1. Create a gift query .
  2. On the Criteria tab, select:
    Gift Information, Gift type equals Pledge
    AND Gift date less than or equal to [specific date]
  3. Create a pledge status report.
  4. On the General tab:
    • Include the query created in steps 1 and 2.
    • Select specific date for the date range. In the End field, enter the specific date to see the balance as of this date.
    • Mark create constituent output query.
  5. On the Gift Types tab:
    • Mark Calculate gift balance based on campaign, fund and appeal.
    • Unmark Include outstanding pledges only .