Pledges Grid

Information and reporting available on the Pledges grid.

What is the Pledges grid?
The Pledges grid is an overview of all existing pledges, with the amount due, amount paid and remaining balance for each. You can find this grid by going to...
Fri, Jul 31, 2026 at 12:01 PM
Can I export pledge information?
Yes, you can export the view you have created on the grid to an Excel file by selecting Actions and then selecting Export To Excel File. The excel spreadshe...
Fri, Jul 31, 2026 at 12:51 PM
How do I see pledge payments that are overdue?
The Pledges Grid in the Fundraising Module allows you to see and filter the pledges by the due date. To see overdue pledges you can filter the Due Date colu...
Fri, Jul 31, 2026 at 1:00 PM
How do I see if a payment has been received?
You can view the pledges due and amounts paid for all constituents by viewing the main Pledges Grid in the Fundraising Module. You can view the Date Paid an...
Fri, Jul 31, 2026 at 1:26 PM
Pledge Reports
Coming soon.
Fri, Jul 31, 2026 at 12:00 PM