- Create a new Constituent query
- On the Criteria tab, select:
Gifts > Gift Type equals Pledge
AND Gifts > Installments > Installment Date Due between [date range for coming months]
AND Gifts > Pledge Balance greater than $0
- On the Output and Sort tabs, choose desired fields
- Select the Results tab to view records that meet the criteria
- Select Reports, Pledge and Recurring Gift Reports, Not Paid Report
- On the General tab:
- Select the appropriate date range in the Include Gifts with these Dates section.
- Mark the Create output query checkbox and select Gift or Constituent in the field.
- Select Installment in the Pledge Type field.
- Go through each of the tabs and select other parameters as appropriate.
- Click Print or Prevew from the General tab to run the report.
- When prompted, give the query a name and click Save. The query name defaults to New Not Paid Report.