There are two options available for grouping these records:


  1. Create a new Constituent query
  2. 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 
  3. On the Output and Sort tabs, choose desired fields 
  4. Select the Results tab to view records that meet the criteria
Not Paid Report
  1. Select Reports, Pledge and Recurring Gift Reports, Not Paid Report
  2. 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.
  3. Go through each of the tabs and select other parameters as appropriate.
  4. Click Print or Prevew from the General tab to run the report.
  5. When prompted, give the query a name and click Save. The query name defaults to New Not Paid Report.