Pledges Grid
Information and reporting available on the Pledges grid.
What is the Pledges grid?The Pledges grid is an overview of all existing pledges, with the amount due, amount paid and remaining balance for each. You can find this grid by going to Workspace Fundraising Pledges. The Pledges grid is only updated for pledge payments and write offs once per day, overnight…3 min readCan I export pledge information?Yes, you can export the view you have created on the grid to an Excel file by selecting Actions and then selecting Export To Excel File. The excel spreadsheet should download in your web browser automatically. If it does not please be sure to have your pop up blocker disabled.1 min readHow do I see pledge payments that are overdue?The Pledges Grid in the Fundraising Module allows you to see and filter the pledges by the due date. To see overdue pledges you can filter the Due Date column to be "Equal to or Before" and enter the date as today's date. Or you can use the filter in the side bar for Due Date. Y…1 min readHow do I see if a payment has been received?You can view the pledges due and amounts paid for all constituents by viewing the main Pledges Grid in the Fundraising Module. You can view the Date Paid and Amount Paid. If there is a date in the Date Paid column, but $0 or less than the Amount Due in the Amount Paid column, ch…1 min readPledge ReportsComing soon.1 min read