FUN - Projected Pledge Collections
Overview
The Fundraising 'Projected Pledge Collections' report provides details of projected pledge payments by month.
Use the fields on the 'General' tab to filter the data produced in the report.
The date picker 'Calendar' icon on the 'Pledge Date' and 'Installment Due Date' field, displayed in the 'General' tab is a date range picker, e.g. All pledges with an 'Installment Due Date' between 01/01/06 and 31/12/06.
You could use a combination of these two date fields to filter your data, e.g. Pledges that were initially made last year where a scheduled instalment is due in the current month.
To include pledges which have no instalments recorded, then check the option 'Include pledges without scheduled payments'. For these pledges, this report will treat the pledge as a single scheduled payment using the pledge date as the 'Installment Due Date'.
Important!
If you do not select the option 'Include pledges without scheduled payments' then pledges that do not contain any scheduled payments will be excluded from the report.