Giving Reports and Analytics
TimelyChurch provides several ways to analyze your church's giving data -- from the at-a-glance dashboard statistics to detailed exports. This article covers all the reporting tools available in the Giving 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 Dashboard Statistics
The Giving page displays four summary cards at the top, calculated for the selected date range (defaults to the current month):
| Card | Description |
|---|---|
| Total | The sum of all donation amounts in the period. |
| 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. |
These cards update automatically as you change the date filter.
Additional Period Statistics
Beyond the four summary cards, the system tracks:
| Metric | Description |
|---|---|
| Donation Count | Total number of individual donations in the period. |
| Unique Donors | Number of distinct donors (by person_id) in the period. |
| Average Donation | Total amount divided by donation count. |
| By Payment Method | Breakdown of totals and counts for each payment method used. |
Filtering Donation Data
Use the following filters on the Giving page to narrow down your view:
| Filter | Options |
|---|---|
| Date Range | Start date and end date (defaults to current month). |
| Year | Quick filter to select an entire year (current year and up to 5 years back). See note below about export limits. |
| Search | Search by donor name, Giving ID, or person name. |
| Payment Method | Cash, Check, Card, Envelope, Direct Deposit, Online, Cash App, Zelle, Venmo, PayPal, or Other. |
| Fund | Any active giving fund. |
| Source | Manual, Online, or Import. |
| Frequency | One-time or Recurring. |
Filters can be combined. For example, you can view all recurring card donations to the Building Fund in Q3 2025.
Fund Reports
The Funds page provides fund-level giving analytics. For each fund, you see:
| Metric | Description |
|---|---|
| Total Collected | Sum of all allocations to this fund (filtered by date range). |
| In-Person Collected | Allocations from in-person payment methods. |
| Online Collected | Allocations from online payment methods. |
| Donation Count | Number of allocations to this fund. |
Fund Date Range Filters
The Funds page supports multiple date range presets:
- 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 -- Set specific start and end dates.
Fund Summary Statistics
At the top of the Funds page:
| Stat | Description |
|---|---|
| Total Funds | Total number of funds (active and archived). |
| Active | Funds currently accepting donations. |
| Archived | Funds that have been archived. |
| Online Enabled | Active funds available on the public giving page. |
Financial summary across all funds:
- Total Giving -- All allocations across all funds for the period.
- In-Person -- In-person giving across all funds.
- Online -- Online giving across all funds.
- Recurring -- Recurring giving across all 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....
- Configure the export:
| Setting | Description |
|---|---|
| Start Date | Beginning of the export range. Required. |
| End Date | End of the export range. Required. Must be on or after the start date. |
| Fields | Select which columns to include in the export (see below). |
| Format | CSV, Excel, or PDF. |
- Click Export.
Available Export Fields
| Field Key | Column Header | Content |
|---|---|---|
donor_name |
Donor Name | Person's full name, manual donor name, or "Anonymous." |
email |
Person's email or manual donor email. | |
amount |
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 | Fund name(s) the donation is allocated to (comma-separated if split). |
date |
Date | Donation date in YYYY-MM-DD format. |
payment_method |
Payment Method | Human-readable payment method label (e.g., "Cash," "Check," "Card"). |
frequency |
Frequency | "One-time" or "Recurring." |
check_number |
Check Number | Check number (blank if not applicable). |
notes |
Notes | Internal notes on the donation. |
If no valid fields are selected, the export defaults to Donor Name, Amount, and Date.
Export Formats
- CSV -- Standard comma-separated values file. Compatible with any spreadsheet application.
- Excel -- CSV file with UTF-8 BOM header for proper Excel encoding. Uses
.xlsxextension. - 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 enforced across all financial exports.
Note: Viewing vs. Exporting Historical Data
The mismatch is intentional but worth understanding:
- On-screen filtering (the Year dropdown and date pickers on the Giving page) goes back up to 5 years. You can browse, search, and audit older donations directly in the UI.
- Exports (CSV, Excel, PDF) are capped at the most recent 2 years. If you select an export range that reaches further back than 2 years, the system will reject it.
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 take screenshots / printed reports from the on-screen view. For deeper historical exports, contact support.
Security: Formula Injection Protection
All text fields in CSV/Excel exports are sanitized to prevent formula injection attacks. Values starting with =, +, -, @, tab, or carriage return are prefixed with a single quote to prevent spreadsheet applications from interpreting them as formulas.
Giving Statements as Reports
Year-end giving statements serve as donor-level giving reports. Each statement includes:
- All donations grouped by fund.
- Quarterly totals.
- Grand total for the year.
- Date range and donation count.
See Giving Statements for full details on generating and distributing statements.
Pledge Campaign Reports
Campaign detail views provide reporting on campaign performance:
| Metric | Description |
|---|---|
| Goal Amount | The fundraising target. |
| Total Pledged | Sum of all pledge commitment amounts. |
| Total Raised | Sum of fulfilled pledge payments. |
| Direct Donations | Donations to the campaign not tied to a specific pledge. |
| Total Amount Raised | Pledge fulfillments + direct donations. |
| Goal Progress % | Percentage of goal reached. |
| Pledge Progress % | Percentage of pledged amounts fulfilled. |
| Pledge Count | Number of pledges. |
| Donation Count | Number of direct donations. |
| Total Donor Count | Pledgers + direct donors. |
| Days Remaining | Days until the campaign end date (if set). |
| Views | Number of public page views. |
Individual pledge tracking within a campaign includes:
- Donor name.
- Pledged amount.
- Amount fulfilled.
- Progress percentage.
- Status (Active, Completed, Paused, Cancelled).
- Whether the pledge is behind schedule (actual progress more than 10% behind expected).
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 Total | The expected deposit amount. |
| Actual Total | Sum of all donations in the batch. |
| Difference | Actual minus expected (for reconciliation). |
| Item Count | Number of donations in the batch. |
| Status | Open, Closed, or Deposited. |
| Created By / Closed By | Audit trail of who handled the batch. |
Deposit slips can be downloaded as PDFs with full donation listings.
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, broken down by fund.
- Balance Sheet -- A snapshot of assets, liabilities, and net worth, reflecting donation-related accounts.
- Treasurer's Report -- A one-page summary that combines income and expense data with fund-level breakdowns, 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 Reports (the Reports hub links to the Balance Sheet, Income Statement, and Treasurer's Report). The Transactions list lives under Accounting > Transactions. Accounting is a Pro-plan feature, so these tools are available only when your church is on the Pro plan.
Tips for Effective Giving Analysis
- Review monthly -- Check the Giving dashboard 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.