In addition to reports on multiple pages, the reports below are available specifically in the Stewardship section in MinistryPlatform.

Note: Any report that uses a Pledge Campaign as criteria can be set to only include Active Pledge Campaigns. A SPoC can go to Administration > Configuration Settings > CurrentCampaignFilters and edit the setting).

• 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, Campaign Dashboard Selected
  A visual summary of a pledge campaign.
  Pages: Pledge Campaigns, Pledges
   
• Campaign Donation List, Campaign Donation List Selected
  A list of all donations to your campaign.
  Pages: Pledge Campaigns, Pledges
   
• Campaign Donation to Pledge Matching
  This report identifies 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; instead, transfer the desired record(s) to the Households page and use the Assign functionality to update the Congregation field).
  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." Note: This report has been replaced by the Copy/Reverse Donations Tool.
  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. The report includes the Last Household Donation, which is the last date any member of the family made or scheduled a donation. This is updated nightly by routine.
  Page: Donors
   
• Donor Stmts, Donor Stmts: Selected
  This report will allow the creation of donor statements for all donors within a statement period or all selected donors within a statement period.
  Page: Donors
   
• Donor Stmts: 1 Column with Letter
  Donor statement showing donations for tithes and a column for all other designated.
  Page: Donors
   
• Donor Stmts: 2 Column, Donor Stmts: 2 Column Selected 
  Donor statement showing donations for tithes and a column for all other designated.
  Page: Donors
   
• Donor Stmts: 3 Column, Donor Stmts: 3 Column Selected
  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 Stmt: 3 Column With Letter
  Print a personalized cover letter before each statement.
  Page: Donors
   
• Donor Stmts: 4 Column, Donor Stmts: 4 Column Selected
  Donor statement for all (or 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 Stmts: 5 Column Selected
  Donor statement for all (or 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 Stmts: 6 Column Selected
  Donor statement for all (or 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 Stmts: By Date Selected
  Donor statement showing donations 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

• Financial Summary, Financial Summary: Selected
  Summarizes giving by program or by total to the congregation but doesn't actually list the donations. Perfect for mid-year giving updates.
  Pages: Accounting Companies, Contribution Statements, 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 Household Summary
  A summary of donations for the entire household by quarter, over a set of years including the ability to add soft credit donations to the quarterly sums.
  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, Prayer & 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