- Open new Pledge Reminders
- On the General tab, select Create Custom Data File as the type. Select Per Installment
- In the Date field, select Specific range. Enter a start date that includes the date of the original pledges and an end date that includes the dates of all future installments.
- On the Fields to Include tab, double-click the Gifts folder. Select Planned Payment and Installment date.
- Select any other field as appropriate
- Export the file
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