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Summary View of Pledges More Useful


C
Carol Glennon

I am requesting that the Pledges Summary View reflect whatever filtering has been done on it's respective Pledges Detail View. The information on the Summary View is basically useless if a filter has been applied.

I have created a detailed view of all pledge payments made in 2025. The first instance is a constituent who made 12 monthly payments of $26.69. When I select "Summary", that constituent doesn't appear at all. The second constituent does appear: she also made 12 monthly payments of $26.69 in 2025. On the summary page, it shows her amount paid = $400.35, which is the total she has paid, not $320.28 which is the total she paid in 2025.

I am trying to send a thank-you letter to constituents who have made pledge payments over a certain dollar amount. I can download the detailed view to an excel file and summarize, but need the "View" in Donorview in order to send a mailmerge email. Please make the Pledges Summary views more useful.

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