Views & Reports - User Guide

Pledges Overview pledges

View comprehensive pledge summaries per person with totals, outstanding amounts, and payment tracking. Includes search, sorting, and export capabilities.

Summary View: See total pledges, payments, and outstanding amounts per person
Integrated payment modal: Access the payment modal via the "Pay Button" to quickly record a payment for the person
Real-time Calculations: Automatic totals for count, pledged amounts, paid amounts, and outstanding balances
Search & Filter: Search by person name to quickly find specific pledge records
Sorting Options: Sort by person name or outstanding amount (ascending/descending)
CSV Export: Export complete pledge and payment report with totals

Total Count: Number of pledge records

Total Pledged: Sum of all pledge amounts

Total Paid: Sum of completed payments

Outstanding: Remaining balance due

Payments Management payments

Manage payment records with advanced filtering, reconciliation features, and detailed payment tracking. View completed and reconciled payments with full audit trail.

Payment Records: View detailed payment history with person names, amounts, and dates
Status Management: Toggle between completed and reconciled payment views
Advanced Filtering:
- Filter by payment type (cash, check, credit card, etc.)
- Show/hide reconciled payments
- Adjust number of records displayed
Reconciliation: Mark payments as reconciled or revert to completed status
Sorting & Export: Sort by any column and export filtered results to CSV

Payment Types: Cash, Check, Credit Card, Bank Transfer

Status Tracking: Completed → Reconciled workflow

Audit Trail: Created and updated timestamps

Bulk Operations: Filter and export multiple records

Event Search & Management events

Search and manage closed events with calendar-based navigation. Reopen events for modifications or view event details and totals.

Calendar Navigation: Use date picker to find events by specific dates
Event Details: View parasha, event type, davening times, minyan, and total pledge amounts
Quick Access: Single events automatically open in assignment view
Multiple Events: When multiple events exist on a date, choose from the list
Reopen Events: Swipe actions to reopen closed events for editing
Event Overview: Access complete events list view

Event Types: Shabbat, Holiday, Special occasions

Parasha Info: Weekly Torah portion details

Timing Details: Davening times and minyan info

Financial Summary: Total pledge amounts per event

Pro Tips & Best Practices

Pledges View Navigation: Use the search function to quickly locate specific people. The view automatically calculates running totals, so you always see current financial status at a glance.

Person Navigation: Either from Pledges View or Payment View, clicking on perosn name will navigate to the person's detailed financial data.

Payment Reconciliation Workflow:

Start with completed payments in the default view
Review and reconcile payments by tapping the reconcile button
Use the "Show Reconciled" toggle to view your reconciliation history
Filter by payment type to focus on specific payment methods

Event Search Efficiency: The calendar view provides the fastest way to locate events. For single events on a date, you'll be taken directly to the assignment view. For multiple events, you'll see a selection list.

Data Export: Both Pledges and Payments views offer CSV export functionality. Exports include totals and are formatted for easy analysis in spreadsheet applications.

Sorting & Filtering:

Pledges: Sort by name or outstanding amount to prioritize follow-ups
Payments: Sort by date, amount, name, or status for better organization
Events: Events are automatically sorted by date for chronological viewing

Status Management: Payment status progression follows: Completed → Reconciled. Use reconciliation to mark payments as verified and processed in your accounting system.

Performance Optimization: The Payments view limits records by default (30 records). Adjust this number based on your needs - higher numbers provide more history but may load slower.