Reports by donation
Reports by donation allow you to filter by campus, date, fund, label, stamp, or payment source to produce a list of donations that match the set criteria. After applying filters, email donors in the list or export the information.
To create a report by donation:
Select the Donations page from the top navigation in Giving.
Choose the Reports tab from the left sidebar.
Select the By donation tab.
Set the needed filters, including campus, date range, and information such as fund, labels, and stamps.
Select a donation to see more information about it.
(Optional) Select Export to print the report or export the data into a CSV.
After you have applied filters, the table will produce a list of donations that match the set criteria.
The table includes information about the donations relevant to the filters you applied, including:
The date and amount of the donation.
The name of the donor.
The fund the donation was given to and the payment source it originated from.
A collection of stamps that tell you more about the donation, including information such as the payment method, campus, and status.
Understand donation flags
Colored flags are sometimes added to donations to communicate information about a donation's status.
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Yellow flags indicate the donation is not yet successful. It could be in an uncommitted batch, in transit, or awaiting transit.
Blue flags indicate a donation has been adjusted. Check the donation for information about the adjustment made.
Red flags indicate the donation was refunded or failed.
Available filters
When building a report, many filters are available. Each one helps you capture a specific list of donations based on set information.
Campuses
Filter by campus to locate donations designated to a specific campus. The available campuses are determined by the campuses listed in Account settings. If you have the campus selector on the online donation form enabled, donors can choose a campus to donate to. If the campus selector is turned off, donations will be assigned to a campus based on the donor's primary campus in People.
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Funds
Funds are set up by your church as categories for your donors to choose when giving.
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Labels
Labels help organize your donations. They can be created, edited, and manually applied to each donation by an Administrator.
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Important
Labels are only visible in Giving. They are not visible to donors in their Church Center profile, and they will not be included in donor statements.
Stamps
Stamps automatically apply to donations and tell the donation's story as a financial transaction. They are defined by Giving and are not editable.
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Stamps show you information about a donation, including its status and how/where it was created:
Stamp | Explanation |
campus | If you have the campus selector enabled on the online donation form, the campus stamp indicates the campus chosen by the donor while donating or when the donation was entered into a batch. If the campus selector is turned off, the campus stamp indicates the donor's primary campus. |
recurring | Donation is part of a recurring donation. |
sms | Donation was received through text2give. |
mobile app | Donation was given on the Church Center app. |
express | Donation was received through express give. |
adjusted | Donation was edited when it was in a committed batch or after it had finished processing. Select the donation to review the adjustment history. |
refunded | Donation was refunded, and funds were returned to the donor. |
anonymous | Donation was given by an anonymous donor. |
fee covered | The donor chose to cover the fee for this donation. |
memo added | Donation has a memo attached. Select the donation to view the memo. |
nondeductible | Donation was given through a nondeductible payment source. |
Channel (batch, payments, or api) | Indicates how a donation was entered into Giving, either through a batch, processed online through Payments, or the Giving API. |
Method (ach, cash, check, or card) | Indicates the payment method of the donation. |
uncommitted | The donation is part of a batch that hasn't been committed. |
awaiting verification | Donation was made from a bank account added through the manual verification process, which takes 2-5 days to complete. Once the verification process is complete, the donation will process. |
awaiting transit | The ACH donation is less than two hours old and hasn't yet entered the banking system. There's still time to cancel this donation if it was made in error. |
in transit | The ACH donation has now entered the banking system and can no longer be canceled. It will take a few days for the transaction to settle. |
in dispute | The donor has disputed this charge with their bank. This is a rare occurrence. |
failed | The transaction failed, either in the banking system or because it was marked as failed by an administrator. |
succeeded | The transaction was given to the bank; it didn't fail and wasn't refunded. The transaction will appear on donor statements. Most donations will end their lifecycle with this status. |
paid out | This donation was in a payout that was deposited into the church's bank account. |
Payment sources
Payment sources give you a way to identify donations that came from external systems, such as Paypal, Square, SimpleGive, FellowshipOne, etc.
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