Giving reports

The Reports tab shows how giving is going over time and where it comes from. Admins and people with the Finance role can open it.

Open Reports

Open Giving, then Reports. The page opens on this year so far, week by week. At the top is the total given, with how it compares to the same days last year. Beside it are four figures about the people who gave. Below are a chart of giving over time and a few cards that break the total down.

Choose what to show

The settings at the top change the whole page.

• Show by is Week, Month or Year. Weeks run Sunday to Saturday and are named for the Sunday they start on.
• Range is This year, Last 12 months, Last year or Custom. It isn't offered when you show by year, which shows each calendar year, up to the last 10.
• From and To appear when you pick Custom. A custom range can be up to 10 years long. A date you type applies when you leave the field or press Enter. A date you pick from the calendar applies at once.
• vs same days last year turns the comparison on and off. It isn't offered when you show by year.
• Fund shows one fund, or All funds.
• Campus shows one campus. It appears once your church has more than one.

On a phone, the settings fold into one button. Press it, change what you want, then press Apply.

Every view has its own address, so you can bookmark one or send it to another Finance person.

Compare with last year

The big number, the Givers figure and the cards compare with the same dates last year. If today is November 3, this year so far is set against January 1 to November 3 of last year.

The chart's weekly bars compare each week with the week 52 weeks earlier, so a Sunday lines up with a Sunday. A week or month that isn't over yet is hatched and marked "so far".

Press Show as a table over the chart to read the same numbers as text. Press Show as a chart to go back.

The four figures

Next to the total are four figures about who gave in the range you're looking at.

• Givers is how many people gave. With the comparison on, it shows how that changed from the same days last year.
• First-time givers is how many people made their first gift ever in this range. This counts a person's first gift to any fund or campus, even when you've picked one (within your campuses, if your role is limited to some).
• Typical gift is the middle gift: half the gifts were smaller and half were larger. The average sits beside it.
• Recurring is how many givers had at least one gift through a recurring gift in this range.

What counts

• A full refund removes the gift from the totals altogether, as if it had never been given.
• A partial refund comes off on the day it was made, not on the day of the gift.
• A gift you fix with Correct changes in place, on its own date. The month it was given in shows the corrected amount.
• Gifts with no person attached, such as loose cash, count in every total. They just aren't tied to anyone, so they aren't counted as givers.
• Someone whose only gift was fully refunded, or corrected down to nothing, isn't a giver.
• Registration fees aren't gifts, so they aren't here.

The cards

• By fund shows each fund's total and share, and how it changed from last year.
• Givers is described in the next section.
• How people gave has By method (card, bank account, cash, check and so on) and By source (online, offerings, imported or corrections).
• By campus shows each campus's total. It appears once you have more than one campus.
• Funds against budget replaces By fund when a fund in view has a budget or a goal. See the next section.
• Biggest weeks lists the five weeks with the most given in the range, and how many gifts each had.

Budgets and goals

Set budgets and goals on the Funds tab. See Gifts and funds. Reports then show how giving compares.

When budgets show

Budgets show when the range is This year or Last year. They don't show for Last 12 months, a Custom range or Year under Show by, because none of those is one budget year. They also don't show when you pick a Campus, or if your role is limited to some campuses, since a budget is for the whole church.

Goals show whenever you haven't picked a Campus and your role isn't limited to some campuses, for any fund the report is showing. The range doesn't matter, because a goal counts from its own dates. When the range has no gifts at all, the cards, and so goals and budgets, aren't shown.

Under the total

When every fund in view (the fund the Fund filter picks; otherwise the active funds plus any fund with giving in the range) has a budget for the year, a bar sits under the big total with a line such as "62% of the 2026 budget · $4,000 ahead of pace". When only some do, you see a line such as "3 of 5 funds have a 2026 budget". With none, there's nothing.

Gifts with no fund (shown as No fund) can't have a budget or a goal.

Funds against budget

On this card, each fund shows what it has given, "of $X budget", a bar, and where it stands against pace. A fund with a budget or goal and no gifts in the range is listed at $0.

