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Getting Here
Navigation: Steward → Reports
Overview
The Giving Reports page provides comprehensive reporting on all giving activity. It features date presets for quick access to common periods (This Week, This Month, Last Month, This Quarter, Year to Date, Last Year), fund filters, payment method breakdowns, and session status summaries. Data can be exported to CSV or printed.
Fields & Controls
Date & Filter Controls
| Field | Type | Description |
|---|---|---|
| Date Presets | Button group | Quick date range selectors: Today, This Week, This Month, Last Month, This Quarter, Last Quarter, Year to Date, Last Year. |
| Custom Date Range | Date pickers | Set a custom From and To date for the report period. |
| Fund Filter | Dropdown | Filter the report to a specific fund or show all funds. |
| Campus Filter | Header picker | Campus filter from the global header. Applies to all report data. |
Summary KPIs
| Field | Type | Description |
|---|---|---|
| Total Giving | Currency (CAD) | Sum of all transactions in the selected period. |
| Transaction Count | Number | Total number of individual transactions. |
| Unique Donors | Number | Number of distinct donors who gave in the period. |
| Average Gift | Currency (CAD) | Average transaction amount (total / count). |
Payment Method Breakdown
| Field | Type | Description |
|---|---|---|
| Cash | Currency + bar | Total cash giving with visual bar and color indicator (green). |
| Cheque | Currency + bar | Total cheque giving (blue). |
| e-Transfer | Currency + bar | Total e-Transfer/ACH giving (teal). |
| Card | Currency + bar | Total credit/debit card giving (purple). |
| Online | Currency + bar | Total online giving (purple). |
| Text | Currency + bar | Total text-to-give (amber). |
| In-Kind | Currency + bar | Total in-kind gifts (gray). |
Session Status Summary
| Field | Type | Description |
|---|---|---|
| Posted | Count + Currency | Number and total of posted sessions in the period (green). |
| Locked | Count + Currency | Number and total of locked sessions (blue). |
| Submitted | Count + Currency | Number and total of submitted sessions (amber). |
| Balanced | Count + Currency | Number and total of balanced sessions (green). |
| Draft | Count + Currency | Number and total of draft sessions (gray). |
Fund Breakdown
| Field | Type | Description |
|---|---|---|
| Fund Name | Text | Name of each fund that received gifts in the period. |
| Total | Currency (CAD) | Total giving to this fund in the period. |
| Percentage | Percentage + bar | This fund as a share of total giving. |
| Color | Color indicator | Fund color for visual identification. |
Actions
Generate a Report
- Select a date preset or set a custom date range
- Optionally filter by a specific fund
- The report data loads automatically
- Review the KPIs, payment breakdown, session status, and fund breakdown
Export Report
- Click “Export” in the header
- Choose CSV to download a spreadsheet or Print to open a print-friendly view
- The export includes all data visible in the current report view
Print Report
- Click “Export” → “Print”
- A print-optimized view opens in a new window
- Use your browser's print dialog to print or save as PDF