Analytics 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.
To learn more, view our article on Giving Analytics.
During reconciliation, or upon request, sometimes we need to be able to dive into the specifics and look for specific transactions. When doing this, it is important to be able to dial in on the specifics. For this, we have updated our Gifts page to provide you the flexibility to set custom filters and utilize search to make this task as easy as possible.
To see all the filters you have available, please check out our Gifts page.
We also know that at times, you just need to see how a fund is performing during a specific period. What changed since you looked at the forecast that caused your recurring gifts to increase this month? What is your average gift size by donor? All of these questions and more can be answered via individual reports. These reports can all be found under Analytics & Reporting in your menu.
Recurring Gifts
1. Status - This is a drop-down menu tat allows you to select between active, canceled, and failed recurring gifts.
Active recurring gift- This is a gift that is life and occurs at the designated frequency interval.
Canceled recurring gift- This is a recurring gift that has been discontinued by the donor from their profile or an admin from the giving dashboard.
Failed recurring gift- If a recurring gift has failed, this means that there is a problem with the card or bank account associated with that donation.
2. Campus - If you have multiple campuses, this dropdown menu will allow you to select the campus recurring data that you wish to view. When you select the campus, the fund (3 above) and, if applicable, the sub-fund menu (4 above) will appear alongside Campus.
3. Fund - When you select a fund, you can view all related recurring data given to it. Funds will appear in the order they are listed in the Funds tab.
4. Sub-fund- This is a sub-category of a fund. Sub-funds will appear in the order they are listed under the Fund they are associated with.
5. Export- Once you have all of your data populated just the way you want, you can click Export to generate a CSV.
6. Refresh - Periodically if changes are happening quickly, a change may not yet be reflected in your report. If you feel this is the case, you can click "Refresh" to ensure that the page forces a full reload of your data.
7. Donor - This is the first and last name of the donor associated with the recurring gift.
8. Fund/Sub-fund - This will show the fund and sub-fund together in one column. A "/" will indicate that there is a sub-fund attached. It will correspond to what you select in the fund and sub-fund dropdown menu.
9. Frequency - Frequency is the interval that a donor selects when creating their recurring gift.
10. Status- This corresponds to the status you select in the dropdown menu (see number 1).
11. Last gift- This corresponds to the last date the recurring gift occurred.
12. Scheduled - This indicates the next scheduled date that the recurring gift will occur.
13. Amount - This is the net amount of the gift meaning this is the exact amount that goes into your organization's bank account.
Donors
1. Date range - You can now generate a report for all funds by changing the date range. If you would like to know the exact amount based on the period, you can simply enter a date range and the data will update.
2. Campus Dropdown menu - If you have multiple campuses, then you can choose the campus and only the funds associated with the campus will appear. Campuses will appear in the same order they are listed on the Campuses tab. You can learn more about Campuses here.
3. Fund - Funds will appear as you have listed in the Funds tab. If you have campuses, only the funds associated will appear.
4. Sub-fund - sub-funds will appear as you have them listed under the funds they are associated with
5. Export - Once you have set the date range and, if applicable, the campus, then you can click export to generate a report based on those parameters.
6. Refresh button- Periodically if changes are happening quickly, a change may not yet be reflected in your report. If you feel this is the case, you can click Refresh to ensure that the page forces a full reload of your data.
7. Donor - First and last name associated with the donor profile
8. Email - This is the email that is associated with the donor profile.
9. Address - This is the address associated with the donor profile
10. External ID - This is used if you have a Church Management Software. They may call it an Organization ID or an Envelope Number. If you need to use that field you can put it on the donor profile.
11. # of gifts- displays the number of gifts the donor has given through that profile.
12. Average gift - this column populates the average amount the donor has given
13. Total gifts - this column displays the all time amount a donor gives within the date range.
Funds
Fund Summary is an excellent resource to gather data on each of your funds. Simply enter a date range and you will instantly get online, offline, and net amount given toward each fund.
1. Date range - You can now generate a report for all funds by changing the date range. If you would like to know the exact amount based on the period, you can simply enter a date range and the data will update.
2. Campus Dropdown menu - If you have multiple campuses, then you can choose the campus and only the funds associated with the campus will appear. Campuses will appear in the same order they are listed on the Campuses tab. You can learn more about Campuses here.
3. Export - Once you have set the date range and, if applicable, the campus, then you can click export to generate a report based on those parameters.
4. Refresh button- Periodically if changes are happening quickly, a change may not yet be reflected in your report. If you feel this is the case, you can click Refresh to ensure that the page forces a full reload of your data.
5. Fund/sub-fund - Funds and sub-funds will appear as you have listed in the Funds tab. If you have campuses, only the funds/sub-funds associated will appear.
6. Campus - This is a label for the campus.
7. Online - This column is for all online donations, which include ACH and credit cards.
8. Offline - This column is for all offline donations, which includes cash and check donations.
9. Net Amount - The amount generated reflects exactly what goes into your organization's bank account.