Reporting by Donors

How to Navigate the ‘Reporting by Donors’ Page of the Contribution Module in the Admin Portal

1. Log In – Make sure you’re signed into your ChurchPad account.

2. Click your Profile Icon at the top right.

3. From the dropdown menu, select "Admin"

4. You are now in the Admin Portal.

5. From the left-hand sidebar, click Contributions to expand its menu. Then select Reports

6. Click on the Reporting by Donors tab.

Tip: If you land on Reporting by Numbers by default, simply switch to Reporting by Donors using the tabs at the top.

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Understanding the Donor Table

1. User: Displays the donor’s profile picture (if any), name, and email. Clicking on the donor’s name may open a mini-profile or additional details

2. Phone: This shows the phone number on file, if available.

3. Envelope ID: Lists the unique envelope number if your organization uses physical envelopes for tracking giving.

4. All Contributions: The total giving amount from that donor during the selected period (and reporting type).

Note: If the Reporting Type is “Daily,” you might see the donor listed multiple times—once per date they contributed. If it’s “Monthly,” each row will reflect the total per month.

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Filtering & Searching

1. Select a Date Range: Pick the period you want to analyze, e.g., from April 1, 2024 to April 29, 2024.

2. Choose Reporting Type: Daily, Weekly, or Monthly. This affects how the system calculates totals for each donor over those intervals.

3. Additional Filters:

   1. Contribution Type (e.g., Tithe, Offering)

   2. Contribution Source (e.g., Card, PayPal)

4. Search: Type in the search bar (e.g., “John Doe” or “[email protected]”) to find a specific donor.

Tip: Combine multiple filters (e.g., Date Range + Contribution Type + Reporting Type) to create targeted donor reports.

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Exporting (Download)

1. Look for the Download button (usually near the top-right).

2. Click the dropdown to select:

   1. Download Current – Exports only the rows currently displayed (based on filters).

   2. Download All – Exports every row in the full list, ignoring filters.

3. The exported file (often CSV) can be opened in Excel or other spreadsheet applications.

Tip: Filter first, then use “Download Current” to grab a subset of donors (e.g., Tithe givers in April).

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