Create a Custom Giving Report

Learn how to generate customized giving reports effortlessly with this comprehensive guide. Discover step-by-step instructions for creating detailed reports tailored to your organization's specific needs. From accessing the reporting feature to customizing fields and exporting data, this article equips you with the essential knowledge to streamline your reporting process. Master the art of generating insightful giving reports to optimize your organization's financial management.

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

Create a Custom Giving Report

1. Login to your Tithely account.

2. Select Giving from the menu on the left-hand side of your screen.

3. Select Transactions from the Giving menu.

4. Click on the Filters button. Customize your report by selecting which filters to include. When  finished customizing your filters, click Apply Filters. This will load the Transactions page to show your filters.

   There are several custom filters you can apply to these reports:

   1. Funds
   2. Location
   3. Product
   4. Payment Type
   5. Filter by Date - You must set a date range to download a CSV file. 

5. Click the Columns button to select the Columns you'd like to display for each transaction. You can move these into a specific order by dragging and dropping them in the order you would like to view them. There are several columns you can apply to these reports:
   

   • First Name
   • Last Name
   • Location Name
   • Transaction Date/ Time
   • Fees
   • Net Amount
   • Covered Fees
   • Fund Name 
   • Memo
   • Deposit Date/Time
   • Claimed Gift Aid
   • Email
   • Complete Address
   • Address Line
   • City
   • State
   • Zip/Postal
   • Country 
   • Phone
   • Member ID
   • Payment Type
   • Payment Method
   • Payment Method Account
   • Check #
   • Refund Date
   • Refunded Amount
   • Transaction ID
   • Status

6. Click the small Export File button in the top right-hand corner to download the .csv file on your computer.
   Please Note: This will prompt you to download the report file, which will download to your computer's default download location. If you have trouble locating the file, please check your internet browsers download bar or your computers download folder.
   
   You can download a Summary Report by clicking the summary option on the top right side of your screen. Then you can click on Print, which will prompt you to download this report as a PDF.

Time Saver Tip: If you have just set the filters and columns for a report you will be regularly viewing, you can name and save this view by clicking on the Views button and easily access it under Views in the future.