Vega provides several reporting options to help you monitor pledged income, track outstanding balances, and review pledge activity.

Before using these reports, see the following articles:

• Adding a Pledge
• Processing a Pledge Fulfilment

There are two ways to report on pledges in Vega:

• Preset Queries – Ideal for viewing and filtering individual pledge records.
• Insights – Provides summary and detailed reports for analysing pledge activity.

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Preset Queries

Preset Queries can be accessed from:

Contacts → Vega Queries

Use the search bar to search for Pledge to display the available pledge queries.

Note: All pledge preset queries only include Active contacts. The selected date range filters results using the Pledge Date.

 

The following preset queries are available.

 

Pledges – All

Displays all active contacts with pledges created during the selected date range, regardless of whether the pledge is Open, Successful, or Declined.

Results are sorted by Pledge Date by default, but any column can be sorted by clicking its header.

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Pledges – Open

Displays all active contacts with pledges that currently have an Open status.

This includes:

• Outstanding pledges
• Partially fulfilled pledges that remain set to Open

Results are sorted by Pledge Date by default.

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Pledges – Successful

Displays all active contacts with pledges marked as Successful and linked to one or more pledge fulfilments.

Note: If a partially fulfilled pledge has been manually updated to Successful, it will also appear in this query.

Results are sorted by Pledge Date by default.

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Pledges – Declined

Displays all active contacts with pledges that have received a declined payment.

Results are sorted by the Declined Payment Date by default.

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Insights

Additional pledge reporting is available under:

Insights → Pledge Management

(Image – Pledge Management menu)

Three reports are available:

• Pledge Details
• Pledge Summary
• Pledges by Region/State

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Pledge Details

The Pledge Details report displays pledge information for each contact, including:

• Total pledged amount
• Total fulfilled amount
• Outstanding balance
• Pledge status

If a contact has multiple pledges with the same status, they are combined into a single row showing the total pledged and fulfilled amounts.

Note: If you need to view each pledge as a separate record, use the Pledges – All preset query instead.

Reports can be exported in the following formats:

• Excel
• CSV
• PDF

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Pledge Summary

The Pledge Summary report provides a high-level overview of your organisation's pledge activity, allowing you to quickly monitor pledged, fulfilled, and outstanding amounts without displaying individual contacts.