Possible Experience: 
The Report Pledges_5yrsout_Detail_no_conditions has been update as follows:
~ the prompt page has been redesigned with an additional required prompt for 'Pledge Payment End Date'
~ subheading text on the report page has been modified to document what has now been included
~ column heading 'Paid' now reads Paid As of 'Pledge Payment End Date' to document the cutoff date for pledge payments to be included
~ donor list has now been sorted by last name, then first name
~ because additional processing is required to pick up actual payments against a pledge within the end date window, run time is somewhat longer - 15-30 minutes

Change Detail: 

Prompt page: 
~ prompt for the 2nd FY of the 5  FY range is now a text box prompt (expecting YYYY FY) instead of a little calendar, since FY is really the only part of the date that is needed
~ calendar prompt is now assigned to the new prompt 'Pledge Payment End Date'

Processing logic:
~code was modified to select data based on the 'Pledge Payment End Date' entered on the prompt page; only Pledge Payment End Dates in current or prior FY are supported in this release; only pledge payments actually made on or before the selected Pledge Payment End Date will be included;

~columns impacted by these changes: PAID, DUEPRIORFY and DUECURRFY; DUE is the result of a calculation: expected amount (for the time period) minus paid amount (for the time period); 

~in the original version, payment was ASSUMED to have been made once the installment due date had passed, so the PAID column might have overstated payments, understated BALANCE and the DUE columns reflected those values accordingly; in the new version, PAID displays the amount that was ACTUALLY paid against the pledge on or before the Pledge Payment End Date; 

~for prior FY, expected amount is the total of all installments for the entire prior FY (because the FY has already elapsed we count every installment as 'expected'), but paid amount is limited to what was actually paid against the pledge on or before the selected Pledge Payment End Date;

~for current FY,BOTH expected amount and paid amount are limited by the selected Pledge Payment End Date (i.e.,whatever was expected/paid on or before the selected Pledge Payment End Date) - so any remaining installments/payments for the current FY - beyond the selected Pledge Payment End Date - will not show up in the output as 'Due' for the current FY;  

~ For a specific example of how this new logic changes the results, run the report and refer to the Developer Notes tab in the output

Reason:  Requested by Molly Bodnar - by selecting actual amounts paid against the pledge within the 'Pledge Payment End Date' window, the report will be more accurate.

Action: Contact Carolyn Dickerson or Ann Rule with issues or questions.

Ann Rule
Database Specialist
Colorado College Advancement
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(719)389-6332

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