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Pledge to Actual defined dates

Posted: Wed Aug 24, 2011 9:44 pm
by RDPHELPS
Hi,
Pledge to Actual Comparison report always gives me the year to date values, even when I change the defined dates, it worked fine until this month. Any suggestions?
Ron

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 8:42 am
by NeilZ
RDPHELPS wrote:Hi,
Pledge to Actual Comparison report always gives me the year to date values, even when I change the defined dates, it worked fine until this month. Any suggestions?
Ron
I don't believe that there have been any updates released lately. What version of Powerchurch ??

Are you changing the Calculation Date ??

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 10:00 am
by RDPHELPS
Thanks,
Using v11.1 with the latest updates. I'm not changing the calculation dates.
I've checked three computers, all do the same thing. I've looked for setting changes and everything looks fine,
but I may have missed something.
Ron

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 10:59 am
by Zorak
It sounds like your pledges are defined as annual or one-time period. PowerChurch Plus won't be able to calculate a year to date for those like it does monthly or weekly pledges.

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 11:55 am
by RDPHELPS
Thanks
I re-checked and all of the pledges are defined as weekly.
Ron

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 12:42 pm
by Zorak
Does the "Amounts calculated as of" line on the top of the report show 8/25 or 12/31? I know you said you aren't changing it, but V11 now allows you to save report profiles and set them to run as default.

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 1:12 pm
by RDPHELPS
Thanks,
Header reads:
"Pledges from 07/01/2011 to 07/31/2011"
"Amounts calculated as of 08/25/2011"

I did a "reset report options" and there were no changes.

Ron

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 2:16 pm
by Zorak
I just re-read your initial post... If you don't want it to give year to date amounts, change the Calculation date to 12/31/2011.

The date selection where you are selecting 7/1 to 7/31 just chooses pledges that were active in that date range. The calculation date field is what controls the year to date amount calculations.

Re: Pledge to Actual defined dates

Posted: Thu Aug 25, 2011 3:38 pm
by RDPHELPS
Thanks,
That gives me the total for year pledged vs pledge received for year to date.
I'm looking for the month of July pledged amount vs pledge amount received for July.
Ron

Re: Pledge to Actual defined dates

Posted: Fri Aug 26, 2011 9:25 am
by Zorak
The Pledge Statement is the only report that I can think of that will give you the pledge activity for a specific date range like the month of July. All other pledge reports show you the total pledge status as of a certain date.