How do I create an automated pledge report?
If you want to create a pledge report that recaps the pledges collected from calltime and automatically sends it to select users in your platform at a frequency of your choosing (daily, weekly, monthly), follow the instructions below:
1. Select the pledges tab and select apply filter. Apply a filter for Date or Expected Date. The Date option will allow you to filter by the date the pledge was made and the Expected Date will allow you to filter by the date the pledge is expected to be received by the committee from the donor.
2. If you want to receive a report of all pledges recorded in the past month, select the "less than 30 days ago" option. If you want to receive a daily report, adjust the number to less than "1" day ago and if you wish to receive a weekly report, adjust the number to less than "7" days ago. Only select the custom date range for this scheduled export if you have selected Expected By Date and are looking for a report that regenerates all of the outstanding pledges in an expected date range in the future.
3. You may also opt to include additional filters like status for example to view only open and partial pledges and exclude fulfilled and closed pledges.
4. From the export side panel you can add a name or a description to your scheduled export. Choose a data export type from the available offers or choose custom to hand select your export criteria. Click here to read more about export types and how to customize an export. If you are choosing the custom export option make sure to at least include the items in the screenshot below for a calltime interaction export. Lastly, you'll also see an option to toggle a button on to schedule for later, toggle to yes.
5. Next you will be able to choose the frequency at which you receive this export, what time you want to receive the export, and which users you want to receive the export. These future exports will be sent to you and any users in your platform at the email address provided in the user settings.
6. If you need to change something about your scheduled export you can select the Exports tab and select the Scheduled Exports option. Select the ... to the far right of the export you wish to modify. Select Edit Scheduled Export to edit the frequency, day of week, time, timezone, or recipients. To pause a scheduled export temporarily, choose the Deactivate Scheduled Export option, you'll be able to reactivate it whenever you wish to resume the scheduled exports. To stop sending scheduled exports choose the Archive Scheduled Export option.
