Searching Contributions and Creating Giving Reports

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    finance

    I am trying to find a report that will give me the entire year of a particular fund by month.  For example, the general fund contributions by month for one year.  Doesn't seem to be one.  It is a hassle to change the date for each month to get the entire year and then not be able to print that report.  Reports in this system are lacking.

     

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    Emily W.

    Hey @finance! 

    Thanks for reaching out! We have just the report for you! Happy to help! To get this report:

    1. Navigate to "More > Contributions > Reports."
    2. Set the date criteria.
    3. Select Amount
    4. Select Search by Sum
    5. Group by Month

     

     

    Hope this is most helpful!

    Happy Breezing! 

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    Kristen

    I have followed the directions to create mid-year statements for 2019 annual pledgers.  I went to Reports. Chose "Pledged to" 2019 Annual and downloaded the statements.  Even when I filter for gifts since Jan 1, 2019, I still get the information for 2018 Annual pledges as well.

    Thank you for your help.

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    Emily W.

    Hey @Kristen!

    Thanks for reaching out! I do believe the start date could be affecting this. Could you check to see if the start dates are in 2018? 

    Managing Pledges

    Please feel free to reach out via phone or email for additional support with your pledges. Happy to help and to serve!

    Cheers! 

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    Kristen

    Thanks for the quick response.  Dates needed to be changed with the 2018 pledges so it looks like an easy fix.

    thank you.

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    office

    I have not been able to locate the way that a giving report can be shared. I see all the steps to create and print a report, but I don't see an option to save it as a pdf or share via email. Is there a way to do this?

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    Ashley Lynn

    Hey @office there are several ways giving reports can be shared. Because there are built-in ways to enable users to be able to only "View Reports" in Breeze and View Reports without names, we have limited built-in options to click a button and save the report as a .PDF, however, it can be accomplished!

    One way to share the Contribution Reports is to "Download as Excel" and then share the Excel Report via email. If you like the way it looks in Breeze you can always follow the steps to "Print Batch" and simply change the destination to "save as PDF"

     

    How to Print Batch Report:

    • When you Search Contributions and Create a Giving Report, you can easily print that page with all of the details of the Batch, including the Totals Overview, Funds Overview, and Method Overview by simply clicking Control + P on a PC or Command + P on a Mac. This will print exactly what you see on the screen. 

    How to Save a Batch Report as PDF:

    • Follow the steps above in the How to Print Batch Report, and Click the "Destination" drop down option and select "Save as PDF". This will allow you to save your contribution report as a PDF that can be shared outside of Breeze. (These instructions are if you are using google chrome as a web browser) 
    • I made this video to show you the steps: https://cl.ly/5f2304 
    I hope this helps! 
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    office

    I am wondering if there is a way that I can print out a report with more details. I want to have the notes included in the report and I don't see that option right now. Also want to have the fund show for each check in a batch report. 

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    Ashley Lynn

    Hey @Office! You can absolutely do this by Printing the Reports Page in Contributions, you will just want to make sure that you add the "Columns" in that you would like to appear before printing. When you use the Columns drop-down beside Download as Excel you can select exactly what will appear on the report by selecting Fund, Check Number and Notes.

     

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    Diana Hodges-Batzka

    I am trying to run a few different reports

    1) I would like to know who is giving but did my pledge. Is there a way I can filter OUT those who pledged? 

    2) I am also trying to run a report to try to see if people's pledges have gone down from year to year. Is there a way I can filter for this information across pledges? 

    Thanks!

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    Stephen Ivey

    @dhodgebatzka

    Due to the nature of this ticket, We're going to switch this over to the support channel! 

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