Admin users now have the ability to report on Pledge balances! This takes place in a Contacts Report so you can see which contacts have a Pledge balance for fundraising and donor-engagement purposes. This makes it easy to create a call list so you can follow up with your donors that still have outstanding money pledged to your organization. Check out the steps below!
- Filter the Contacts page for whatever criteria you desire.
- Click "create report" in the upper right corner.
- Select the "Total Pledge Balance" check box when choosing your columns.
- Voila! An HTML version of the report will appear before your very eyes. You may then convert it to CSV or PDF and download it.