*This video overview may include some outdated images. Thank you for your patience as we update our materials.
Note: Since this video was recorded, the software 'look' has changed, but the information provided is accurate. Thanks for your patience as we work to make updates.
Report on your church's donation information with easy-to-use filters. Use the tools at the top of the report or through the action menu to find and export these details.
Interactive Reporting
Use the filters immediately along the top to start filtering giving information. The goal of these filters is to refine the displayed information quickly. We will use the Giving Overview report as a reference point since it is more complex and commonly used.
Most aspects of the report page are links to filter or generate a report on specific information. For instance, clicking a giving category will pull up individual donations made to that fund over that time range.
Button Filters
Each button contains filtering options to refine the displayed giving totals on the page. The first filter (in gray) allows you to filter on relative dates or a date range. Additionally, you can refine based on Category (fund), Group, Campus (if you've set them up), and More Filters for tax status or source (online or offline).
To start filtering, click the filter button, select your desired options, and click Done at the bottom of the filter drop-down menu. Follow the same process for as many filter options as you need, then click Apply to view the results.
Note: Any button where filter options have been selected turns blue to indicate filters are being applied (below).
To clear the filters and start over again, use the RESET button to remove the changes.
Download Button
Use one of the available download options to bring the data filtered from the database to your computer or device. Then, choose from a CSV, QuickBooks export file, or any other option to generate a PDF output.
Note: If you're using our integrated church accounting software (Shelby Financials), you'll also see an option to Export to Financials.
Graphs
You can quickly get an idea of the performance for your top 4 funds and general total. Click the funds along the bottom to remove them and change the graph view.
Text and Number Links
Once the data is filtered the way you want, the reporting options become powerful with detailed results if a member has individual giving reporting permissions. Click a category or any linked dollar amount to open the individual details report with that filtered information.
Tips
| Hover over filter buttons to see the changes applied | |
| Reference the 'Start Date' for the Week | |
Tri-Dot Reporting 
You'll notice an additional tri-dot menu icon on all giving reports other than Overview (below). When you click on the tri-dot icon, you'll see a drop-down menu of helpful actions you can take regarding the people displayed in your report results.
Note: The options available under the tri-dot menu may differ slightly depending on which report you're using.
Here's a quick overview of some of the most common actions under this menu item.
Print
Printing can vary in function in a couple of ways. Use print to generate a PDF of the report, which can be downloaded to your computer or device. It can also serve as a printout of the page directly. Lastly, for year-end statements, print can generate statements in a PDF, which are then printed and mailed out.
Export
Export is commonly used to create a CSV file with the report data. This is often the best way to refine more granular details in Excel. Export can also be tied to other functions like email year-end statements.
Edit
Open the editing tools in areas needing updating, like the Anonymous user report or the Batches area. This is helpful if a tweak or change needs to be made.
Updated