NOTE: This article contains information about products and features that are in beta status and available to a small subset of Givelify users.
You may have noticed some changes to the reporting function in the Dashboard that went live this morning. We’re so excited about what’s ahead for reporting and data export in the months ahead, but this brief article will cover the basics of what’s changed and what’s new.
Reports work the same as they always have, but we’ve improved the interface to make it easier to find the information you’re looking for, and easier to run the reports themselves:
Choosing your report:
As you can see above, you still have access to three reporting/data types: Donations (funds received/refunded); Disbursements (funds deposited); and Donors. We’ve also added a fourth data export type, called Import-Friendly. Simply click the “Get report” link for the report you’d like to run.
Running a report:
Once you select your report, you’ll see the updated export screen. The changes here are pretty straightforward — choose your date range from the drop down menu, or choose a custom date range using the Start and End date fields. Then, select your preferred file format and click the Export Info button to generate the report.
As always, you can see a list of previously generated reports by clicking the View previous reports link in the upper right hand corner.
Simplified Reporting Option
The simplified reporting option, when checked, will remove any cells or columns that have no data to report. For example, let’s say you have 25 envelopes set up, but only 5 of them actually received contributions in the past week. The full Givelify data export would list all 25 envelopes, and show empty cells for each contributor. That’s a lot of empty data to have to manage in your Church Management System (ChMS). By checking the “Exclude columns with empty envelopes” option on your chosen report, we’ll only show the envelopes with data to report, making reconciliation of your data even easier!
This new data export type allows you to generate a file with your Givelify contribution data that excludes “meta” or “header” information included in other file types, organized more efficiently for syncing with your ChMS of choice.
QuickBooks Online Support
We’re thrilled to offer support for QuickBooks* (our most often requested feature)! These two new reporting types will generate a file compatible with how you use QuickBooks Online for your organization — either sorting data by envelope or by donor. Generating the report works exactly like the other data export types. Simply select your desired date range, choose to exclude empty envelopes, and press the “Export info” button — it’s that easy!
*QuickBooks reporting tools are compatible with QuickBooks Online.