Exporting Data

TimelyChurch allows you to export data from most reports in the system. Exports are useful for sharing data with staff, importing into other tools, or keeping offline records.

Note: Not every report is exportable. The list-style reports (People, Attendance, Schedules, Small Groups, Follow-ups, Events, Forms, Volunteers) have an Export CSV button. The Health Dashboard and Check-in Analytics pages do not offer a CSV or PDF export -- use screenshots or your browser's print-to-PDF for those.

Who Can Export

The Export CSV buttons appear only when your role has the Export action on the Reports row (in Administration > Roles & Permissions). Exports that list individual people also need the same extra access as the report itself -- for example People access for the People, Missing, Birthdays, Visitors, Absentees, and Volunteers exports -- see Who Can Open Which Report. Giving exports need the Administrator Giving level.

Export Formats

Reports Module (People, Attendance, Schedules, etc.)

All exportable reports in the Reports module produce CSV files. CSV files can be opened in:

• Microsoft Excel
• Google Sheets
• Apple Numbers
• Any spreadsheet application

Finances Module (Giving and Accounting)

The Giving export supports multiple formats:

• CSV -- Comma-separated values, compatible with all spreadsheet applications.
• Excel -- A spreadsheet file with an .xlsx extension that Excel, Google Sheets, and Numbers open correctly. It is a CSV file underneath, so if another program needs a true Excel workbook or a plain CSV, choose CSV instead. See Giving Reports and Analytics.
• PDF -- Portable Document Format, useful for printing or email distribution.

Additionally, the following financial documents are available as PDF downloads:

• Donation receipts (individual)
• Giving statements (individual, or all donors in one PDF)
• Treasurer's Report
• 1099 Vendor Report
• Reconciliation Report
• Budget Board Report

How to Export from the Reports Module

Every list-style report page in the Reports module includes an Export CSV button in the upper-right corner of the page, next to the page title.

Step-by-Step

1. Navigate to the report you want to export (e.g., Reports, then New People under People).
2. Set your desired date range using the date range selector. The export will include data matching the current date range.
3. Apply any filters (e.g., selecting a specific class on the Attendance by Class report, or choosing a weeks-absent threshold on the Missing report).
4. Click Export CSV.
5. Your browser will download a CSV file named with the report type and today's date (e.g., people-new-2026-02-16.csv).

Available Report Exports

How to Export Giving Data

Giving exports contain donor details, so they need the Administrator Giving level.

1. Go to Finances > Giving.
2. Open the More actions menu (three-dot icon) and choose Export reports.... The Export Giving/Donations window opens.
3. Set the Date Range -- a Start Date and End Date, or a quick pick (This Month, Last Month, This Year, Last Year, Last 2 Years (Max)).
4. Under Fields to Include, choose the columns: Donor Name, Email, Amount, Fund, Date, Payment Method, Frequency, Check Number, Notes.
5. Choose your format: Excel, CSV, or PDF.
6. Click Export.

Important: Giving data exports are limited to a 2-year window. You cannot export giving data older than 2 years from the current date.

How to Export Giving Statements

Giving statements are on the Giving Statements page. Open it from More actions > Print statements on the Giving page, or from the Giving Statements card on the Accounting Reports tab. Statements need the Bookkeeper Giving level or higher.

Individual Statement

1. On the Giving Statements page, choose the year (it opens on the current year).
2. Find the donor and click Preview to view the statement.
3. Click Download PDF to save the statement file.
4. Or click Email Statement to send the PDF directly to the donor.

All Statements at Once

1. On the Giving Statements page, choose the year. Only the last 2 years are available.
2. Click Download All (Administrator Giving level).
3. TimelyChurch bundles every donor's statement for the year into a single PDF named your-church-giving-statements-YYYY-all.pdf and downloads it. One download covers up to 500 donors.

Export CSV on the same page downloads the donor list for the year (also Administrator level). See Giving Statements.

How to Export Financial Reports (PDF)

Financial reports such as the Treasurer's Report, 1099 Report, and Reconciliation Report can be exported as PDF documents.

1. Navigate to the desired report in Finances > Accounting.
2. Click the report's Download PDF (or Report, for a reconciliation) button.
3. The PDF is generated with your church's name and formatted for printing.

Printing Reports

While TimelyChurch does not have a dedicated "Print" button on most reports, you can print any report page using your browser's built-in print function:

1. Navigate to the report you want to print.
2. Press Ctrl+P (Windows) or Cmd+P (Mac).
3. Adjust print settings as needed (landscape orientation is recommended for table-heavy reports).
4. Click Print.

For a cleaner printed output, consider exporting to CSV first and formatting the data in a spreadsheet application before printing.

Tip: For financial reports that need to be shared with board members or auditors, use the PDF export option when available. PDFs maintain consistent formatting regardless of the recipient's device or software.

Tips for Working with Exported Data

• Opening CSV files in Excel: When you open a CSV file in Excel, phone numbers and zip codes with leading zeros may be reformatted. To prevent this, use Excel's "Import Data" feature (Data > From Text/CSV) and set those columns to "Text" format.
• Combining reports: Export multiple reports and use VLOOKUP or similar functions in your spreadsheet application to cross-reference data (e.g., matching attendance data with contact information).
• Regular backups: Consider exporting key reports monthly as part of your church's data backup routine.

Related Articles

• Reports Overview
• People Reports
• Attendance Reports
• Health Dashboard
• Check-in Analytics
• Schedule Reports
• Giving Reports and Analytics
• Financial Reports