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 terminology of your transactions and records 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.
How to Create a Transaction Summary Report
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Select Giving.
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Select Transactions from the Giving menu.
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Click on the +Filter button and select the filters you'd like.
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Click the Summary button, which will generate once filters have been selected, to run a transaction summary.
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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.
Tithely Tip
Utilize the Views feature in the page's upper right corner 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