Elvanto offers a variety of built-in financial reports to help you gain insights into your church's giving and financial activity. These reports can be accessed by navigating to Admin > Financial > Reports.
Here's a breakdown of the available reports and their uses:
1. Batches Report
What it does: Displays transactions within specific batches.
Helpful for:
- Reconciling deposits.
- Tracking the details of individual batches.
- Identifying any discrepancies within a batch.
2. Batch Summaries Report
What it does: Generates a summary of batch details over a period of time.
Helpful for:
- Analyzing giving trends over time.
- Tracking the total amounts collected in batches.
- Comparing giving across different time periods.
3. Donors by Method Report
What it does: Shows people who did or didn't donate through a chosen method (e.g., online, cash, check).
Helpful for:
- Understanding donor preferences.
- Identifying potential issues with specific giving methods.
- Analyzing the effectiveness of different giving channels.
4. Donors by Number of Gifts Given Report
What it does: Displays givers who have given a certain number of times within a specific period. (Similar to the New Givers Report.)
Helpful for:
- Identifying regular givers.
- Tracking donor engagement.
- Recognizing and appreciating consistent supporters.
5. Giving Statements Report
What it does: Allows you to generate and print giving statements for individuals, families, or groups.
Helpful for:
- Providing donors with an annual record of their giving.
- Fulfilling tax receipt requirements.
- Simplifying year-end financial reporting.
6. New Givers Report
What it does: Displays new givers over a specific period of time.
Helpful for:
- Identifying first-time donors.
- Tracking growth in giving.
- Recognizing and welcoming new supporters.
7. Pledge and Transactions Amount Report
What it does: Displays pledge amounts for each individual and their total transactions during a time period.
Helpful for:
- Tracking pledges and payments.
- Identifying outstanding pledges.
- Managing and following up on pledges.
8. Top Givers Report
What it does: Displays a specified number of individuals with the highest donation amounts over a period of time.
Helpful for:
- Recognizing major donors.
- Analyzing giving patterns among top givers.
- Cultivating relationships with significant supporters.
9. Transactions Report
What it does: Displays transactions over a specific period of time for individuals.
Helpful for:
- Reviewing individual giving history.
- Tracking specific transactions.
- Analyzing individual giving patterns.