Stewardship Reports
In addition to reports on multiple pages, the reports below are available specifically in the Stewardship section in MinistryPlatform.
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
Review and initiate a process of correcting distributions that need to be applied to different programs.
Page: Donations Distributions
Alter or Delete Subscription
Review, change, or delete donation and distribution items that are part of a subscription created by the online giving system.
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 allows 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 you ran the report and the Pledge Campaign dates, the amount assigned to Pledge, and the difference between the amount due and assigned.
Pages: Pledge Campaigns, Pledges
Campaign Pledge List
This report 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.
Page: Pledge Campaigns
Change Selected Congregation
We don't recommend using this report. Instead, transfer the appropriate record(s) to the Households page and use the Assign page action to update the Congregation field.
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.
Parameters: Period Start, Period End, Accounting Company, Statement Header, Program Filter, Min Period Giving (or 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 helps you see who gave and how much they gave 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
This report lists donations by batch between two dates. See more information and apply more parameters than the Donation Listing report.
Page: Donations
Donation Listing - Simple
This report lists donations between two dates in a simple table that you can export to Excel or other software applications for analysis.
Page: Donations
Donation By Payment Type
This report summarizes donations by Payment Type for two specific 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 information 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 allows you to create 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
This Donor statement shows donations for tithes and a column for all other designated.
Page: Donors
Donor Stmts: 2 Column, Donor Stmts: 2 Column Selected
This Donor statement shows donations for tithes and a column for all other designated.
Page: Donors
Donor Stmts: 3 Column, Donor Stmts: 3 Column Selected
This statement uses three columns to break down donations. Program distributions are listed in a column based un 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
This Donor statement for all (or selected) donors has three explicit columns for your first three statement headers and a fourth column for all others.
Page: Donors
Donor Stmts: 5 Column, Donor Stmts: 5 Column Selected
This Donor statement for all (or selected) donors has four explicit columns for your first three statement headers and a fifth column for all others.
Page: Donors
Donor Stmts: 6 Column, Donor Stmts: 6 Column Selected
This Donor statement for all (or selected) donors has five explicit columns for your first three statement headers and a sixth column for all others.
Page: Donors
Donor Stmts: By Date, Donor Stmts: By Date Selected
This Donor statement shows donations by date.
Page: Donors
Donor Stmts: Selected
This report creates statements for the selected donor records.
Page: Donors
Donor Summary - Selected
This report summarizes giving by quarter for selected donor records.
Page: Donors
Envelope File
This report produces an envelope file to be saved and sent to an envelope mailing company.
Page: Donors
Envelope File Multi-Campus
This report produces an envelope file to be saved and sent to an envelope mailing company.
Page: Donors
Financial Summary, Financial Summary: Selected
This report summarizes giving by program or by total to the congregation but doesn't actually list the donations. This is useful for mid-year giving updates.
Pages: Accounting Companies, Contribution Statements, Donors
Find Donor Household Change
This report lists donor households by giving change (amount and percentage) and allows you to create a selection. Set which periods you're interested in viewing to see the percent and amount of change in their giving; the report also shows if they gave in one period and not the other, indicating a loss or gain of givers. Set the Select Heads Only option to Yes 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 lists donor households by giving change (amount and percentage) from a selection.
Page: Donors
Find Donor Households
This report is similar in purpose to the Find Donors report. However, it returns a list of Households whose total giving matches the criteria provided. 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 helps you build 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 code, city, and other dimensions. Filter the results to specific types of giving.
- 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.
Page: Donors
Major Donors
This report lists 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. It also lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. This report lists all donors with a pledge. You can print their statements, 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 lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. This report lists only selected donors with a pledge to the campaign. You can print their statement, 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 credited. Churches may use ths report as an alert system for donors who have switched campuses.
Page: Batches
Selected Batch Listing
This report produces a list 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
This report prints items with notes and date and payment type.
Page: Batches
Selected Batch Summary
This report provides a summary of the selected batches, including multiple pages with different ways to summarize the batch contents.
Page: Batches
Selected Campaign Donor Summary
This report summarizes all the activity related to any donor with a pledge to the selected campaign OR that made a gift to a program participating in a selected campaign.
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.
- Total Installments: The Installment Amount of the Donor's Pledge(s).
- Total Pledge: The Total Pledge Amount of the Donor's Pledge(s).
- Total Active Pledge: The Total of Donor's Pledge(s) with a status of Active.
- Pledged Giving: The Giving from the Donor creditd to their Pledge(s).
- Pledge Remainder: The remaining balance on the Donor's Pledge(s); Total Pledge(s) less Pledged Giving.
- Unpledged Giving: The Giving from the Donor to the Pledge Campaign's Program not credited to their Pledge, if this is set as the pledge campaign on the Program record.
- Total Giving: The total giving to the Pledge Campaign's Program; Pledged Giving plus Unpledged Giving.
- % of Pledge: The percentage of the Pledge fulfilled; Pledged Giving divided by the Total Pledge.
- Other Pledge Credited: The total giving where the Donor is marked as the Soft Credit Donor on another DOnor's gift to the Pledge Campaign's Program.
Page: Pledge Campaigns
Selected Campaign Summary
Get an overview of the status of a campaign.
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 summarizes 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 provides an interactive listing of items within a deposit. It helps prepare the deposit slip for the bank and provides 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 shows the images and other information about the donations associated with the selection below.
Page: Batches, Deposits, Donation Distributions, Donations
Selected Donation Images
Print letters related to selected donations with this report.
Page: Donations
Selected Donation Letter
Print letters related to selected donations with this report.
Page: Donations
Selected Donation Listing
This report lists the selected donations.
Page: Donations
Selected Donation Mail Merge
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 contains data about the donation and up to four 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
This report lists donations made by selected donors.
Page: Donors
Selected Donor Household Summary
This report provides 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
Print letters to the selected donors with this report.
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 the donor page then return labels with the envelope not printed.
Page: Donors
Selected Pledge Donation List
Print 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 we 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.