Pledge List

The Pledge File List report allows you to print lists of contributors that have made a pledge along with pledge balances, contributors that have not pledged, those who have pledged and not contributed, or other combinations of contributors and pledgers. The array of options available in this report gives you a flexible and powerful tool for giving and pledge analysis, as well as information useful in stewardship drives.

Filters

Complete the following filters as needed.

1. Report Format: Select the format:
   • Full
   • Summary
   • Comparison
2. Pledges to Print: Select which pledges to print:
   • Actives
   • Inactives
   • All
3. Pledge Begin Date

4. Pledge End Date

5. Contributors: Select which contributors to include:
   • All
   • Contributors
   • Non Contributors
6. Pledgers: Select which pledgers to include:
   • All, Only Pledgers
   • With Non-Pledged Giving and Non-Pledgers
   • Only Non-Pledgers
7. When Are Pledges Due: Select the due timing:
   • Beginning of Cycle
   • End of Cycle
8. Select Only Those With Balance?
9. Select Only Those Behind On Pledge?
10. Frequency

11. Calculate Percent: Select the basis:
    • Total Pledge
    • Pledge Due
12. ACH: Select which records to show:
    • Show All
    • ACH Only
    • No ACH
13. Print Only Subdonors?

The following tabs are available when the Full or Summary Report Format is chosen:

1. Purposes Tab: Select the purposes to include.
2. Motivations Tab: Select the motivations to include.
3. Projects Tab: Select the projects to include.

The following filters are available for the Comparison Report Format:

Options

Complete the following options as needed.

1. Change Appearance?: Check the box to change the font type and size. A drop-down option is also available to control white space between columns by percentage.
2. Export Option: Select the export type:
   • Name
   • CSV
3. Sort By: Select the sort order:
   • Name
   • Dollar Amount
   • Purpose
   • Purpose Dollar Amount
4. Print Address?
5. Descending Sort?
6. Print Blank Line Between Names?
7. Print Envelope Number Instead of Name ID?
8. Print Setup Information?
9. Print Notes?

Report

1. Click Run Report to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all report preferences to their default values if needed.
2. Click Close Report to return to the dashboard.

Updated June 10, 2026 06:27