Pledge Processing
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Overview of FR255
The Pledge Processing report allows you to process and generate various documents associated with your organization's pledge programs. The system will process forms based on your selections, and generate the appropriate merge documents.
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double-click 255 Pledge Processing. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Processing date | Enter the processing date. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Selection | Select the pledge forms that you wish to process by holding down the CTRL key and clicking the forms, or click either a single form or the ALL selection |
| Statement method | Click the drop down arrow to select either Generate or Regenerate |
| Thru | Enter the date through which to process the forms. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Payment details | Click the drop down arrow to select either the simple or extended pledge payment details |
| Pledge # | If you wish to generate the document(s) for a single pledge, enter the pledge number here or click the list icon to select from a list of pledges in the system. Leave this field blank to run for all qualifying pledges |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will process the documents based on the parameters and display a report of the results. You will have to merge the documents in order to print and send them. Click below for samples of the report and a sample pledge statement.
