You can generate different types of reports in Giving, depending on the type of information you need. After generating a report, you can click the Export button to export it to a CSV file.
Giving Administrators can enable notifications to be alerted to important changes in donation activity.
Check out this clip from Planning Center University.
The Giving Dashboard lets you see information about giving trends and recent donations at a glance. Use the dashboard to view donations, new donors, labels or funds included the date range you select at the top. You can also filter by campus.
Donations can be filtered by Stamp, Label, Fund, Payment Source, or Campus on any page that includes an itemized list of donations in Giving.
With the Lists feature in Planning Center People, you can create a list of donors according to criteria such as amount donated, fund type, or recurring donor status. You can share lists with others or print them using reports.
From Donor Reports page, you can get information about donors that gave during a particular time period. You can filter by fund or label, and sort the columns by donation totals, number to donations, etc.
Donor statements provide donors with a list of all their successful donations over a given time period. You can provide annual donor statements to assist their donors with filing their taxes and report their deductible donations or send them out at any time via email or mail delivery.
You can generate bulk statements from the Statements tab on the Manage page.
You can also generate an individual statement from a person's profile.
Use Stripe payout reports to reconcile Stripe deposits (called payouts) to your bank account or general ledger.
Go to the Stripe Payouts tab in the Donations page to view all Stripe payout reports within your selected date range.