How to View and Export the Giving Detail Report in SteepleMate

The Giving Detail Report in SteepleMate provides a comprehensive overview of recent donations, categorized by your chosen criteria. This guide explains how to view, filter, and export the report, as well as how to manage duplicates and understand the report’s details.

1. Access the Giving Detail Report
   

1. Navigate to the Finance menu on the left-hand side of the screen.
   
2. Select Giving Detail from the submenu.
   
   

2. Filter the Report
   

1. Specify the Date Range for the donations you want to view.
   
2. Select the Payment Categories (e.g., Tithes, Offerings) to include in the report.
   
3. Click the green Search button to generate the report.
   

Important Notes About the Giving Detail Report

1. Duplicate Names in the Report:
   

1. You may notice duplicate names in the report. This can happen when:
   
1. Donors give without signing in.
   
2. Donors fill out multiple welcome cards, creating duplicate records.
   
2. Refer to the Resolve Duplicates help guide for instructions on merging duplicate records.
   
2. Online Giving Expenses:
1. The donations shown in the report are not adjusted for online giving fees.
   
2. For example: A $100 credit card donation will appear as $100, but the actual cash deposit will be approximately $97 after processing fees.

Additional Features of the Report

1. Expand Nodes: Click to expand all nodes in the report to see individual donor details, including:
1. The amount donated.
   
2. The categories to which donations were allocated.
   
2. Export the Report: At the top-right corner of the report, click the Export button.
1. Choose your preferred file format: PDF, Excel, CSV, or other available formats.

• Related Articles

• How to Generate Contribution Statements in SteepleMate

  As a Finance Administrator, you can easily generate contribution statements for your church members. ? Watch the video below or follow the step-by-step instructions to learn how to generate contribution statements in SteepleMate. Access Contribution ...

• Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate

  This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...

• How to View and Export Custom Form Submissions in SteepleMate

  This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...

• How to Use the Family Communications Report in SteepleMate

  The Family Communications report helps your church review communication activity for specific groups in the system. This is useful when you want to see communication history for ministries or group-based follow-up, such as children’s ministry, Bible ...

• How to Pull the Payments Received Report in SteepleMate

  The Payments Received Report in SteepleMate provides an overview of recent donations and allows you to generate reports for specific time periods. You can also export this report in various formats (e.g., CSV, Excel) or print it directly. This is ...