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.