Reports By Donation

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Reports by donation allow you to filter by campus, date, stamp, label, fund, or payment source to produce a printable and exportable itemized list of donations.

Donations will be flagged to show information about the donation.

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  • Yellow flags indicate the donation is not yet successful. It could be in an uncommitted batch, in transit, or awaiting transit.

  • Blue flags indicate a donation has been adjusted. Check the donation for information about the adjustment made.

  • Red flags indicate the donation was refunded or failed.

Campuses

Filter by campus to locate donations designated to a specific campus. These campuses are determined by the campuses listed in Account Settings. A donation will be assigned to a campus based on the donor's primary campus in People.

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Funds

Funds are set up by your church as categories for your donors to choose when giving. You can filter by Fund from the By Donation and By Donor reports located on the Reports tab.

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Labels

Labels help organize your donations. They can be created, edited, and manually applied to each donation by an Administrator.

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Important

Labels are only visible on the Administrator side of Giving. They are not visible to donors in their Church Center profile, and they will not be included in donor statements.

Stamps

Stamps automatically apply to donations and tell the donation's story as a financial transaction. They are defined by Giving and are not editable.

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Stamp Descriptions

Stamps show you the status of the donation:

  • Uncommitted: The donation is a part of a batch that hasn't been committed.

  • Awaiting Transit: The ACH donation is less than two hours old and hasn't yet entered the banking system. There's still time to cancel this donation if it was made in error.

  • In Transit: The ACH donation has now entered the banking system and can no longer be canceled. It will take a few days for the transaction to settle.

  • Succeeded: The transaction was given to the bank; it didn't fail and wasn't refunded. The transaction will appear on donor statements. Most donations will end their lifecycle with this status.

  • Adjusted: The donation was edited when it was in a committed batch or after it had finished processing.

  • Failed: The transaction failed, either in the banking system or because it was marked as failed by an administrator.

  • Refunded: The donation was refunded, and funds were returned to the donor.

  • Campus: Indicates the primary campus of the donor.

Stamps for Stripe-processed donations include:

  • Paid Out: This donation has made it to the church's bank account in a Stripe Payout.

  • Disputed: The donor has disputed this charge with their bank. This is a rare occurrence.

Payment Sources

Payment Sources give you a way to identify donors who gave from external systems, such as Paypal, Square, SimpleGive, FellowshipOne, etc.

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