Giving Reports and Analytics
TimelyChurch provides several ways to analyze your church's giving data -- from the at-a-glance summary cards on the Giving page to detailed exports, statements, and accounting reports. This article covers all the reporting tools for giving. Giving reports live in the Finances section of the sidebar, not in the Reports module.
Plan note: Giving and the related finance reporting tools (Funds, Statements, Reports, Pledges, and Accounting) are Pro-plan features. On the Starter and Growth plans these appear in the Finances sidebar as locked items with an upgrade prompt. If you don't see a section described below, check that your church is on the Pro plan.
Giving levels: The summary cards are visible at every Giving level. The list of gifts, donor search, receipts and statements need the Bookkeeper level or higher, and exports need the Administrator level. See Who Can See Giving and Donations.
Giving Page Summary Cards
The Giving page (Finances > Giving) displays four summary cards at the top, calculated for the selected year (the current year by default):
| Card | Description |
|---|---|
| Total | The sum of all donation amounts in the year. |
| In-person | Total from cash, check, envelope, and direct deposit donations. |
| Online | Total from card, online, Cash App, Zelle, Venmo, and PayPal donations. |
| Recurring | Total from donations marked with "recurring" frequency. When there are active recurring gifts, the card also shows how many are active and the monthly amount expected from them. |
These cards update automatically when you change the year.
Filtering Donation Data
Use the following filters on the Giving page to narrow down your view:
| Filter | Options |
|---|---|
| Search... | Search by donor name or Giving ID (shown only to people who can see donors). |
| Year of YYYY | The current year or up to 5 years back. See the note below about export limits. |
| All methods | Cash, Check, Card, Envelope, Direct Deposit, Online, Cash App, Zelle, Venmo, PayPal, or Other. |
| All / One-time / Recurring | Show every gift, only one-time gifts, or only recurring gifts. |
Filters can be combined. For example, you can view all recurring card donations in 2025.
Each row in the list shows the gift's ID, date, donor, fund (with "+N more" when split), method and frequency, and amount. Click a gift to open its details -- donor, allocations, notes, who recorded it -- see Recording Donations.
Online gifts from your giving page are recorded automatically: they appear in the list with the Card payment method, their Source reads online, and recurring online gifts show their frequency.
Donation Receipts
A receipt for any single gift can be downloaded or emailed from that gift's row in the Giving list: open the row's actions menu and choose Download PDF or Send email. Online gifts are receipted automatically when the donor gives an email address. See Recording Donations.
Fund Reports
The Funds page (Finances > Funds) provides fund-level giving analytics. For each fund, you see:
| Column | Description |
|---|---|
| Total collected | Sum of all allocations to this fund for the selected period. |
| In-person | Allocations from in-person payment methods. |
| Online | Allocations from online payment methods. |
The Period: dropdown at the top of the Funds page offers:
- Today -- Current day only.
- This Week -- Current week (Monday through Sunday).
- This Month -- Current calendar month (default).
- This Quarter -- Current quarter.
- This Year -- Current calendar year.
- All Time -- No date filter.
- Custom Range -- Set specific start and end dates, then click Apply.
Four cards above the list show the totals across all funds for the period: Total giving, In-person, Online, and Recurring. See Managing Funds.
Exporting Donation Data
How to Export
- On the Giving page, open the More actions menu (the three-dots icon near the top of the page).
- Select Export reports.... The Export Giving/Donations window opens.
- Configure the export:
| Setting | Description |
|---|---|
| Date Range | Start Date and End Date (both required; the end must be on or after the start), or a quick pick: This Month, Last Month, This Year, Last Year, or Last 2 Years (Max). |
| Fields to Include | Select which columns to include in the export (see below). |
| Format | Excel, CSV, or PDF. |
- Click Export.
Available Export Fields
| Column | Content |
|---|---|
| Donor Name | Person's full name, manual donor name, or "Anonymous." |
| Person's email or manual donor email. | |
| Amount | Donation amount (formatted to 2 decimal places). Fully refunded donations are excluded from the export, and partially refunded donations export at their net (kept) amount. |
| Fund | Fund name(s) the donation is allocated to (comma-separated if split). |
| Date | Donation date in YYYY-MM-DD format. |
| Payment Method | Readable payment method (e.g., "Cash," "Check," "Card"). |
| Frequency | "One-time" or "Recurring." |
| Check Number | Check number (blank if not applicable). |
| Notes | Internal notes on the donation. |
If no fields are selected, the export includes Donor Name, Amount, and Date.
Export Formats
- CSV -- Standard comma-separated values file. Compatible with any spreadsheet application.
