Pledges Paid Off in Date Range

Where is it?

Link to Report: http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=AZFCbiSNDP1LiCnE0dG05N8

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Stewardship Reports/

​​​​​What does it do?

This Report

This report lists pledges that have been fully paid off within a user-defined date range. It includes constituent and revenue details, pledge amounts and balances, payment history, designation information, and purpose categorizations.

Keywords

Pledge

Why use this report?

Use this report if you need to access a list of pledges that have been fully paid off within a specific date range, along with associated constituent and revenue details.

E.g. List all pledges closed between January 1 and June 30, including pledge amounts, payment history, designation, and purpose categorizations.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

Uploaded Image (Thumbnail)

Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

SCU Rollup (Required)

Answer the following prompt to restrict display based on the selected SCU Rollup.

  • Enter value(s) for SCU Rollup

    • Allows user to enter one or more SCU Rollup values to filter the selected pledges.

    • E.g., Education Fund Rollup; Scholarship Fund Rollup

Installment Payment Revenue Dates (Required)

Answer the following prompts to define the date range for installment payment revenue.

  • Enter Max of Installment Pay Revenue Date (Start)

    • Allows user to specify the start date for the installment payment revenue range.

    • E.g., 01-July-2025

  • Enter Max of Installment Pay Revenue Date (End)

    • Allows user to specify the end date for the installment payment revenue range.

    • E.g., 31-October-2025

Report Tabs

There is 1 report tab:

Uploaded Image (Thumbnail)

  • Pledge Summary

    • Shows a detailed table of all pledges for the selected designations and filters.

    • Contains information on the constituent making the pledge, pledge amounts, dates, payment history, designation details, and purpose categorizations.

    • Includes columns for constituent and revenue LookupIDs, full and last names, organization name, original pledge date, total pledge amount, balance due, final payment date, number of payments, designation public name, revenue channel, pledge subtype, and purpose SCU rollup.

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