For the complete documentation index, see llms.txt. This page is also available as Markdown.

Giving Reports

Reports for online gifts and Stripe deposits, plus year-end contribution statements.

Online Giving reports are in the Admin under Data → Online Giving.

Contribution Report

A report of who gave what and when through Online Giving.

  1. Open Contribution Report.

  2. Choose a From Date and To Date (defaults to the current month). The contribution total updates as you change the dates.

  3. Choose Download as PDF or Download as Excel.

The report includes the date, name, category, amount, fee, amount deposited, payout, and notes for each gift. Viewing contribution amounts requires the View Contribution Amounts permission.

Payout (Deposit) Report

A list of deposits from Stripe to your bank account, with the number of transactions and the amount of each. Download any deposit as a PDF or Excel file to see the contributions that make it up.

Each deposit's details include fees, refunds, and returned payments as separate lines, so the totals match the deposit in your bank account.

End of Year Contribution Letters

Generate, email, and share year-end giving statements from End of Year Contribution Letters.

Contribution Statements

If only Online Giving is enabled, reports and statements include only gifts made through Lightpost. For a full accounting of checks and cash, the Financial Management feature is needed.

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