1) Navigate to the ONLINE GIVING tab then SELECT the EXPORT menu item
2) Once you've navigated to the EXPORT screen, you'll be able to run various reports for your online giving statistics.
Export PDF of Donations and Income:
This is an overview PDF document of all your online giving income for the current year.
Export Income and Donation Stats
This is an overview CSV document of income and donations over time the selected period of time. You can view this document in Microsoft Excel or in Apple Numbers.
Export Donation History
This is a detailed CSV report which includes all of the data collected for each donation for the selected period of time. You can view this document in Microsoft Excel or in Apple Numbers.
Export Donors in CSV
Run a report of donors for all donation forms or only those who have donated to a particular form. You can view this document in Microsoft Excel or in Apple Numbers.
Related Articles
User Roles | Online Giving
What are Roles and Capabilities Sermon Box Online has several default user roles: Admin, Editor, Author, Contributor, and Subscriber. When you create a new user at “Users > Add New” you choose one of these roles for that user. The user’s role ...
Stripe > Cancel Subscription
Your payment processor will always show the most timely and accurate information regarding payments and subscriptions. Cancel a Subscription Inside Stripe: 1) Login to your Stripe Dashboard at: dashboard.stripe.com 2) Navigate to the SUBSCRIPTIONS ...
User Role Permissions
With Sermon Box Online, user management is as simple as assigning a specific user a pre-defined role. Available roles for users are listed below: ADMINISTRATOR EDITOR CONTRIBUTOR AUTHOR ONLINE GIVING MANAGER ONLINE GIVING ACCOUNTANT ONLINE GIVING ...
Enable Test Mode
To enable Test Mode for online giving, go to “ Online Giving > Settings” and the “Payment Gateways” tab. Once you've enabled Test Mode, you can use the “Test Donation” Gateway. Test donations are easy to spot in the back-end donations area of your ...
Manage Your Address Book
The address book will show you any saved contacts. This will store names and email addresses so that you don’t have to remember these while composing emails. The left-hand side will display all of the saved addresses, and the right side will show the ...