Reports

The following reports are available:

Reports > Auto-Donations

Use the Auto-Donations report to review recurring transactions that repeat automatically. Use the Status, Frequency and Search filters to limit the display to only those you want to view. Hover over Reports and choose Auto-Donations to access the page.

Additional filters allow you to view only the recurring gifts you may want to work with:

•Status: in this drop-down, you can drill down and view transactions by their specific status. For example, maybe you need to see all successful recurring gifts or isolate just your declined transactions for follow up.

•Period: this drop-down will allow you to view your recurring transactions by a specific frequency. For example, drill-down into your monthly recurring gifts or choose to just view your weekly givers.

The “Action” drop-down provides quick access to specific tools to help you manage a specific transaction.

Continue reading to learn more about these options:

More Info: selecting this option will open full details on this recurring gift.

Within “More Info” we’ve included the previous “Action” options so you can fully manage this gift from here.

Edit Funds/Amts: there are times where a donor may want to change where their donation is designated or adjust the amount of their gift.

Rather than disabling their current gift and asking them to create a new one reflecting their desired changes, you can use “Edit Funds/Amts” to make any necessary changes for them.

Disable: there are times where a donor may need to stop their recurring gift. Select this option to stop their recurring gift from processing.

Payment Profiles: donors appreciate being able to store their desired payment methods securely. Not only does it prevent the need to rekey long account information for future donations, it makes future gifts lightning fast! Within the “Payment Profiles” option you can view a donor’s stored payment methods, update expiration dates on credit cards, remove stored accounts or add new forms of payments. With access to Payment Profiles, you have full flexibility to support your donors with total peace of mind as only the last 4-digits of the account number is ever visible.

Reports > Transactions

Use the Transactions report to view all transactions from gifts, payments and event payments.

To access the Transaction Report mouse-over Reports on the side menu and click on Transactions.

NOTE: if you do not see the Reports tab on the left panel of the Control Panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

Designed to provide greater flexibility in viewing your transaction data by introducing new filtering and sorting options.

Click on “Advanced Search” to see additional reporting options:

•1) Search by donor name (first and/or last) or enter a transaction $ amount

•2) Filter by date range of transactions

•3) Choose your preferred sort order

•4) Determine the payment types you want to include in your query, click to select the payment types you want to include in your search

•5) Determine whether to include one-time and/or recurring transactions in your search results

•6) Click the orange [Search] button to run your query

Once your search results are returned click the “Action” drop-down next to any transaction to quickly access relevant options to managing this gift.

Continue reading for more details:

Print Receipt: while we are largely paperless these days, there are situations where a paper receipt is all that will do. Choose this option to quickly print a copy of the original receipt that was sent to your donor.

Resend Receipt: the next time a donor calls to check on their online donation, not only can you quickly locate their transaction, but you can just as easily email them an additional copy of their receipt. When you click on “Resend Receipt” we’ll pre-populate the “Send” field with the donor’s email address; however, you do have the option to enter a different email address if needed.

Full Refund: There are situations where refunding a transaction is needed. Choose “Full Refund” to return the full transaction amount back to the donor’s original form of payment.

Payment Profiles: here you can view a donor’s existing Payment Profile (their stored payment methods). You also have the ability to create a new payment profile (store a new payment method) on behalf of the donor. As you know, sometimes donors like a personal connection and now when a donor connects with you for assistance, you can fully assist them. As always, only the last-4 digits of their payment method is visible at any time.

Reports > Deposits

***This article is specific to customers using Payment Brands as their payment processor. To determine if Payment Brands is your payment processor, simply look for “(Payment Brands)” at the top of your batch report.***

1. While in your Control Panel, hover your cursor over the Reports icon on the left side of your screen. Then, click on Processing.

NOTE: if you do not see the Reports icon on the left side of your screen, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

2. Enter the desired date range for the report, then click Search. Your search results will appear below. To view the donations that make up each batch deposit, click Action > View Transactionson the right side of your screen.

3. Review the report. If you would like to Export or Print the contents of the report, use the Exportand/or Print buttons in the top right corner of your screen.

NOTE: Batch deposits are deposited 2-3 business days from the date of the donation. Deposits made during the same business day or during the same weekend will batch together. (i.e., All donations given on a Monday will batch together and deposit on the following Wednesday or Thursday, and all donations given on Saturday and Sunday will batch together and deposit on the following Tuesday or Wednesday).

You can also view the Billing Report here by clicking the Billing tab at the top of the screen.

Reports > Canned Reports

Use the Reports page to show various giving lists. Hover over Reports and choose Canned Reports to access the page.

Choose the report to view.

Person

Year to Date – By Person

Last Year – By Person

Last Month – By Person

Month to Date – By Person

Fund

Year to Date – By Fund

Last Year – By Fund

Last Month – By Fund

Month to Date – By Fund

Transaction

Last Month – By Transaction

Month to Date – By Transaction

Other

Form Payment Reports

QuickBooks Export

ChMS Manual Send

Funding Report (Payment Brands)

Pledges Report

Donors Missing Envelope Numbers

Billing Report (Payment Brands)

ChMS Sync Errors

Custom

Custom Report by Date Range

Reports > Auto Reports

Auto emails can be sent to notify your treasurer, bookkeeper, or any number of staff members of giving activity per day, per week, or per month. To setup Auto Reports, click Reports > Auto Reports.

NOTE: If you do not see the Reports tab on the left panel of the Control Panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.

Next, Click + Add Auto Report, and a small window will pop up to generate your auto report based on your preferences.

1. Input the name of the Auto Report. The name of this report will appear in the subject line of the email sending the report.

2. Check the Yes box to enable the report.

3. Choose your format. You can have either an attached .csv file of the giving data or include the giving data in the body of the email message.

4. Input the email addresses you would like this auto report to be sent to. Separate multiple email address by inputting a comma after each email.

5. Choose your frequency. Daily reports will be sent every 24 hours, Weekly reports will be sent every Monday showing giving within the previous week (last Monday through Sunday), and Monthly reports will be sent the first day of the new month to represent all giving within the previous month. There is NOT an option to send an auto report immediately after single transactions are submitted.

6. Click Save to enable your report. The report will begin at the next available date based on your frequency preference (i.e. Daily reports would be sent the next morning, Weekly reports would be sent the following Monday, and the Monthly report would be sent at the first of the next month).

To Edit, Disable, or completely Delete your Auto Report, click the Action drop down in the row of the Auto Report you would like to take modify.