Pledge Details Report

Table of Contents

The Pledge Details Report is where you can easily create a list of Pledges and review details about each Pledge.

A generated Pledge Details Report will list the: 

  • Creation Date
  • Pledge Start Date
  • Supporter
  • Pledge Purpose
  • Pledged Amount
  • Received Amount
  • Received Amount that includes Donated Fees
  • Remaining Amount left on the Pledge (calculated based on the amount pledged minus the amount received)

Filtering Options

Filtering options include: 

  • Use Quick Date Range
  • Choose a Date range > Start Date and an End Date for certain dates
  • Choose a Supporter Group
  • Choose a Purpose
  • Include additional Supporter filters if desired

As with all Reports in REACH, you can save as a Report Template to use later and/or schedule as an auto-generated weekly or monthly recurring report.

The Select Columns to Display button can be used to add additional filtering options to your generated report. Simply click the checkbox to include any of these columns in your generated Report.  

Click Search to generate your Pledge Details Report.

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