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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

Running the Report​

  1. Open the Jump menu (the search bar at the top-left of B1 Admin), expand Donations, and click Summary. The report runs right away for the past year.
  2. Choose Weekly, Monthly, or Quarterly to set how giving is grouped.
  3. In the Filter Report panel, set the Start Date and End Date, optionally pick a Fund, and click Run Report.
  4. Click Download Options and choose Summary to download the totals as a CSV, or click the print icon to print the report.

See Donation Reports for more on this page.

What the Report Shows​

The Donation Summary includes:

  • Total Giving -- The overall giving amount for the selected period.
  • Average Gift and Total Donations -- The typical gift size and the number of gifts.
  • Unique Donors -- The number of unique donors who contributed.
  • Amounts by fund -- A bar chart of giving per week, month, or quarter, broken out by fund.

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.