Pledges Reports and Analysis

Pledge reports

CiviCRM comes with two pledge reports that are useful when analysing pledges. The Pledge summary report includes per contact information on amount pledged, pledge status, next payment date, balance due, total amount paid etc. It is based on thePledge Report template.

The Pledged but not paid report lists pledges which are not completed and have a due date in the past. The report is based on the template with the same name.

These reports has been configured to display particular information but you can create a new report from the relevant report template to suit your particular needs. See Reporting Set-up for details.

There is also a Pledge Summary Report template that could be used to create a report summarising total pledge amounts per, say, city or month of initial pledge.