- Excel -- A spreadsheet file with an
.xlsxextension 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. - PDF -- Formatted report with church name, date range, all donation rows, and a grand total.
Data Preservation Limit
Exports are limited to the last 2 years of data. Both the start date and the date range itself cannot exceed 2 years. This is a data preservation policy applied to all financial exports.
Note: Viewing vs. Exporting Historical Data
- On-screen filtering (the Year of YYYY dropdown on the Giving page) goes back up to 5 years. You can browse, search, and audit older donations directly in the app.
- Exports (CSV, Excel, PDF) are capped at the most recent 2 years. If you choose a start date further back than 2 years, the export is refused with "Financial data exports are limited to the last 2 years. Please adjust your start date."
If you need a printable record of donation activity older than 2 years, generate giving statements for the relevant year (also limited to 2 years), or print the on-screen view. For deeper historical exports, contact support.
Formula Protection
Text fields in CSV and Excel exports are protected so that a spreadsheet never runs a value as a formula: any value that starts with =, +, -, @, a tab, or a carriage return is saved with a leading apostrophe.
Giving Statements as Reports
Year-end giving statements serve as donor-level giving reports. Each statement includes:
- All of the donor's gifts for the year, grouped by month, with a Summary by Fund when giving spans more than one fund.
- Quarterly totals (Q1-Q4).
- The total for the year and the IRS tax-disclosure block.
Statements are generated 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. Preview a donor's statement, download it as a PDF, or email it; Download All (Administrator level) bundles every donor's statement for the year into one PDF for printing and mailing (up to 500 donors per download). The page opens on the current year -- switch the year first when you prepare statements in January for the year just ended.
See Giving Statements for full details on generating and distributing statements.
Pledge Campaign Reports
Each campaign's page (Finances > Pledges, then open a campaign) reports on campaign performance on its Dashboard tab:
| Metric | Description |
|---|---|
| Progress toward goal | Percent raised and percent pledged, with a progress bar. |
| Given | Money received -- pledge payments plus direct donations. |
| Pledged | Sum of all pledge commitments. |
| Goal | The fundraising target. |
| Pledgers | Number of people with a pledge on the campaign. |
| Direct donors | Donors who gave to the campaign without a pledge (the last 20 are shown). |
| Behind schedule | Pledges more than 10% behind their expected progress, with a Send reminders → link. |
| Days remaining | Days until the campaign end date (if set). |
The tab also lists Top pledgers (frequency, amount pledged, percent fulfilled) and Recent direct donations. The Campaigns section of the Pledges page shows Total, Active, Raised, and Pledged across all campaigns. See Pledge Campaigns.
Deposit Batch Reports
Each deposit batch provides a summary view:
| Metric | Description |
|---|---|
| Batch Number | Sequential identifier (DEP-XXXXX). |
| Deposit Date | The date of the bank deposit. |
| Expected | The expected deposit amount. |
| Actual | Sum of all donations in the batch. |
| Difference | Actual minus expected (for reconciliation). |
| Items | Number of donations in the batch. |
| Status | Open, Closed, or Deposited. |
Deposit slips can be downloaded as PDFs with full donation listings (Bookkeeper level or higher). See Deposit Batches.
Accounting Integration Reports
Because every donation automatically creates accounting transactions, you can also view giving data through the accounting module's reporting tools:
- Income Statement -- Shows income vs. expenses for a date range, grouped by category (called Money In vs Money Out in Simple mode).
- Balance Sheet -- A snapshot of assets, liabilities, and net assets (Full Accounting mode).
- Treasurer's Report -- A one-page monthly summary with income and expenses by category, fund balances, and bank account balances, ready for board meetings.
- Transactions -- Lists all accounting transactions, including donation entries, filterable by account, date range, and type.
Open these from the Finances sidebar by selecting Accounting, then the Reports tab (the Financial Reports hub). The hub also links to the Trial Balance, General Ledger, Budget vs Actual, and Giving Statements. The Transactions list lives under Accounting > Transactions. See Financial Reports.
Tips for Effective Giving Analysis
- Review monthly -- Check the Giving page at least monthly to spot trends in overall giving, online vs. in-person ratios, and recurring donation growth.
- Compare year over year -- Use the year filter to compare giving levels across years.
- Track fund performance -- Monitor individual fund totals to ensure designated giving goals are being met.
- Monitor recurring giving -- A growing recurring giving base provides more predictable church income. Use the Recurring filter to track this segment.
- Follow up on pledge progress -- Check pledge fulfillment regularly and reach out to pledgers who may be falling behind.
- Export for board meetings -- Generate PDF or Excel exports for finance committee and board review.
- Distribute statements in January -- Giving statements help your donors with their tax filings.