You can quickly and easily create summary reports for your organization's transactions in Tithe.ly Giving. Below we'll guide you through how to create a summary report, as well as breakdown the key terms you'll notice along the way.
Reports just got easier 🎉
Key Terms and Overview Information
The transaction summary will show information based on the filters that have been selected.
You can apply filters to your transactions. The filters available are:
Filter By Date
Leave the ‘Status’ filter unselected to view a breakdown of all transactions with all status options. Here is a description for each status option:
Dispute Lost - the donor disputed the transaction and the money was returned to the donor
Dispute Pending - the donor disputed the transaction and it is pending the outcome from the bank
Failed - the donation has failed to process
Pending - the donation is still pending
Refunded - the donation has been refunded to the donor
Returned - a scanned check has been returned to the donor, the check funds would have never been deposited
Succeeded - the donation was made successfully
If you'd like to view a particular status, simply select the location filter and then select the location you'd like to view.
Leave the 'Funds' filter unselected to view a breakdown of giving to all fund types. Alternatively, you can select which funds you'd like to see a breakdown for if you're needing to look at a particular fund/giving type.
Example of Funds Breakdown in a Summary Report:
Leave the 'Location' filter unselected to view a breakdown of all locations individually with an individual total, as well as their total amounts and number of transactions. If you'd like to view a particular location, simply select the location filter and then select the location you'd like to view.
Leave unchecked to view a breakdown of all Products transactions (Tithe.ly Pay, Tithe.ly Events, Tithe.ly Giving). Select Giving Only to view Giving transactions.
Leave the 'Payment Type' filter unselected to view a breakdown of all transactions for all payment types. Filter transactions by selecting a specific payment type, such as bank, card, cash, or check.
Filter by Date
Filter transactions by specifying a date range.
Please Note: You must select Created or Deposited before setting your date range.
Created vs. Deposited
'Created' refers to when a transaction is first made.
'Deposited' refers to when a transaction is deposited into your organization's bank account.
The Total area will display the sum of all transactions within your filters for a category such as gross and net amount, fees, and number of transactions.
Example of Total Area in a Summary Report:
How to Create a Transaction Summary Report
Select Giving on the left-hand menu.
Select 'Transactions' from the Giving menu.
Click on the '+Filter' button and select the filters you'd like.
Click the 'Summary' button, which will generate once filters have been selected, to run a transaction summary.
Review your Summary.
Please Note: You can print or download the Summary as a PDF by clicking the 'Print' button.
🌟 Tithe.ly Tip: Use the Views feature in the upper right-hand corner of the page to create a new view. This allows you to save a specific set of filters instead of constantly adding them manually, making it easier to access a summary of regularly used filters. For more information on how to create a view, click here.