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Contribution Statements - Pledge Summary
Posted: Wed Nov 15, 2023 10:12 am
by JKPC Finance
I am a new user and fumbling my way through my first batch of contribution statements. How do I get the Pledge Summary to show what the annual pledge is rather than the year to date pledge? Example: Someone pledges $120 per month. I run statements through 10/31/2023. In the Pledge Summary it shows 1/1/2023-12/31/2023 $120.00 per month. However under the Pledge column it only shows $1,200 (which is the YTD pledge amount and not the full year amount).
Re: Contribution Statements - Pledge Summary
Posted: Wed Nov 15, 2023 12:43 pm
by NeilZ
JKPC Finance wrote: ↑Wed Nov 15, 2023 10:12 am
I am a new user and fumbling my way through my first batch of contribution statements. How do I get the Pledge Summary to show what the annual pledge is rather than the year to date pledge? Example: Someone pledges $120 per month. I run statements through 10/31/2023. In the Pledge Summary it shows 1/1/2023-12/31/2023 $120.00 per month. However under the Pledge column it only shows $1,200 (which is the YTD pledge amount and not the full year amount).
When you are going through the Contribution Statement report options, when you get to the section that states
What contributions do you want to include?,
uncheck[/i] the box that says Print details for the same dates and change the ending date on the line that says print details for dates to 12/31/2023 (or the year where the pledge ends).
Does that help ?
Re: Contribution Statements - Pledge Summary
Posted: Thu Nov 16, 2023 10:03 am
by JKPC Finance
Thank you for the reply and I understand what you are saying. I tried it and it is still not showing correctly. Is there a way for me to email you a copy of the statement so you can see what I am seeing?
Print Pledges (checked)
Print Pledge Balance Outstanding Line (checked)
Include totals for dates 1/1/2023 - 10/31/2023
Uncheck box Print Details for same dates
Print Pledges (checked)
Print Pledges Balance Outstanding Line (checked)
Re: Contribution Statements - Pledge Summary
Posted: Thu Nov 16, 2023 1:03 pm
by NeilZ
JKPC Finance wrote: ↑Thu Nov 16, 2023 10:03 am
Thank you for the reply and I understand what you are saying. I tried it and it is still not showing correctly. Is there a way for me to email you a copy of the statement so you can see what I am seeing?
Print Pledges (checked)
Print Pledge Balance Outstanding Line (checked)
Include totals for dates 1/1/2023 - 10/31/2023
Uncheck box Print Details for same dates
Print Pledges (checked)
Print Pledges Balance Outstanding Line (checked)
Did you adjust the DATES under the 'Print details for same dates' line ?? Make sure those dates are from 01-01-2023 to 12-31-2023
Re: Contribution Statements - Pledge Summary
Posted: Tue Nov 21, 2023 11:56 am
by JKPC Finance
Here are the parameters I chose:
Include totals for dates 1/1/2023-11/21/2023
Uncheck box - Print Details for same dates
Print details for dates 1/1/2023 - 12/31/2023
Checked Print Pledges
Checked Print Pledge Balance outstanding line.
Statement shows 1/1/2023-12/31/2023 $4,000 per month
Under Pledge Column shows $44,000 which is 11 months
Under Actual Column shows $32,000 which is correct
Difference shows -$12,000
Should I contact the help desk? Thank you!
Re: Contribution Statements - Pledge Summary
Posted: Tue Nov 21, 2023 4:28 pm
by NeilZ
JKPC Finance wrote: ↑Tue Nov 21, 2023 11:56 am
Here are the parameters I chose:
Include totals for dates 1/1/2023-11/21/2023
Uncheck box - Print Details for same dates
Print details for dates 1/1/2023 - 12/31/2023
Checked Print Pledges
Checked Print Pledge Balance outstanding line.
Statement shows 1/1/2023-12/31/2023 $4,000 per month
Under Pledge Column shows $44,000 which is 11 months
Under Actual Column shows $32,000 which is correct
Difference shows -$12,000
Should I contact the help desk? Thank you!
Um .. yes .. in fact I'll send them a note from here. I believe is should show the total pledge for the year there, with a small line underneath listing the pledge period along with the pledged amount per week, or month, or year.
Re: Contribution Statements - Pledge Summary
Posted: Tue Nov 21, 2023 5:01 pm
by Zorak
JKPC Finance wrote: ↑Tue Nov 21, 2023 11:56 am
Include totals for dates 1/1/2023-11/21/2023
Since the "Print details for same dates" checkbox and second set of dates are optional, it is based on that first date range. I verified if you run the report to select totals for dates 1/1/2023-12/31/2023, the Pledge Summary uses the full year calculation.
The concept is to not show the full year's worth of pledge amounts as due when you run the report throughout the year ($10 per month in March would show $30 due on the pledge, not $120 due)
Re: Contribution Statements - Pledge Summary
Posted: Wed Nov 22, 2023 10:10 am
by JKPC Finance
Thank you. That is exactly what we want to show. We have alot of members that pay their pledge once a year. Also, it's good to know that contributions entered and not posted will not appear on the contribution statement. Have a Happy Thanksgiving!!!