- Select Reports, Pledge and Recurring Gift Reports, Cash Flow Report, and open the saved report parameters (or create a new report)
- On the Report Periods tab, ensure that the report periods do not overlap to prevent double counting
- If pledges and payments are applied to different funds, include all funds on the Filters tab
- On the Gift Types tab, unmark the Calculate total based on selected date range, campaign, fund, and appeal option or include all campaigns, funds, or appeals instead of selected ones
- If the pledge was adjusted, open the adjustment on the pledge's gift record and view the Installment Schedule tab to verify that there is not a Remaining amount to be distributed.
- Preview the report
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