Pledge Status Report
Overview of FR251
The Pledge Status Report provides information on pledges within your organization. You can generate the report for active, past due or non-renewable pledges, as well as for all programs or a specific program. The report output displays information such as the master ID, donor name and address, pledge number, pledge status, pledge amount and date, fulfillment date, amount paid to date, balance, pledge frequency, last and next payment date, and other information. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Pledges & Recurring Gifts
- Double-click 251 Pledge Status Report. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Pledge status | Click the drop down arrow to select the status that you wish to report against |
| Pledge program | If you wish to report against a particular program, you can type the program ID or click the list icon to select from a list of active pledge programs. Leave the field blank to report against all pledge programs |
| Amount pledged/to | If you wish to report only on pledges within a particular dollar amount, you can do so here. Enter the beginning and ending amounts for the range you wish to report on. Leave the fields at 0 to report against all pledges |
| Region | If you wish to report only on pledges from a particular region, you can do so here. Type the region code or click the list icon to select from a list of active regions in the system. Leave the field blank to report against all regions |
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 generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
