Contributions Reports
In addition to reports on multiple pages, there are several reports available specifically in the Contributions section in MinistryPlatform.
Account Summary & Drill Down
Review the sum of donations by between two dates by account number. Drill into the deposit date, deposit, and donors whose donations make up that total.
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Alter or Delete Subscription
Review, change, and delete donation and distribution items that are part of a subscription created by the online giving system.
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Campaign Dashboard
A visual summary of a pledge campaign.
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Campaign Dashboard Selected
A visual summary of the pledge campaign(s) you selected.
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Campaign Donation List
A list of all donations to all pledge campaigns.
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Campaign Donation List Selected
A list of all donations to the pledge campaign you selected.
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Campaign Pledge Dashboard
A visual summary of the pledges to a campaign. This report displays the pledge due based on the time you run the report and the pledge campaign dates, the amount assigned to pledge at the time you run the report, and the difference between the amount due and assigned.
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Campaign Pledge List
This report lists the pledges associated with a specific campaign.
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Campaign Projection
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Donation Analysis
This report provides an analysis by donor for donations in a given period. When you run this report, you can optionally define the Min Period Giving, which is the minimum donation amount given during the period; anything below that number is not listed on the report. You can also set the Group By parameter; otherwise (if set to No Grouping), the report is grouped by the congregation/parish on the donor's Household record.
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Donation Analysis Soft Credit
If your church applies soft credit to select distributions, use this report to see who gave and how much they gave between two dates to one or more programs recorded as soft credit.
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Donation Listing
View a list of donations between two donation dates.
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Donation Listing - Enhanced
This report lists donations by batch between two dates. It includes more information and parameters than the Donation Listing.
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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.
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Donation By Payment Type
This report summarizes donations by payment type for two periods you define.
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Donations By Week
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Donations By Week By Program
Review the sum of donations by week by program. The Week Starts filter differentiates what week displays, but it looks at the donation date. This report shows batched or unbatched donations depending on the Show Unbatched filter. It uses the starting and ending date plus one day. So the donation date is greater than or equal to the start date and less than the end date plus one.
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Donor Dashboard
Analyze various information about your donors.
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Donor Household Retention
This report shows the number of new donor households over time and 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.
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Donor Standard Statement
Create donor statements for all donors within a statement period with filters you set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set for the household. Learn more about this report.
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Donor Standard Statement Selected
Create donor statements for the donors you selected within a statement period with filters you set in the report and on the accounting company. This report can use the seasonal alternate mailing address if it is set for the household.
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Donor Summary - Selected
This report summarizes giving by quarter for the Donor records you selected.
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Envelope File
Create an envelope file to save and send to an envelope mailing company. This report can use the seasonal alternate mailing address if it is set for the household.
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Financial Summary
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Financial Summary Selected
Create a standard report that summarizes giving by program or by total but doesn't list the individual donations for the records you selected.
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Find Donor Household Change
This report lists donor households by giving change (the amount and percentage). You can create a selection. 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.
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Find Donor Household Change Selected
This report lists donor households by giving change (amount and percentage) from your selection.
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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.
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Find Donors
Find donors who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time.
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Find Donors: Export
Find and export a list of donors who gave to a specific program or programs. Define a minimum amount during a period and even find people who gave for the first time.
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Find Soft Credit Donors
If your church applies soft credit to select distributions, this report builds a list of donors given soft credit between two dates to one or more programs.
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First Donation By Week
Analyze how many donors made a first donation each week over time.
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Giving Band Analysis
Analyze giving by donors based on bands, or levels of giving. Set levels in configuration settings.
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Giving Band Export
Export one row per donor based on bands, or levels of giving. Set levels in configuration settings.
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Giving Band Summary
- 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.
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Major Donors
This report lists donors and their donations if those donors gave over a minimum threshold between two dates.
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Pledge Campaign Statement
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. All donors with a pledge are listed. You can print their statements, and there are page breaks between donors.
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Pledge Campaign Statement - Selected
This report is similar to a donor statement, but it lists only donations made towards a pledge campaign, and it lists donations across multiple years. For that reason, this is not a statement of tax deductible donations. Only selected donors with a pledge to the campaign are listed. You can print their statements, and there are page breaks between donors.
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Selected Batch Congregation Mismatch
This report lists donations in each selected batch where the donor's congregation/parish is different from the congregation/parish where the donation is credited. Churches may use this report as an alert system for donors who have switched campuses.
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Selected Batch Listing
A listing of the contents of selected batches.
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Selected Batch Notes
Review donations in the selected batch if they have a donor note or a donation note.
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Selected Batch Simple Item List
Print items with notes and date and payment type.
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Selected Batch Summary
A summary of the selected batches, including multiple pages with different ways of summarizing the batch contents.
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Selected Campaign Donor Summary
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Selected Campaign Donor Summary Export
- 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 credited 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.
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Selected Campaign Fulfillment
Get an overview of the amounts you can expect to receive in total over the life of a pledge campaign and compare those amounts to the amounts you've received to date. Learn more about this report.
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Selected Campaign Summary
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Selected Deposit - Batch & Donation Listing
View donations by batch in each of the selected deposits.
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Selected Deposit - Congregation Breakdown
This report summarizes the breakdown by the congregation/parish set on each batch for the selected deposits.
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Selected Deposit - Export Preview
View a summary of giving by program in each of the selected deposits.
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Selected Deposit - Items List
This report provides an interactive listing of items within a deposit. This helps prepare the deposit slip for the bank and provides a printable report of check amounts and numbers.
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Selected Deposit Program Summary Export
This report provides a deposit level summary by program with an account number. You can mark the selected deposits as "exported."
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Selected Donation Images
This report displays the images and other information about the donations in the selection.
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Selected Donation Images
This report displays the images and other information about the donations in the selection.
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Selected Donation Letter
Print letters about the selected donations.
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Selected Donation Letter Soft Credit
Use this report to print letters related to the selected soft credit donations.
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Selected Donation Listing
This report lists the selected donations.
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Selected Donation Mail Merge
Create a mail merge file for selected Donation records on the Donations page or Donations records in selected batches on the Batches page. Each row has data about the donation and up to four Distribution records.
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Selected Donations By Month
This report provides a summary of donations by month and program.
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Selected Donor Donation Listing
A listing of donations made by selected donors.
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Selected Donor Household Summary
A summary of donations for the entire household by quarter over a set of years. You can include soft credit donations in the quarterly sums.
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Selected Donor Letter
Print letters to the selected donors.
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Selected Labels
Get labels for the selected Contact records. This report is optimized for Avery 5160 (3 columns x 10 labels) which are 1" x 2 ⁵/₈".
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Selected Labels Envelope No
Get labels for the selected Contact records, then return labels with envelope numbers printed.
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Selected Pledge Donation List
Print a list of donations towards the selected Pledge records.
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Selected Pledge Letter
Print a letter to donors who made the selected pledges.
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Selected Pledge Mail Merge
This report includes data fields needed for a mail merge of the selected Pledge records, including the pledge total, given, and balance.
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