- Create a gift query .
- On the Criteria tab, select:
Gift Information, Gift type equals Pledge
AND Gift date less than or equal to [specific date]
- Create a pledge status report.
- 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.
- On the Gift Types tab:
- Mark Calculate gift balance based on campaign, fund and appeal.
- Unmark Include outstanding pledges only .
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