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Donazione Rapporti

B1 Admin gives you several ways Per Visualizza and analyze your church's giving data. The Donations Summary page provides a visual Panoramica with charts and filters, while the Rapporti section offers a more detailed Donazione Summary Rapporto. Use these tools Per track giving trends, prepare for board meetings, or reconcile your records.

Prima di Iniziare

Giving Dashboard​

The Giving Dashboard is the first thing you see when you Apri the Donations section. It provides a high-level Visualizza of your giving activity with key performance indicators.

  1. Apri the menu della sezione in the angolo in alto a sinistra and Scegli Donations Per Apri the dashboard.
  2. At the top, four KPI cards display your giving metrics at a glance:
    • Total Giving -- The total amount donated in the selected period.
    • Average Gift -- The average donation amount.
    • Unique Donors -- The number of distinct people who gave.
    • Total Donations -- The total number of individual donations.
  3. Use the period toggle Per switch between Weekly, Monthly, and Quarterly views.
  4. Below the KPIs, a chart displays giving trends for the selected period.
  5. Fai clic Scarica Per Esporta a CSV file with giving totals.

Donations Summary Pagina​

The Summary page provides more detailed aggregate giving data.

  1. Apri the menu della sezione in the angolo in alto a sinistra and Scegli Donations Per Apri the Summary page.
  2. Use the Data range filter Per Seleziona the Ora period you want Per review. Set the earlier Data on top and the more recent Data on the bottom.
  3. The page displays a weekly giving chart so you can see trends at a glance.
  4. Fai clic Scarica Per Esporta a CSV file with the total amount given, the week it was given, and the fund it was given Per.
Info

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 Per which fund:

  1. Navigate Per Donations > Batches.
  2. Fai clic on a batch name Per Apri it.
  3. The batch detail page lists each donation with the donor's name, amount, fund, Data, and payment method.
  4. Fai clic on a donor's name Per see a breakdown of how many times they donated and how much each Ora.
  5. Fai clic on a donation ID Per Apri a side panel with the full details for that individual donation.
  6. Fai clic Scarica Per Esporta a CSV with all donor and donation information for that batch.

Donazione Summary Rapporto​

Donazione reporting is built directly into the Donations section -- the Summary page serves as your donation summary Rapporto:

  1. Apri the menu della sezione in the angolo in alto a sinistra and Scegli Donations Per Apri the Summary page.
  2. Use the Data range filter Per Seleziona the period you want Per Rapporto on.
  3. Fai clic Scarica Per Esporta the Rapporto as a CSV file.

Exporting Data​

You can Esporta donation data from multiple places:

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

For Anno-end reporting, combine the Summary page Esporta with the Giving Statements tool Per get both aggregate trends and individual donor statements.

Avanti Steps​

  • Generate Giving Statements for your donors at Anno-end
  • Review individual batches Per verify donation details
  • Check fund detail pages for giving breakdowns by category