REG004 – Orphaned (Not Yet Started) Regular Pledge Report

The REG004 report in Reports > Standard2 Reports > Regular > REG004 – Orphaned (not started) Regular will allow you to produce a listing of all promised regular giving (or subscription or membership) that have not yet had an initial payment.

This Report is often used in Special Events / Appeals when a client pledges to give money and has not yet done so.

The report offers a number of criteria to get all regular payments that have had 0 associated payments and are still active.

  • Source ID – allows the retrieval of the list based upon the source code of the regular/pledge
  • Entered Date – the date range the regular pledge/subscription was entered to the system
  • Moving Date Range – is the same as above, but calculated when the report is run, and is used when saving the report as a dynamic report
  • Due Date – the Due Date range of the regular pledge/subscription was due.
  • Moving Date Range – as per above for the Due Date

There is also some extra criteria, to include Inactive Clients (by default only active clients will be run against), and to run against the clients you have in your browse list (by default Profiler will look at all clients)

You only need to enter one of the criteria to product a report. You can enter multiple if needed.

Output Fields

You are able to output all the payment related fields to the regular pledge/subscription in the top part of the output choices. This includes the amount, due date, frequency etc.

You can also include any relevant client details in the bottom part of the output fields.

When you have selected your input criteria and output, choose Run Report at the top of the screen.

Related Articles