Giving Detail Report

This article provides steps to run a Giving Detail Report and information on viewing basic Report Details.

The Giving Detail report shows details for donations during the selected report time frame and for the funds selected. A Diocese Giving Administrator can run the giving detail report by associated organization so they can see the giving for a particular Associated Organization.

If Associated Organizations are enabled the Giving Detail Report can be filtered by Associated Organization. You can also email the Giving Detail Report to an associated organization.

 


Complete the following steps to run the Giving Detail Report:

1. In Giving, select Reporting in the main menu.


2. On the Select Report Type card, select the Giving Detail report.


3. Select the Report Timeframe. (Last 7 Days, Last 30 Days, Year to Date, Last Year, Custom Date Range.)


4. Select the Fund(s) to be included in the report.


5. If Associated Organizations are enabled, select Organizations by which to filter the report. You can select multiple associated organizations, if you wish, including gifts given with no specified organization.


6. Select Fund Source. Multiple Fund Sources can be selected: Physical Contribution, Online Contribution, and Mobile Text Contribution. Physical Contribution includes Internal Only Funds and is viewable when the organization has Directory.


7. Click the Run Report button.

 
 


Report Results

The Overview card provides a summary of the Gifts segmented by Funds, Donor Types, and Payment Methods. The Overview card also lists the total number of gifts, total amount given, refunds, and any rejections and corrections that were received during the time frame. 


Individual Fund Cards provide individual summaries by Source, Donor Types, and Payment Method for each Fund, along with the information about the Total number of Gifts, Total Amount given, Refunds, and any Rejections and Corrections that were received during the time frame for that individual fund.


To view more information and a listing of all transactions for a given fund, click the Show Transactions button. For further information, please see View Transaction Details for the Giving Detail Report.


Note* Funds without contributions for the selected timeframe are displayed on the Excluded Funds card.


  

To reconfigure and rerun the report, update your selections and then click the Update Report icon.

 

Exporting the Report

Exporting the report allows you to print the report, save it to your computer, or otherwise use the report. To export the report, click the download icon, and then choose the format type.


Two file types are available for export:

  • Acrobat (PDF) File - provides a PDF file of the report. You can customize the download settings before downloading the file:

    1. Select the Report View: Summary with Charts or Detail (provides individual transactions)




    2. Select to Group the information by Funds or Funds and Organizations (if Associated Organizations are enabled)




    3. You can select whether or not excluded funds are listed in the download.




    4. Click the Download Report button.
     

     
     
  • CSV (Comma Delimited) - provides individual donor details (Name, gift amount, and gift frequency, along with other information), as well as the Fee Offset Amount.
     

 

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