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Donation Reports

B1 Admin gives you several ways to view and analyze your church's giving data. The Donations Summary page provides a visual overview with charts and filters, while the Reports section offers a more detailed Donation Summary report. Use these tools to track giving trends, prepare for board meetings, or reconcile your records.

Donations Summary Page​

The Summary page is the first thing you see when you click Donations in the sidebar. It provides a high-level view of your giving activity.

  1. Navigate to Donations in the sidebar to open the Summary page.
  2. Use the date range filter to select the time period you want to review. Set the earlier date on top and the more recent date on the bottom.
  3. The page displays a weekly giving chart so you can see trends at a glance.
  4. Click Download to export a CSV file with the total amount given, the week it was given, and the fund it was given to.
note

The Summary page shows aggregate giving data. It does not include individual donor names. For donor-level details, use the Batches page.

Viewing Donor-Level Details​

For a breakdown of who gave, how much, and to which fund:

  1. Navigate to Donations > Batches.
  2. Click on a batch name to open it.
  3. The batch detail page lists each donation with the donor's name, amount, fund, date, and payment method.
  4. Click on a donor's name to see a breakdown of how many times they donated and how much each time.
  5. Click on a donation ID to open a side panel with the full details for that individual donation.
  6. Click Download to export a CSV with all donor and donation information for that batch.

Donation Summary Report​

B1 Admin also includes a Donation Summary report in the Reports section:

  1. Click Reports in the sidebar.
  2. Select the Donation Summary report.
  3. Choose your filters (date range, fund, campus, etc.) and run the report.

Exporting Data​

You can export donation data from multiple places:

  • Summary page -- download a CSV of weekly giving totals by fund
  • Batch detail page -- download a CSV of individual donations with donor details
  • Funds detail page -- download donation history for a specific fund
tip

For year-end reporting, combine the Summary page export with the Giving Statements tool to get both aggregate trends and individual donor statements.