How to use the Installment pledges report

The Installment pledges report lists donations that donors chose to pay in installments, with each plan's progress, next payment and balance.

Before you start

You need Admin access with permission to view reports. Installment payments must be enabled. See Pay by Installments - how to break a donation up into separate payments.

Go to your CrowdChange site and Log In.
Click your name in the top-right corner, then click Admin.
In the menu on the left, click Reports, then Installment pledges.
Set your dates and any filters. See How to filter, compare and download reports.

The date filter is Date created (when the plan was created). You can also filter by status.

Card	What it shows
Pledged	Total amount donors have pledged, with the number of plans.
Collected	Amount donors have paid so far, not including refunds, and its share of the pledged amount.
Still to collect	Amount still to be paid on plans that aren't completed or closed.
Active plans	Plans with payments still scheduled.
Plans with a failed payment	Plans whose latest payment didn't go through.
Completed plans	Plans that are fully paid.

Columns: ID, Donor, Fundraiser, Pledge, Progress, Next payment date and Status.

Pledge is the plan amount, before covered fees. A closed plan shows what was paid.
Progress shows the amount paid so far against the pledge, and payments made out of the total.

In Total raised, an installment plan counts for its full amount on the day it starts. Individual payments are not counted again.
The Summary's Installment plans section shows Committed (plans started in your dates), Collected (payments made in your dates) and Scheduled balance (still to pay on open plans, as of today).