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 analytics dashboards -- Health Dashboard, Check-in Peak Times, and Check-in Durations -- do not currently offer a CSV/PDF export. (For Peak Times and Durations, capture screenshots or use your browser's print to PDF for now.)

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 Finances module supports multiple export formats:

• CSV -- Comma-separated values, compatible with all spreadsheet applications.
• Excel -- Currently produces a CSV file with an .xlsx extension. It opens in Excel, Sheets, and Numbers, but it is not a true Excel binary. Power users with strict tooling should pick CSV instead. See Giving Reports for details.
• 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 bulk)
• Treasurer's Report
• 1099 Vendor Report
• Reconciliation Report

How to Export from the Reports Module

Every list-style report page in the Reports module (People, Attendance, Schedules, Small Groups, Follow-ups, Events, Forms, Volunteers) includes an Export or Export CSV button, typically located in the upper-right corner of the page next to the page title. The Health Dashboard and Check-in Analytics pages do not have an export button (see the note above).

Step-by-Step

1. Navigate to the report you want to export (e.g., Reports > People > New 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 the Export or Export CSV button.
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

1. Go to Finances > Giving.
2. Set the date range and apply any filters (payment method, fund).
3. Click the Export button.
4. Choose your format: CSV, Excel, or PDF.
5. Select which fields to include in the export.
6. Click Download.

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

Individual Statement

1. Go to Finances > Statements.
2. Select a person.
3. Click Preview to view the statement.
4. Click Download PDF to save the statement file.
5. Or click Email Statement to send the PDF directly to the donor.

Bulk Statements

1. Go to Finances > Statements.
2. Click Bulk Generate.
3. Set the filters:
   • Year -- Tax year for the statements (defaults to the current year). Limited to the last 2 years; older years are rejected with an error message.
   • Minimum Donation -- Skip donors whose total giving for the year is below this dollar amount. Set to 0 to include every donor with any giving.
4. The system bundles every qualifying donor's statement into a single combined PDF named giving-statements-{year}-all.pdf and downloads it.
5. If no donor matches the year + minimum filter, you are returned to the previous page with an error and no PDF is generated.

Tip: Set Minimum Donation to $1 (or higher) to skip $0 records, or to $250 to satisfy the IRS substantiation threshold for printed receipts.

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. Use the report's print or PDF download button.
3. The PDF is generated with your church's branding 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
• Giving Reports
• Financial Reports
• Health Dashboard
• Check-in Analytics
• Budget Reports
• Balance Sheet Walkthrough
• Schedule Reports