Reporting Tips & Insights

👤 Trainer

Kim Gill

📄 Class Topics

Contribution Reports

• Labels/Envelope

• Notices

• Statements

• Receipts

Daily Reports

• Daily Report of Contributions

• Daily Contribution Breakdown

• Check Deposit Report

Listings and Export

• Giving Unit Listing

• Contribution Worksheet

• Detail Contributions

• Contribution Totals by Date

• Contribution Custom Listings and Export

• Pledge Summary Custom Listing and Export

Notices

• Contribution Letters

Comparative

• Composite by Giver vs Composite by Date

• Totals by Month

• Contribution Range

• History Comparison

Engage

• Transaction Custom Listing and Export

📁 Related Resources