infoodle is able to capture and store pledges which represent any future planned or committed income by a contact. The new Pledge vs Actual report allows you to show how those pledges are being delivered, with the ability to manage various report configurations, as well as saving report settings for regular use. This v2 report provides the same output as the legacy report but has more options available to enhance your report along with the ability to save your report for future uses.
This Report can be accessed via Finance > Finance Reports and selecting the Pledge vs Actual Version 2 option.
On the Report screen you can then select to load any of your Previously Saved Reports, or you can click the + New Report button to start creating a brand new Pledge vs Actual Report.
Reports can be run using any of the reports on your screen. These can be modified for your own purposes. You can also configure new options for reports if you need to.
Next Steps
- Creating a Pledge vs Actual Report
- Configure Pledge vs Actual Report Options