- In Reports, Pledge and Recurring Gift Reports, run a Pledge Status Report.
- In the end date, put the As Of date. For example, if you need pledge balances as of 6/30/2017, you would run the Pledge Status Report with an end date of 6/30/2017.
- The start date will be the beginning date for your date range.
- On the Gift Types tab, select 'Calculate gift balance based on date range, campaign, fund, and appeal
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