View Gifts

View Giving Trends

To see an overview of the gifts given to your ministry, follow these steps:

1. Select Overview in the left-hand navigation menu. 



2. Adjust the data range.

The Overview report offers a general look at your giving info. By adjusting the top right-hand drop-down menu, you can view data for the last 7 days, the last 30 days, or for the current month. 



3. Click Gifts for more details.

For a more detailed report, click Gifts in the left-hand navigation menu.



4. Click Export to download a CSV file.

If you need to export your gifts for use with your accounting software, select your desired time frame and click Export to download a CSV file.


Find Individual Gifts

To locate individual gifts, click Gifts in the Finance Team's admin sidebar and follow these steps:

1. Search for a specific gift.

To search for individual gifts enter the name of a giver in the search bar.



2. Select any donation in the table to view its details.


3. Navigate your gifts.

Clicking the arrows in the top right-hand corner displays the next gift. You can also return to the Gifts report by clicking Gifts in the top left-hand corner.  

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