Pledge reports

Please see the articles below for detail on processing pledges:

Creating pledges

Fulfilling pledges

 

Pledges are a great functionality to monitor the money that has been promised to your organisation.

It is important to be able to report on how much money is outstanding from pledges and there are two areas in vega where you can see reports on this.

 

Preset queries

Preset queries are accessed from the Contacts tab > Vega Queries.

There is a search bar to easily find related queries, we will search pledge to see the 4 queries available:

All of the preset queries below only show contacts who are tagged as Active and the date range is used for the Pledge date.

 

Pledges - All

This preset query will show you all active contacts who have a pledge, with an open, successful, or closed status in the time frame selected.

These will be sorted by the pledge date as default but the column headers can be clicked to sort by any of these

 

Pledges - Declined

This preset query will show you all active contacts who have a pledge that has received a declined payment towards it, where the pledge date is in the time frame selected.

These will be sorted by the declined payment date as default but the column headers can be clicked to sort by any of these.

 

Pledges - Open

This preset query will show all active contacts who have a pledge with an open status in the time frame selected. This will include partly paid pledges if their status is still set as open.

These will be sorted by the pledge date as default but the column headers can be clicked to sort by any of these.

 

Pledges - Successful

This preset query will show all active contacts who have a pledge with a successful status and linked payment(s), where the pledge date is in the time frame selected. This will include pledges that have only been part filled if the status has been updated to successful.

These will be sorted by the pledge date as default but the column headers can be clicked to sort by any of these.

 

 

Insights

From Insights > Pledge Management, you have two reports available, detailed and summary:

 

Pledge Details

This report shows every contact who has a pledge. It gives the total pledged amount, combining the amount where a contact has multiple pledges with the same status, the total fulfilled amount for any pledges that have associated payments and the pledge status.

The above image shows how these insights will be displayed. They can be exported as Excel, CSV, or PDF.

The top row in the above example is a combination of two pledges for that contact as both pledges have the same status.

If you would like to see a row for each pledge, even if on the same contact then use the preset query Pledges - All.