Reports
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 ...
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 ...
How to Generate and Export the Consolidated Deposits Report
The Consolidated Deposits Report provides a comprehensive view of your organization’s financial contributions, breaking them down by fund and source over a selected time period. This report includes two charts and a detailed table, enabling you to ...
How to Generate and Export Deposits by Fund Report
The "Deposits by Fund" report provides a detailed view of your financial transactions for a specific time period. This report includes two insightful charts and a detailed table, offering an easy-to-follow breakdown of deposits, fees, and more. You ...