Ahead of pace means the fund has given more than it would have by this day if giving followed its usual pattern through the year. Behind pace means less. On pace means within a dollar of it. Under the words, a small line says how the pace was worked out:

• Paced on this fund's 2025 giving. The fund had giving in at least 12 weeks of the year before the budget's, so its own pattern is used. A fund that gets most of its gifts in December is expected to get most of its budget then.
• Paced on the church's 2025 giving. The fund is newer or quieter, so the church's giving pattern for all funds is used.
• Paced evenly. There's no giving history, so the budget is spread evenly through the year.

The year in these lines is the year before the budget's, since that's the pattern used.

With Last year, the year is over, so each fund is compared with its whole budget, without a pacing note.

Goals

A goal shows under the fund's name, with a bar. It reads like "$32,000 of $50,000 since 1 Mar 2026". Before the start date it says "Starts 1 Mar 2026". Once gifts to the fund reach the amount, it says "Reached on" and the date. If refunds later take it back under, it shows the amount again. Gifts after the end date don't count. A goal past its end date that wasn't reached says when it ended (for example "· ended 30 Jun 2026") and shows no pace.

If the goal has an end date and isn't reached yet, the line also says whether the fund is ahead of or behind pace, as if the goal were spread evenly from the start date to the end date. Without an end date, there's no pace.

The Givers card

The Givers card shows who gave, not only how much.

• Households giving is how many households gave. A giver with no household counts as their own.
• Recurring givers is the givers with a recurring gift in the range.
• Lapsed is the people who gave in the same days last year but not this year. It appears only when vs same days last year is on.
• Back again is the people who gave before, didn't give in the same days last year, and gave this year. It also appears only when the comparison is on.

Under those, givers are grouped by how much they gave in the range: Under $100, $100–1k, $1k–5k, $5k–10k and $10k+. Each group shows how many givers it has and what they gave together. A total of exactly $100 is in $100–1k, and so on up.

If nobody counts as a giver in the range, for example because every gift has no person on it, the card says no one counts as a giver in this range: the gifts there have no person on them, or were refunded.

Download the numbers

Download CSV at the top gives you the over-time figures for what's on screen, as a file that opens in a spreadsheet. Each card has its own Download CSV too.

The Givers card has Download givers (names and totals). The file has one row per giver, with these columns: Name, Household, Total, Gifts, First gift ever, Recurring and Status. Status says new, back again or lapsed, or is empty. Lapsed givers are listed too, with a total of 0.00. If you can't see a person's name, the file shows "Name not shown".

The givers file's totals can fall short of the page's total. Gifts with no person aren't in it, and someone whose gifts in the range were refunded down to nothing isn't counted as a giver.

The over-time and card downloads show no names. Only this button does.

Print summary

Print summary, beside Download CSV at the top, prints the report you're looking at on one page (two if you have many funds), for a finance team or a board. It opens your browser's print dialog. To get a file instead of paper, choose Save as PDF there.

The printed page has:

• your church's name, the dates, the comparison if it's on, and which campus and fund it covers if you picked one (or your campuses, if your role is limited to some)
• the total, how it compares with last year, and the budget bar if there is one
• the four figures
• the chart
• the Funds against budget card, or By fund when nothing has a budget or goal
• a line at the bottom with the same, plus the day it was printed and your name

It always prints the chart, even if you switched to Show as a table. The other cards, the settings and the download links aren't printed. No giver's name is ever on the page.

Print summary is on a computer, not on a phone.

If your role is limited to a campus

You see only your campuses. All campuses means all of yours, and the page shows which campuses it covers next to the title. The givers figures and the Givers card count givers within your campuses too, and the card says which. See More than one campus.

If something looks off

• No gifts in this range. Pick a wider range. See last year appears when last year has gifts.
• No gifts yet. Record a gift or import your giving history first. See Gifts and funds.
• Reports couldn't load. Press Try again.

For one giver's total, see Giving statements.

Still stuck? Ask Silas