Pledge / Giving Analysis

For each Giver, the Pledge / Giving Analysis presents a comparison of money given to Giving Accounts against money pledged to each one. This is also one of the most flexible reports in Donations.

 

To view or print the Pledge / Giving Analysis:


  1. Click Reports/Export in the Button Bar at the top of the screen.
  2. Click the Compare & Analyze button that appears below.
  3. Click the Pledge / Giving Analysis button that appears in the adjacent menu It will open to the Giving / Pledging tab:

 


Giving — Include

Choose the option that best describes the Giving information you wish to see:

  • All — Click this option to have all kinds of Givers regardless of their giving included.
  • Only those with giving from — Enter a desired range of donation dollar amounts that you would like to include. If the range has no maximum amount, place a check in the No Upper Limit box.
  • Only those who gave
  • Only those who did not give

 

AND / OR

Between the Giving — Include and Pledging — Include areas of the screen, use the AND / OR dropdown box to specify how the criteria must be fulfilled:

  • AND — Use to search for people who meet BOTH of the criteria, allowing less people to be included.
  • OR — Use to search for people who meet EITHER of the criteria, allowing more people to be included.

 

Pledging — Include

Choose the option that best describes the information regarding Pledges that you wish to see on your report:

  • All Givers — Includes all Givers regardless of Pledging.
  • Only those with pledging from — Enter a desired range of pledge dollar amounts that you would like to include. If the range has no maximum amount, place a check in the No Upper Limit box.
  • Only those who pledged
  • Only those who did not pledge  
  • Those who:If applicable, place or remove a checkmark for Have Met All Pledges and/or Have Not Met All Pledges.
  • With Pledge Type(s): Place a checkmark next to any or all frequencies of pledges you want to include on the report.

 

Other Options

At the top right of the Giving / Pledging tab there are sometimes a few more options, these include:

  • Receives Statement — specify if you only want to see those who do or only those who do not receive statements. (This is not an option on Statements as Givers without "Receives Statement" checked cannot be included)
  • Giving as a Family or Giving Separately — specify if you only want to see those who give alone or only those who give as a family.
  • Date Range — select the time period that you want the report to present.
  • Show Giver totals — if you want to see a total for each Giver on the report.
  • Summary only — if you want to see only the summary, instead of an accompanying, individualized listing by Giver.

 

Choose any of the following tabs to apply additional settings:

Givers / People Tab

To specify certain Membership characteristics of the people you want to include. The characteristics for you to choose are actual fields that store people's information in The People File. This tab is the exact same as the People Selection Criteria in Membership Reports / Directory / Exports.

Accounts tab

Specifies that only certain accounts should be included.

Columns Tab

Determines the order and the appearance of the columns displayed.

Sort / Group & Sort Tab

Organizes the information into the desired order (and groupings).

Fonts Tab

Sets the style and size of the typeface used to display the contents of the report.

Additional/Report Options Tab

Place a checkmark to select which, if any, Family Categories indicators you want to include (e.g. [V] for Visitor, [D] for Donor, etc.)


Once you have made all of your selections, click Print to view a Print Preview and then proceed in sending the file to your printer. You can also Export most reports and/or Send via Email as a file to be used outside of Church Windows.