Reports Overview

Navigate your Reports tab like a pro!

Your Reports tab is the hub for all giving reports. Your giving data is tracked and sorted into reports most commonly used by our clients.


Access Reports

Navigate to your manager portal and click Reports in the left navigation pane to open the sub-menu.


  • Recurring Gifts: View, filter, and manage all recurring gifts.

  • Transactions: Access data about all gifts and payments, sort gifts by giving channel or payment method, and issue refunds.

  • Deposits: See detailed reports of every batch of gifts deposited into your bank account.

  • Auto Reports: Set up automatic emails to be sent to any staff member to notify them of giving activity over a specific time period.



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