Contributions report on the fund in question, checking the box for Show pledge information. This will give you a detailed list of all contributions per envelope number, and by including the 'show pledge information' you can see who has pledged or not. Be prepared for a rather large report, depending on the size of your congregation, so I'd save it to PDF.Wagner wrote: ↑Sat Jul 23, 2022 2:32 pmI am trying to see that member contributions have been applied correctly to their pledges. Some members have contributed but have not pledged. There is a summary report that gives unpledged totals [Contribution Fund Pledged/Unpledged Totals] but I cannot find a detail report showing who those unpledged contributions belong to AND the amounts of those contributions. Does anyone know of such a report? Thanks.
By limiting the report to the fund in question you'll only see contributions to that fund.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: Unpledged Detail Report
Thanks. I think this will work. It's a lot of data but I may be able to calm it down a bit by exporting it to excel and working some power query magic on it.