Stewardship Reports

In addition to reports on multiple pages, the reports below are available specifically in the Stewardship section in MinistryPlatform. Note that any report that uses a Pledge Campaign as criteria can be set to only include Active Pledge Campaigns, if desired (to do so, a SPoC can go to Administration > Configuration Settings > CurrentCampaignFilters > edit Value as desired).

  • Account Summary & Drill Down
    Review the sum of donations between two dates by account number. Drill into the deposit date, deposit, and donors whose donations make up that total.
    Page: Deposits
     
  • Adjust Selected Distributions
    This report will allow you to review and initiate a process of correcting distributions that need to be applied to different programs.
    Page: Donation Distributions
     
  • Alter or Delete Subscription
    Review and change the amount of donation and distribution items that are part of a subscription created by the online giving system. Remaining items in the subscription may be deleted with this actionable report as well.
    Page: Donations
     
  • Campaign Dashboard
    A visual summary of a pledge campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Donation List
    A list of all donations to your campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Donation to Pledge Matching
    This report will identify donations that should be assigned to pledges and allow the user to correct them.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Pledge Dashboard
    A visual summary of the pledges to a campaign. This report displays the pledge due based on the time the report was run and the Pledge Campaign dates, the amount assigned to Pledge at the time the report was run and the difference between the amount due and assigned.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Pledge List
    Lists the pledges associated with a specific campaign.
    Pages: Pledge Campaigns, Pledges
     
  • Campaign Projection
    Review projected pledges and actual giving for the duration of the campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns
     
  • Change Selected Congregation (This report has been deprecated; we recommend this approach instead).
    This report will list those who are selected who are in a household in a specific congregation and allow the operator to reassign their household to a new congregation
    Page: Donors
     
  • Copy Selected Donations
    Use this report to review donations and then copy them. This is useful for creating correcting entries. The donations will be "ready for a batch".
    Page: Donations
     
  • Donation Analysis
    This report provides an analysis by Donor for donations in a given period (note: it returns Donors - not Households)
    Parameters: Period Start, Period End, Accounting Company, Statement Header, Program Filter, Min Period Giving (AKA Minimum Donation Amount Given During the Period Indicated that you want to show up on this report (anything below that number will not be listed on the report)), Tax Deductible, Group By, and Optional Title
    Pages: Congregations, Donation Distributions, Donations, Donors, Programs, Statement Headers
     
  • Donation Analysis Soft Credit
    If your church applies "Soft Credit" to select Distributions this report will assist you in finding out who gave and how much was given between two dates to one or more programs that was recorded as soft credit.
    Page: Donors
     
  • Donation Listing
    A listing of donations between two donation dates.
    Pages: Batches, Donations
     
  • Donation Listing - Enhanced
    List donations by batch between two dates. Allows the user to see much more information and apply more parameters than the Donation Listing report.
    Page: Donations
     
  • Donation Listing - Simple
    List donations between two dates in a simple table useful for export to Excel or other software applications for analysis.
    Page: Donations
     
  • Donations By Payment Type
    Summarizes donations by Payment Type for two user defined periods.
    Page: Donations
     
  • Donations By Week
    View the sum or count of donations by week. Filter by congregation, statement header or program
    Pages: Congregations, Donation Distributions, Donations, Programs, Statement Headers
     
  • Donations By Week By Program
    Review sum of donations by week by program.
    Pages: Donation Distributions, Donations, Programs, Statement Headers
     
  • Donor Dashboard
    Analyze various facts about your donors.
    Page: Donors
     
  • Donor Household Retention
    This report shows the number of new Donor households over time along with the retention of these households as future donors.
    Page: Donors
     
  • Donor Stmts
    This report will allow the creation of donor statements for all donors within a statement period.
    Page: Donors
     
  • Donor Stmts: 2 Column
    Donor statement showing donations for tithes and a column for all other designated.
    Page: Donors
     
  • Donor Stmts: 2 Column Selected
    Donor statement for selected donors with a column for tithes and a column for all designated.
    Page: Donors
     
  • Donor Stmts: 3 Column
    Donor statement showing donations for tithes, one other statement header, and a column for all other designated.
    Page: Donors
     
  • Donor Stmts: 3 Column
    This statement will always use three columns to break down donations. Program distributions will be listed in a column based upon the Statement Column value in the Program record..
    Page: Donors
     
  • Donor Stmts: 3 Column Selected
    This report will create 3 column statements for the selected donor records.
    Page: Donors
     
  • Donor Stmts: 3 Column Selected
    Donor statement for selected donors with a column for tithes, one other statement header, and a column for all designated.
    Page: Donors
     
  • Donor Stmt: 3 Column With Letter
    Print a personalized cover letter before each statement.
    Page: Donors
     
  • Donor Stmts: 4 Column
    Donor statement for all donors with three explicit columns for your first three statement headers and a 4th column for all others.
    Page: Donors
     
