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Pledge Campaign Reporting

Learn about the ways to report on pledge campaigns. For more information on all reports available in MinistryPlatform, see the Alphabetical List of Reports.

To review information about your pledge campaigns, you can use a system report or export your data to another application.

Tip: Not seeing the campaign you expected? The SSRS, CurrentCampaignFilters configuration setting determines whether the pledge campaign and mission trip report parameters list all campaigns or just current or future campaigns. If set to Yes, the only events associated with current mission trips in the Events drop-down list are available on several mission trip-related reports.

Campaign Dashboard

A visual summary of a pledge campaign by payment type and by program. Includes donations made towards a campaign program that were not credited to any pledge.

Campaign Donation List

A list of all donations to all pledge campaigns.

Campaign Donation List Selected

A list of all donations to the pledge campaign you selected.

Campaign Pledge Dashboard

A visual summary of the pledges to a campaign. This report displays the pledge due based on the time you run the report and the pledge campaign dates, the amount assigned to pledge at the time you run the report, and the difference between the amount due and assigned. It can help you see whether pledges are completed, ahead, or behind.

Campaign Pledge List

This report lists the pledges associated with a specific campaign. Pledge Due refers to how much a pledger should have given up to this point based on their installment details.

Campaign Projection

Review projected pledges and actual giving for the duration of the campaign.
Note: Unbatched donations do not display in this report.

Selected Campaign Donor Summary

This report summarizes all activity about any donor with a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign.
Note: Unbatched donations do not display in this report.

Selected Campaign Summary

Get an overview of the status of a campaign.
Note: Both batched and unbatched donations display if the donation distribution is assigned to a pledge.

Selected Pledge Donation List

Print a list of donations towards the selected Pledge records. Available on the Contributions > Pledges page.

Selected Campaign Donor Summary Export

This report summarizes all the activity about any donor with a pledge to the selected campaign OR any donor who has given to a program associated with a selected campaign. Donors whose donations were credited to another person's pledge are also included. You can export the results of this report to Excel for further analysis or mail merging.
Note: Unbatched donations do not display in this report.
Note: The following are definitions for select columns in this report:
  • Total Installments – The installment amount of the donor's pledge(s).
  • Total Pledge – The total pledge amount of the donor's pledge(s).
  • Total Active Pledge – The total of donor's pledge(s) with a status of Active.
  • Pledged Giving – The giving from the donor credited to their pledge(s).
  • Pledge Remainder – The remaining balance on the donor's pledge(s); total pledge(s) less pledged giving.
  • Unpledged Giving – The giving from the donor to the pledge campaign's program not credited to their pledge, if this is set as the pledge campaign on the Program record.
  • Total Giving – The total giving to the pledge campaign's program; pledged giving plus unpledged giving.
  • % of Pledge – The percentage of the pledge fulfilled; pledged giving divided by the total pledge.
  • Other Pledge Credited – The total giving where the donor is marked as the soft credit donor on another donor's gift to the pledge campaign's program.

Create your own export

You can export the exact information you need using a view on the Contributions > Donation Distributions page! This option provides raw data that you can process and analyze outside of MinistryPlatform.

When creating your view, include all the fields you may want to use as your criteria. This extracts all donation distributions that went toward a pledge in your campaign. Any unpledged donations are not exported. To get a comprehensive list, you can export any distribution to one of your pledge campaign programs.