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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    Sara Morrison Neil

    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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    Sara Morrison Neil

    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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    jbburr

    I am trying to print out a report that I can send to the bank with the checks that shows the total being deposited. Thanks.

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    Stephen Ivey

    @jbburr

    Great question! Reconciliation in Breeze is done through 2 separate documents; The Contributions Report and the Transfer History Report. The Contributions Report will give you all of the information with the exception of the Fees & Refunds from Online Giving. The Transfer History Report will give you that additional information for your Fees and Refunds. 

    We sincerely apologize that this cannot be found generically within Breeze on one report, however, you can easily combine this information within Excel or your Accounting Platform.

    Please let us know if this information was helpful for you!

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    Joe Fox

    I need to generate an Excel report that lists donors for a certain date range, along with their mailing addresses and totals given.  How might I do that?

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    Stephen Ivey

    @Joe Fox

    I'm glad we were able to address this over the phone! Thanks again for calling in. 

     

    Blessings, 

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    Sam

    I need to generate a report that will list $$ of out of town (Visitors) donors. How can I do that? Thanks

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    Stephen Ivey

    @samtanyous

    Sure thing! You can filter the Contributions of those who are listed as visitors within your database. Here's short video link of how: https://share.getcloudapp.com/4gu744N5 

    Please let us know if there's anything us if you can do to serve you!

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    mlesleyfox

    I am generating a report of members who contributed during a certain time period. The directions above worked perfectly! When I "Group by family" the report shows both adults in the family if each person donated. However, is there a way to also display the names of all adult family members, even if they do not have a contribution recorded themselves? For instance, one family member writes the checks, but both family members are members of the church?

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    Steve P

    @mlesleyfox

    When you run your report click on the Graph View icon and then scroll down to the graph "Givers vs Non-Givers". Click on the Givers graph and it will show the individuals within the family and you can use the action panel as you can in other places Breeze. Here is a quick video showing you what that looks like: https://a.cl.ly/E0uPQdoP 

    I hope that helps reach back out with any other questions. 

     

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    Carly

    I'm trying to create a report that gives me a comparison between individual's pledged amounts in 2019 and 2020. I cannot find a way to list pledges in any report.

    I also need to generate a list of people who are behind on their 2019 pledge.  But again, I cannot find a way to generate a report that lists pledges other than individual statements.  

    Any help?

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    wyndwoman

    Carly - On the page for the pledge campaign itself, you can download the whole campaign as an excel file, then sort/filter as needed to narrow down the people who are behind.  One of the columns is called % completed, so sorting by that column may help.

    I've used excel and a VLookup function to create that comparison report.  Each person in Breeze has a a unique numerical identifier called "Person ID" I think. This is stored behind the scenes but is downloaded as part of the pledge campaign when you create an excel spreadsheet.  This does mean that you have to have the same member of each couple listed as the pledger on each campaign in order to match up the records.

    Early on, in order to keep my records consistent from year to year, I decided that the person on the pledge record would be the member of the couple whose name comes first alphabetically. That has really helped keep things straight and organized.

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    Carly

    Yah.  That's my problem.  If I wanted to use Excel, I'd track giving in Excel.  I use a giving software so I can generate reports on campaigns.  It does me no good to have to leave two different programs. I simply don't have time for that.

     

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    Stephen Ivey

    @wyndwoman

    Thanks for your excellent feedback here! This is precisely what we would've suggested here at Breeze. 

     

    @carly

    We certainly apologize for the inconvenience of you having to use Excel in order to get the information that you need. We know that this isn't ideal, however, it is the only way to get the information that you were looking for at this time. I would also recommend submitting this as a feature request so that it can't be added to Breeze in the future. Submitting Feature Requests

    We look forward to hearing from you again soon!

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