Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Current Fiscal Year
Description
Designed to be used with a Pledge-based Selection Result, this report layout will group pledges by their payment frequency, then show the expected amount of revenue from pledge payments by month within the current fiscal year. Note that all of the pledge forecasting reports for fiscal years are currently designed to work on a standard fiscal year which begins in July and ends in June of the following calendar year. If you have a fiscal year with a different starting month, then your organization will require a custom version of these series of reports (contact your DonorQuest support representative about this).
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Current Fiscal Year (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Forecast From Pledges For Current Fiscal Year" report.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Next Fiscal Year
Description
Designed to be used with a Pledge-based Selection Result, this report layout will group pledges by their payment frequency, then show the expected amount of revenue from pledge payments by month for the next fiscal year.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Next Fiscal Year (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Forecast From Pledges For Next Fiscal Year" report.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Next Year
Description
Designed to be used with a Pledge-based Selection Result, this report layout will group pledges by their payment frequency, then show the expected amount of revenue from pledge payments by month for the next calendar year.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For Next Year (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Forecast From Pledges For Next Year" report.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For The Year, 2 Years From Now
Description
Designed to be used with a Pledge-based Selection Result, this report layout will group pledges by their payment frequency, then show the expected amount of revenue from pledge payments by month for the calendar year, two years from now. There are two additional versions of this report for calendar years which are 3 and 4 years from now.
Report Menu Name
Pledges - Cash Flow Forecast From Pledges For The Year, 2 Years From Now (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Forecast From Pledges For The Year, 2 Years From Now" report. There are two additional versions of this report for calendar years which are 3 and 4 years from now.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Current Year Jan-Jun
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show projected vs. actual revenue for January through June of the current calendar year. If actual revenue is less than projected (and you are past June of the current calendar year), it means one or more donors are behind on their pledge payments. Pledges which have been written off are automatically excluded.
Report Menu Name
Pledges - Cash Flow Projected - Actual From Pledges Current Year Jan-Jun (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Projected - Actual From Pledges Current Year Jan-Jun (Summary)" report.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Current Year July-December
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show projected vs. actual revenue for July through December of the current calendar year. If actual revenue is less than projected (and you are towards the ends of December of the current calendar year), it means one or more donors are behind on their pledge payments. Pledges which have been written off are automatically excluded.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Current Year July-December (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Projected/Actual From Pledges Current Year July-December" report.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Last Year Jan-Jun
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show projected vs. actual revenue for January through June of the previous calendar year. If actual revenue is less than projected, it means one or more donors were behind on their pledge payments during the period. Pledges which have been written off are automatically excluded.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Last Year Jan-Jun (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Projected/Actual From Pledges Last Year Jan-Jun" report.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Last Year July-December
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show projected vs. actual revenue for July through December of the previous calendar year. If actual revenue is less than projected, it means one or more donors were behind on their pledge payments during the period. Pledges which have been written off are automatically excluded.
Report Menu Name
Pledges - Cash Flow Projected/Actual From Pledges Last Year July-December (Summary)
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Cash Flow Projected/Actual From Pledges Last Year July-December" report.
Report Menu Name
Pledges - Grouped By Appeal
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail and totals by pledge appeal. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Grouped By Fund
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail and totals by pledge fund. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Grouped By Payment Frequency
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail with totals by payment frequency.
Report Menu Name
Pledges - Grouped By Payment Frequency - Summary
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Grouped By Payment Frequency" report.
Report Menu Name
Pledges - Grouped By Stimulus
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail totaled by pledge stimulus. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Grouped By Stimulus - Summary
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Grouped By Stimulus" report.
Report Menu Name
Pledges - Grouped By Type
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail totaled by pledge type. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Grouped By Type - Summary
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show just the totals from the, "Pledges - Grouped By Type" report.
Report Menu Name
Pledges - Outstanding Pledges
Description
Designed to be run directly or used with a Pledge-based Selection Result, this report layout will show pledge detail with totals by donor. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Past Due Pledges Only
Description
Designed to be run directly used with a Pledge-based Selection Result, this report layout will show pledge detail with totals by donor. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Pledge Detail Report
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show basic pledge detail by donor. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Pledge Detail Report, No Subtotaling
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail with no automatic filtering or subtotaling by donor.
Report Menu Name
Pledges - Pledge Payment Report
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail by donor with an emphasis on payment status. Actual payment detail is also included. Pledges which have been written off will automatically be filtered out.
Report Menu Name
Pledges - Pledge Payment Report With Payments Due Over Next Six Months
Description
Designed to be used with a Pledge-based Selection Result, this report layout will show pledge detail plus the payments to be expected from each pledge over the next six months. Pledges which have no payments due over the next six months, pledges which have been paid off, and pledges which have been written off are automatically excluded.
Report Menu Name
Pledges - Pledge Receivables As They Were On A Specific Date
Description
Designed to be used with a Pledge-based Selection Result, this report layout allows you to go back in time to see what was still owed on pledges as of a specific date. To change the specific date, first copy the stock version of this report using the Copy button on the DonorQuest report menu. Give the copy a unique name, then click the Setup button for the copied report layout. Change the date shown in the Initializations blank on the Options tab.
Report Menu Name
Pledges - Pledge Receivables At End Of Calendar Year, 1 Year Ago
Description
Designed to be run directly or used with a Pledge-based Selection Result, this report layout will show pledge receivables by donor as of the end of the previous calendar year. All payments for each pledge are also shown. This report will automatically filter pledges so that only pledges from the previous calendar year are included.
Report Menu Name
Pledges - Pledge Receivables At End Of Calendar Year, 2 Years Ago
Description
Designed to be run directly or used with a Pledge-based Selection Result, this report layout will show pledge receivables by donor as of the end of the calendar year, two years ago. All payments for each pledge are also shown. This report will automatically filter pledges so that only pledges from the calendar year two years ago are included.
Report Menu Name
Pledges - Pledge Receivables At End Of Fiscal Year, 1 Year Ago
Description
Designed to be run directly or used with a Pledge-based Selection Result, this report layout will show pledge receivables by donor as of the end of the previous calendar fiscal. All payments for each pledge are also shown. This report will automatically filter pledges so that only pledges from the previous fiscal year are included.
Report Menu Name
Pledges - Pledge Receivables At End Of Fiscal Year, 2 Years Ago
Description
Designed to be run directly or used with a Pledge-based Selection Result, this report layout will show pledge receivables by donor as of the end of the fiscal two years ago. All payments for each pledge are also shown. This report will automatically filter pledges so that only pledges from the fiscal year two years ago are included.
Report Menu Name
Pledges - Pledge Summary Report By Donor
Description
Designed to be used with a Pledge-based Selection Result, for each donor this report layout will simply show total amount pledged, paid to date, balance remaining, and pledge count. Pledges which have been written off will automatically be filtered out.