  • Donor Stmts: 4 Column Selected
    Donor statement for selected donors with three explicit columns for your first three statement headers and a 4th column for all others.
    Page: Donors
     
  • Donor Stmts: 5 Column
    Donor statement for all donors with four explicit columns for your first three statement headers and a 5th column for all others.
    Page: Donors
     
  • Donor Stmts: 5 Column Selected
    Donor statement for selected donors with four explicit columns for your first three statement headers and a 5th column for all others.
    Page: Donors
     
  • Donor Stmts: 6 Column
    Donor statement for all donors with five explicit columns for your first three statement headers and a 6th column for all others.
    Page: Donors
     
  • Donor Stmts: 6 Column Selected
    Donor statement for selected donors with five explicit columns for your first three statement headers and a 6th column for all others.
    Page: Donors
     
  • Donor Stmts: By Date
    Donor statement showing donations by date.
    Page: Donors
     
  • Donor Stmts: By Date Selected
    Donor statement for selected donors by date.
    Page: Donors
     
  • Donor Stmts: Selected
    This report will create statements for the selected donor records.
    Page: Donors
     
  • Donor Summary - Selected
    Summarizes giving by quarter for selected donor records.
    Page: Donors
     
  • Envelope File
    Produce an envelope file to be saved and sent to an envelope mailing company.
    Page: Donors
     
  • Envelope File Multi-Campus
    Produce an envelope file to be saved and sent to an envelope mailing company.
    Page: Donors
     
  • Find Donor Household Change: This report will list donor households by giving change (amount and %) and allow the user to create a selection. You are able to set which periods you're interested in looking at to see the percent and amount of change in their giving; the report will also show if they gave in one period and not the other (indicating loss or gain of givers). Set the "select heads only" option to True if you want the report to only include Donors who have a family position of Head of Household.
    Page: Donors
     
  • Find Donor Household Change Selected: This report will list donor households by giving change (amount and %) from a selection.
    Page: Donors
     
  • Find Donor Households: This report is similar in purpose to the “Find Donors” report.  However, it will return a list of Households whose total giving matches the criteria provided (note: it returns Households - not individual Donors).  It can create a selection of all heads or all household members who qualify. 
    Pages: Donors
     
  • Find Donors
    Find Donors who have given to a specific program or programs. Define a minimum amount during a period and even find people who are giving for the first time.
    Page: Donors
     
  • Find Donors: Export
    Find Donors who have given to a specific program or programs. Define a minimum amount during a period and even find people who are giving for the first time.
    Page: Donors
     
  • Find Soft Credit Donors 
    If your church applies "Soft Credit" to select Distributions this report will assist you in building a list of donors who were given soft credit between two dates to one or more programs.

    Page: Donors
     
  • First Donation By Week
    Analyze how many donors made a first donation each week over time.
    Page: Donors
     
  • Giving Band Analysis
    Analyze giving by donors based on "bands" or levels of giving. Set levels in Configuration Settings. Filter the results to specific types of giving.
    Page: Donors
     
  • Giving Band Export
    Export one row per donor based on "bands" or levels of giving. Set levels in Configuration Settings. Filter the results to specific types of giving.
    Page: Donors
     
  • Giving Band Summary
    View a table summarizing giving by "bands" or level of giving. Set levels in Configuration Settings. Group the results by age, zip, city, and other dimensions. Filter the results to specific types of giving.
    Page: Donors

    Here are some definitions for select columns in this report:
    • Donation Count > The number of Donations
    • Distr. Count > The number of Donation Distributions (for example, one Donation might have two Donation Distributions - $50 to General and $50 to Building)
    • Avg Giving > Band Giving divided by Donors
    • Avg Distr > Band Giving divided by Distribution Count
    • Avg Donation > Band Giving divided by Donation Count
       
  • Major Donors
    This report will list donors and their donations if those donors gave over a minimum threshold between two dates.
    Page: Donors
     
  • Pledge Campaign Statement
    This report is formatted similarly to a donor statement, but it lists only donations made towards a Pledge Campaign and it will list donations across multiple years.  For that reason, this is not a statement of tax deductible donations.  All donors who have a pledge will be listed.  Their statement can be printed and there are page breaks between donors.
    Page: Donors
     
  • Pledge Campaign Statement - Selected
    This report is formatted similarly to a donor statement, but it lists only donations made towards a Pledge Campaign and it will list donations across multiple years.  For that reason, this is not a statement of tax deductible donations.  Only selected donors who have a pledge to the campaign will be listed. Their statement can be printed and there are page breaks between donors.
    Page: Donors
     
  • Selected Batch Congregation Mismatch
    This report lists donations in each of the selected batch where the congregation of the donor is different from the congregation to which the donation is being credited.  Churches may use ths report as an alert system for donors who have switched campuses.
    Page: Batches
     
