Summary: This guide explains how Admins and Account Owners can generate customized giving reports in Tithely by applying specific filters, selecting custom columns, and exporting the data for streamlined financial management.
Before You Begin
- Permissions Required: You must be an Account Owner, an Admin, or have Limited Access with permission granted for the Giving Product.
- Date Range Required: You must set a date range filter in order to download a CSV file.
Step-by-Step Instructions
- Log in to your Tithely account and select Giving from the left-hand menu.
- Select Transactions from the Giving menu.
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Click the Filters button to customize your report. You can filter by:
- Funds
- Location
- Product
- Payment Type
- Filter by Date (Required for CSV export)
- Click Apply Filters when finished to update the Transactions page.
- Click the Columns button to select which data points you want to display for each transaction (e.g., First Name, Net Amount, Fund Name, Covered Fees). Note: You can reorder these columns by clicking, dragging, and dropping them into your preferred sequence.
- Click the Export File button in the top right-hand corner to download the report to your computer as a .CSV file. Note: The file will save to your computer's default download location, often the 'Downloads' folder or visible in your browser's download bar.
- Download a PDF Summary (Optional): If you prefer a summary rather than a detailed CSV, click the Summary option on the top right side of the screen, then click Print to download the report as a PDF.
Troubleshooting & FAQs
- Why can't I download my report as a CSV file? You must set a specific date range filter before the system will allow you to export the detailed CSV file.
- Can I save these report settings so I don't have to rebuild them every week? Yes! Once you have set your filters and columns, click the Views button. You can name and save this specific setup to quickly access it under Views in the future.
- Where did my downloaded file go? If you cannot find the CSV or PDF file, check your web browser's download bar (usually at the top right or bottom of the browser window) or your computer's designated "Downloads" folder.