Searching Giving Transactions and Creating Giving Reports

Here we will examine the possibilities within Giving reporting. Learn to navigate through various filter options to tailor your search for specific scenarios. Easily search for previously entered giving transactions, generate reports of anonymous gifts, and track year-to-date contributions. Dive into detailed explanations of each filter, from dates and funds to methods and amounts. Access advanced features like searching by envelope numbers and batch selection.  

How to search previously entered Giving Transactions

1. Navigate to "Giving > Reports."
2. Select the criteria you'd like to search using the top options.
3. Results matching your criteria will automatically appear below.

Get a report of anonymous gifts

1. Navigate to "GIving > Reports."
2. In the search filters at the top, select the More dropdown and add "People" by clicking the checkbox next to it.
3. The last step will make this option appear in the search filters at the top. Select "People" from the search filters at the top and check the "Anonymous" box.
4. Set up whatever additional filters you want, i.e., date range, fund, etc.

There, you have a report of your anonymous giving!

Get a report of people who have given year-to-date

1. Navigate to "Giving > Reports."
2. Set the date criteria.

If you want your report to include the total amounts given per person:

1. Select the Amount dropdown from the search filters at the top and check the "Search by Sum" box.
2. You can then click "Download as Excel" at the top to download this report if you'd like.

If you want a list of only names (not including the amounts given):

1. Select the person icon below the "Date" filter at the top of the report.
2. This will give you a list; you can click Export on the right to export that list to Excel.

Report Filters

When you go to Giving > Reports, you'll see default filters on the top bar.  Next to that, you'll see "more" with several more filters you can use to create very specific searches.  We'll explain what each filter means here:

Dates:

Select your date range. When you choose your date range, the report will only look at contributions added during this time period.

If you choose not to include an "end date," the search will just look for the start date and after.

This is included in the Graph View of the reports, so graphs like "givers vs. non-givers" only look at that specific period.

Someone who did not give during that period would appear as a "non-giver."

Fund:

You can specify which fund(s) you'd like to see.  You can pick and choose between non-tax-deductible funds and tax-deductible funds. You can also select a fund group that would select all the funds within that group simultaneously. If no funds are selected, all funds will appear in the results. 

Method:

Specify which type of giving methods you'd like to see reports on. For instance, if you only want to see people who gave through online giving, you can choose "online."  You can also view people who gave through non-cash donations.

To find out more about creating, editing, or deleting methods, check out this article.

Amount:

Create a search amount parameter.  

For example, if you want to see only donations over $500, you can set the minimum to $500.

You can also specify if you want to search by sum, which will add up all the donations made by a person (or family if you check that box as well) during the specified time period and show as a sum rather than by individual donations.

Finally, you can opt to group by week, month, quarter, or year, which will change the table to include the desired time period totals (this is only an option if you search by sum).

This is the best field to use if you're trying to create a search for your top givers.

Search for a minimum search amount, choose to search by sum and group by family.  Then, click the "amount" in the table to sort by amount.  Then you'll see a list of your top givers!

The rest of the filters are found by checking their box in the "more" dropdown:

People:

Create a filter of your people (or load a saved search) to narrow down the people appearing in your results.  Check the anonymous box if you only want to see "anonymous" donors.

Envelopes:

Search for people with envelope numbers or those not assigned envelope numbers. You can also search by a range of envelope numbers. Note: This report filter option does not show unless there are assigned envelopes within your account.

To learn more about creating, viewing, editing, and deleting envelope numbers, check out this article. 

Batch:

Choose which batch(es) you'd like to view.  You can specify just online giving batches or manually added donations by week.

Form:

Have you used a form to collect money for an event? You can see who paid the registration, how much, and when.

Pledged To:

See who has given specifically toward a pledge.  It also allows you to see "non-givers" who have pledged but have not actually given toward the pledge yet.  This comes up at a $0 amount.

If you want to create a statement to send to those who have pledged to a campaign, choose the dropdown beside "Download as Excel" to print or email those statements to those individuals.

Transfers:

See a list of transfer dates and all contributions included in the transfer(s).  This also includes a link to our reconciliation report article, which will instruct you on how to get more detailed information about each transfer made.

When viewing the transfers on the reports page, the dollar amounts are gross totals (before the fees are removed).

Columns:

You can download these giving reports into an Excel format or select the dropdown arrow to either print or email your statements to your donors. Check out our Complete Guide to Creating Giving Statements for more information.

Using the columns tab, you can specify the information you wish to view or remove from your report by using a check mark to select the information or uncheck the information you want visible on your report. 

Saving a Giving Report Filter View for Future Use

To save your filter view for next time, consider bookmarking the page. While Breeze doesn't have a built-in feature to save filter views permanently, bookmarking offers a simple and effective workaround to access your customized reports quickly. Here’s how to set it up:

Set and Generate Your Report:

1. Adjust the filters on the Giving Report page according to the data you need, such as date ranges, funds, payment methods, and other criteria.
2. Click “Generate Report” to apply these filters and view the results.

Bookmark the Filtered Report Page:

1. Once your report is displayed with the desired filters, bookmark the page in your web browser. This can typically be done by clicking the star icon in the address bar.
2. Name the bookmark clearly and descriptively, like “Quarterly Donations Report - Breeze,” to make it easily identifiable for future access.

Accessing Your Saved Filter View:

• When you need to review the same data again, simply access your bookmarks and click on the saved link. This action will direct you back to the Breeze Giving Report page with your pre-set filters, showing the latest information available.

How to View Giving on an Individual's Profile

You can view an individual or family's giving by clicking the "Giving" button to the left of their profile.

The columns that appear will be the same default columns of the reports page (Giving > Reports).  You can change the default columns that appear by changing them on the reports page.