Subsplash Giving offers three primary reports to help you reconcile the transactions given to your organization. The reports discussed in this article will cover all of the tax-deductible contributions recorded (electronic/batched) in Subsplash Giving.
Reports Available
Gifts — The Gifts report offers a detailed view of your organization's giving, with flexible filters such as date range, fund name, payment type, and amount.
Transfers — The Transfers report gives a detailed breakdown of the transactions that make up each deposit to your bank account, based on your transfer schedule.
Analytics and Reports — Analytics and Reports is a great tool that will provide you with visuals to see trends and make forecasts for your current giving environment. You can easily see donor trends, recurring forecasting, and even fee breakdowns.
Gifts
To access the Gifts report, navigate to Giving > Gifts in the dashboard navigation menu.
Using the image above, you can accomplish the following from the Gifts page:
Search for Gifts by donor name, amount, gift ID, fund name, or a check number.
Manage the columns visible in the table view for a more tailored experience and set a Date Range to view Gifts within a given timeframe.
Filter Gifts by campus, fund, payment method, payment status, gift frequency, and amount.
Each Gift can be viewed as a line item in the Gifts table. By default, each Gift will show the transaction date, donor name, fund designation, status, frequency, and gross amount. Split gifts will show each designation as a separate line item.
You can select each Gift to view a details page with an overview of that specific Gift.
Export a CSV file containing all gifts within the selected date range. The export will match the selected date range and any applied filters. It will not match your Manage Table selections; instead, it will include all available columns and additional details.
Transfers
To access the Transfers report, navigate to Giving > Transfers in the dashboard navigation menu.
Using the image above, you can accomplish the following from the Transfers page:
Review the bank account currently linked to receive transfers for your organization.
View the Pending Transfer balance. The Pending Transfer balance is a running total of your transactions that have yet to be deposited. For more information on how transfers are initiated and deposited, see our Transfers and Deposits article here.
You can view your past transfers, which are grouped according to your deposit schedule. Selecting a transfer will show you the total deposited amount, the individual transactions included, a fund breakdown, and any related fees. You can also export this information as a CSV file.
Analytics and Reports
To access Analytics and Reports, navigate to Giving > Analytics and Reports in the Dashboard navigation menu.
Using the image above, you can accomplish the following from the Analytics and Reports page:
View a summary of giving from the past 30 days, including the total number of gifts, unique donors, recurring gifts, and the average donation amount. You’ll also see the net total amount given and a breakdown by fund.
Access to the Fund Summary report. This report provides the net totals given by fund within a selected date range. To get the most up-to-date information, don't forget to click the Regenerate button.
View the Recurring Gift Summary report to see a list of all recurring gifts in Subsplash Giving. You can filter the report by status and campus, and refresh it to see the most up-to-date information.
View the Donor Summary report. The Donor Summary provides you a table of your donors with their number of gifts given, average gift amount, and the net total amount given per donor.
View the More Analytics table. More Analytics provides more detailed information on giving trends from a selected date range. From More Analytics you can see the following information.
An Overview of Subsplash Giving within a selected date range. You'll see the gross total gift amount, unique donor count, average gift amount, and the median gift amount.
The unique donor count is the number of distinct donor profiles that have made at least one donation.
Details about Recurring giving within a selected date range. Total recurring amount, average recurring amount, unique recurring gifts, and total recurring donors are provided.
A list of Donors within the date range selected. Unique donors, new donors, and new recurring donors are also listed.
The Savings & Rates table shows your effective fee rate, which is a calculation of your net fees divided by the total gift amount. Your GrowCurve credits can also be viewed on this page. For more information about GrowCurve, see our article here.