  • Selected Batch Listing
    A listing of the contents of selected batches.
    Page: Batches
     
  • Selected Batch Notes
    Review donations in the selected batch if they have a donor note or a donation note.
    Page: Batches
     
  • Selected Batch Simple Item List
    Prints items with notes and date and payment type.
    Page: Batches
     
  • Selected Batch Summary
    A summary of the selected batches including multiple pages with different ways of summarizing the batch contents
    Page: Batches
     
  • Selected Campaign Donor Summary
    This report will summarize all the activity related to any donor that has a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns
     
  • Selected Campaign Donor Summary Export
    This report is formatted for export to Excel and use as a mail merge. It will summarize all the activity related to any donor that has a pledge to the selected campaign OR that has made a gift to a program participating in a selected campaign. (note: unbatched donations do not appear in this report)
    Page: Pledge Campaigns

    Here are some definitions for select columns in this report:
    • Total Installments > Installment Amount of the Donor's Pledge(s)
    • Total Pledge > Total Pledge Amount of the Donor's Pledge(s)
    • Total Active Pledge > Total of Donor's Pledge(s) with a status of Active
    • Pledged Giving > Giving from the Donor credited to their Pledge(s)
    • Pledge Remainder > Remaining balance on the Donor's Pledge(s) (Total Pledge(s) less Pledged Giving)
    • Unpledged Giving > Giving from the Donor to the Pledge Campaign's Program *not* credited to their Pledge (If set as the pledge Campaign on the Program record)
    • Total Giving > Total giving to the Pledge Campaign's Program (Pledged Giving plus Unpledged Giving)
    • % of Pledge > Percentage of Pledge fulfilled (Pledged Giving divided by Total Pledge)
    • Other Pledge Credited > Total giving where the Donor is marked as the Soft Credit Donor on another Donor's gift to the Pledge Campaign's Program 

 

  • Selected Campaign Summary
    Get an overview of the status of a campaign. (note: both batched and unbatched donations will appear if the Donation Distribution has been assigned a pledge)
    Page: Pledge Campaigns
     
  • Selected Deposit - Batch & Donation Listing
    View donations by batch in each of the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Congregation Breakdown
    This report will summarize the breakdown by the congregation set on each batch for the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Export Preview
    View a summary of giving by program in each of the selected deposits.
    Page: Deposits
     
  • Selected Deposit - Items List
    This report will provide an interactive listing of items within a deposit. It will aid in preparing the deposit slip for the bank as well as providing a printable report of check amounts and numbers.
    Page: Deposits
     
  • Selected Deposit Program Summary Export 
    This report provides a deposit level summary by Program with Account Number. It includes an option to mark the selected deposits as "exported"
    Page: Deposits
     
  • Selected Donation Images
    This report will show you the images and other information about the donations associated with the selection below.
    Page: Batches, Deposits, Donation Distributions, Donations
     
  • Selected Donation Letter
    This report will allow you to print letters related to selected donations.
    Page: Donations
     
  • Selected Donation Listing
    This report lists the selected donations
    Page: Donations
     
  • Selected Donation Mail Merge: This report can create a mail merge file for selected donation records on the Donations page or donations records within selected Batches on the Batches page.  Each row in the resulting report will contain data about the donation and up to 4 distribution records. 
    Page: Batches, Donations
     
  • Selected Donations By Month
    This report provides a summary of donations by month and program
    Page: Donations
     
  • Selected Donor Donation Listing
    A listing of donations made by selected donors.
    Page: Donors
     
  • Selected Donor Letter
    This report will allow you to print letters to the selected donors.
    Page: Donors
     
  • Selected Labels
    Get labels for the selected contact records.
    Pages: Activity Log, All Subscriptions, Background Checks, Contact Attributes, Contact Log, Contact Relationships, Contacts, Donation Distributions, Donations, Donor Accounts, Donors, Engagements, Event Participants, Feedback Entries, Group Participants, Household Care Log, IT Help Tickets, Maintenance Requests, Milestones Assigned, Ministry Updates, Participants, Payments, Pledges, Purchase Requests, Responses, Suggestions, Time Off, User Tasks, Users
     
  • Selected Labels Envelope No
    Get labels for the selected contact records on donor page then return labels with envelope no printed.
    Page: Donors
     
  • Selected Pledge Donation List
    Prints a list of donations towards the selected pledge records.
    Page: Pledges
     
  • Selected Pledge Letter
    Quickly print a letter to donors who made the selected pledges.
    Page: Pledges
     
  • Selected Pledge Mail Merge
    This report includes data fields necessary for a mail merge related to the selected pledge records including the pledge total, given, and balance.
    Page: Pledges
FAQs
  • How do you see who in a specific group has given? 
    • Use transfer selection to get the contacts to the Donors page
    • Use the "Find Donor" selected report
 

Last Modified: 4/8/2018

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