How do I navigate the Offerings page and filter my offering details?

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The Offerings page contains several items that allow you to filter your batch results and view additional information. Different views can be selected by using the drop-down menu on the right side of the page.

Any of these views can be downloaded to CSV or Excel files using the "Download" button, printed using the "Print" button, or saved as a report using the "Save Report" button.

Offerings View

The default view on the Offerings page will show offerings in a batch view based upon your selected date range. There are a number of fields in this view:

  • Date—displays the date of the offering.

  • Event—displays the event that the batch of offerings is assigned to.

  • Name/Envelope—lists the name and/or envelope number of the contributor.

    Clicking on the individual/family name will show the offerings of the individual based upon the selected date range. To remove the filter, click the "x" next to the individual's name above the date range selector.

  • Fund—displays the fund that the contributor gave their offering to.

    Clicking on a fund will show the offerings that were given to the specified fund based on your selected date range. To remove the filter, click the "x" next to the fund's name above the date range selector.

  • Amount—lists the amount that the contributor gave.

  • Type—categorizes the contribution as a cash, check, or electronic offering.

  • Check#—displays the check number if one was entered.

  • Total—shows the total amount of the contributors' offerings. This feature will total all amounts given to different funds. 

Summarize by Fund View

This view summarizes offerings by funds. Instead of breaking down individual contributions or contributors, this feature displays all offerings given to specific funds in the date range as a single total number. The fields are specific to this view:

  • Fund—displays the name of the fund. Clicking on the "Fund" header will arrange funds alphabetically (ascending or descending).

  • Average Gift—shows the average amount that was given to the fund in question.

  • Giving in date range—lists the total amount given to the specific fund during the selected date range. Clicking on the "Giving in date range" header will arrange funds numerically (ascending or descending).

  • Pledged for date range—lists the amount of money that was pledged during the selected date range. Clicking on the "Pledged for date range" header will arrange funds numerically (ascending or descending).

  • Ahead/Behind—displays the amount the specified fund is ahead or behind compared to the pledge for the selected date range. Clicking on the "Ahead/Behind" header will arrange funds numerically (ascending or descending).

  • Percent of Goal—the percentage difference between "Given in date range" and "Pledged for date range." Clicking on the "Percent of Goal" header will arrange percentages numerically (ascending or descending).

Summarize by Giver View

This view summarizes offerings by givers. Instead of breaking down individual contributions, this feature displays all of an individual's offerings in the date range as a single total number. The fields are specific to this view:

  • Name—displays the name of the contributor. Clicking on the "Name" header will arrange names alphabetically (ascending or descending) by last name.  Clicking on a person's name will filter the view to only show information for that contributor.

  • Average Gift—shows the average amount given by the contributor(s)

  • Giving in date range—lists the total amount given by the contributor during the selected date range. Clicking on the "Giving in date range" header will arrange funds numerically (ascending or descending).

  • Pledged for date range—displays the amount of money that the contributor pledged during the selected date range. Clicking on the "Pledged for date range" header will arrange funds numerically (ascending or descending).

  • Ahead/Behind—displays the amount of money that the contributor is ahead or behind on their pledge for the selected date range. Clicking on the "Ahead/Behind" header will arrange funds numerically (ascending or descending).

  • Percent of Goal—the percentage difference between amount given and amount pledged). Clicking on the "Percent of Goal" header will arrange percentages numerically (ascending or descending)

Note:  Each one of these views can be Downloaded to CSV or Excel, Printed or Saved as a report for later use.

 

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