Donation Summary
The Donation Summary report gives you a clear picture of your church's giving activity. Use it to track donation totals, monitor giving trends, and prepare financial reports for your leadership team.
Before You Begin
- Ensure donations are being recorded consistently in your system
- You need the appropriate permissions to access financial reports
Running the Report
- Navigate to Reports from the main menu.
- Click the Donation Summary card.
- Set the date range to define the reporting period.
- Apply additional filters such as fund or other criteria to narrow the results.
- The report will display the giving summary for the selected period.
What the Report Shows
The Donation Summary report includes:
- Total donations -- The overall giving amount for the selected period.
- Donor count -- The number of unique donors who contributed.
- Amounts by fund -- A breakdown of giving across different funds, if applicable.
Practical Uses
- Financial planning -- Review giving trends to forecast future income and plan your budget.
- Board reports -- Generate summaries for regular board or leadership meetings with clear giving data.
- Year-end reviews -- Run the report for the full year to prepare annual financial summaries.
- Campaign tracking -- Filter by fund to track progress on special giving campaigns or building projects.
- Seasonal analysis -- Compare giving across different periods to understand seasonal patterns.
tip
Run this report monthly to stay informed about your church's financial health. Comparing month-over-month data helps you spot trends early.
warning
Donation data comes from recorded contributions in your system. Make sure donations are entered consistently -- whether through online giving, check processing, or manual entry -- for the most accurate reports. See Recording Donations for details.