Pledge Reporting
================

There are a variety of ways to get information regarding pledges and pledgers.

Pledges Page
------------
All pledges can be seen on the Pledges page (`Finance > Search > Pledges`). You can set filters and export from that page.

The information included on that page is:

- Date (of pledge)
- Name of pledger 
- Fund (Name)
- Pledge (Amount)
- Pledge Total 
- (Amount) Contributed 
- Balance 

There is also a way on that page to either delete or edit a person's pledge.

.. figure:: https://i.tpsdb.com/Staci/PledgeInfo.jpg
    :target: #

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Export
------
The information included on the pledge export is:

- Date (of pledge)
- People Id
- First Name
- Last Name
- (Pledge) Id
- Online
- Fund Id 
- Fund (Name)
- (Pledge) Amount
- (Pledge) Total
- (Amount) Contributed
- Balance

By adding ``Pledge Export`` to the `Content KeyWords`, those additional reports will be added as an options under the `Export` drop down.

.. figure:: https://c4265878.ssl.cf2.rackcdn.com/trialdb.2401120009.pkey.png
    :target: # 

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Comparison Graph
----------------
Additionally, there is a graph available on the Pledges page. This graph uses the same filters. 

The information included on the graph is:
- Goal (if there is a Pledge Goal set on that fund)
- Pledged - the total amount pledged to that fund based on filters
- Given - the total amount given to that fund based in filters 

.. figure:: https://i.tpsdb.com/Staci/PledgeGraph.jpg
    :target: # 

You can hover over the goal line, pledge amount and given amount for more details. 

If you click on the graph for each fund, it will provide you with the **Pledge Fulfillment Report** for that fund.

.. seealso:: 
    :doc:`PledgeFulfillment`

Report
------
Available pledge related reports are found under (`Finance > Reports`). 

.. seealso::
    :doc:`PledgeTotalsbyRange`

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Search Builder
--------------

There are several pledge related search builder conditions.

.. seealso:: 
    :doc:`../SearchBuilder/index`
 
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+--------------------+------------------+
| **Latest Update**  |   **1/15/2024**  |
+--------------------+------------------+

Updated pledge export