At a future date (as an example: a year from now) you can see how many of those monthly increments individual customers have paid, how many are outstanding, and provides better oversight of current status of recurring donations.
The following details have been developed to guide organization through steps necessary to execute the Fundraising Pledge Report.
To run the Fundraising Pledge Report, a general understanding of Fundraising is expected. A brief understanding of APEX report features and capabilities may also be helpful. The following steps are for a basic report.
Execute the Fundraising Pledge report
The following details the steps necessary to execute the Fundraising Pledge Report:
- Navigate to Reporting > Fundraising > Fundraising Pledge Report
- Select the fund and if desired a contribution date range
- Click Go
