You can quickly and easily create summary reports for your organization's transactions in Tithely 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 🎉
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.
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.
Note: You can print or download the Summary as a PDF by clicking the 'Print' button. If the download button is greyed out please apply a filter such as a date range or other.
Utilize the Views feature located in the upper right-hand corner of the page to enhance your efficiency. You can create and save a new view with a specific set of filters. This eliminates the need to manually input them each time, providing quick access to a tailored summary of your regularly used filters. However, please note that while the system saves the selected columns, it doesn't retain the column order for subsequent use of that view