Giving Reports

Once you log in to the OSV Hub, select Giving and then Reporting.

You will see a drop down that lets you select which Report you would like to view.

 

ACH Corrections and Rejections

If you select the ACH Corrections and Rejections report it will show you all of the ACH accounts that have been corrected/rejected during the timeframe you choose.  You can select from either the Last 7 Days, Last 30 Days or you can choose a Custom Date Range and use the calendar to set the dates.

 

Once you have made a timeframe selection, click Create Report.

If there are any results in this timeframe, it will generate with details similar to below with the donor’s

  • Name
  • Envelope number
  • Transaction Date
  • Rejection Date
  • Fund/Form Name
  • Fund/Form Type
  • Reason for Rejection or Correction
  • Total Amount

To see more information, click View to the right of the transaction and it will give you the full reason for the rejection.  The donor also receives this notification and they are responsible for correcting the payment method.

For all reports you can change the timeframe of data you are looking at, and once you make the change you need to select the Update Report icon to see the change reflected below.

For any report if you would like to download the data, at any time you can select the Download icon and a CSV file will be created with all the information.

Giving Detail

If you select the Giving Detail report it will show you all the details for any donations that occur during the time frame and funds that you select.

You can select from either the Last 7 Days, Last 30 Days or you can choose a Custom Date Range and use the calendar to set the dates.

Next you will select the Funds you wish to include in the report.  You can select specific funds by clicking the drop down and select the box beside that particular fund or you can click the check box at the top to select all the funds.  You can also use the search field at the top to type in part of the fund name to locate a fund quickly.

If you have Directory with Our Sunday Visitor you will also see an option to select the Fund Source.  You can select all sources or choose between Physical Contribution or Online Contribution. The physical contributions will show your Internal Only Funds.  

Once you have selected your preferred options, click Run Report.

You will then see a Detail Summary of the gifts similar to the one below.  This summary gives you the overall gifts broken down by Funds, Donor Types and Payment Methods. As well as the Total Number and Amount of gifts, any Refunds that were processed during the time frame and any Rejections or Corrections that were received during the time frame.

It then gives you a more detail breakdown by the Source, Donor Type and Payment Method of each Fund.  Along with the Total Number and Amount of gifts, any Refunds that were processed during the time frame and any Rejections or Corrections that were received during the time frame for this Fund.

You can also choose to see more details within the Funds by selecting the Show Transactions button in the top right of any Fund.

This will take you to the summary of that Fund, which will allow you to view details of any particular transaction or donor account by clicking the kebab to the right of any account.

You can change the view to sort by donor accounts by clicking the Show Donors button at the top right.  This will change the view from how many transactions you have for this fund, to how many different donor accounts you have for this fund.

 

Reconciliation

If you select the Reconciliation report you will be able to see a detail of all the batches in Online Giving.

You can select from either the Last 7 Days, Last 30 Days or you can choose a Custom Date Range and use the calendar to set the dates.

 

Currently the only option for the Report to run will be the Transaction Date of the batches.

You can specify what types of batches you would like to see by selecting or unselecting the ACH and Credit Card boxes.  When you have completed the timeframe and batch type selections, click Run Report.

You will see a list of the batches within the time frame and payment types you selected.  This will provide you the Batch Date, Batch ID, Batch Type and Batch Total.  

The checkbox beside each batch can be checked once you have reconciled that batch with your bank statement.

Select View to the right of any batch to see the Batch Details detailing the Names and Types in that particular batch.

For a full Reconciliation Report detailing the Batch Date, Batch ID, Batch Type, Payment Type, Name, Type, Donor Name, Amount and Fund Number in a CSV file select the Download Icon.  

Gift Notes

If you select the Gift Notes report it will show you all the notes a donor has made during the timeframe and funds that you select.

You can select from either the Last 7 Days, Last 30 Days or you can choose a Custom Date Range and use the calendar to set the dates.

Next you will select the Funds you wish to include in the report.  You can select specific funds by clicking the dropdown and select the box beside that particular fund or you can click the check box at the top to select all the funds.  You can also use the search field at the top to type in part of the fund name to locate a fund quickly.

Once you have selected your preferred options, click Run Report.

 

You will then see a report with the gift date, donor name, fund name, gift amount and gift note.  If you would like to change the timeframe or selected funds, make your changes in those fields and click the Update Report icon.  It will then update to the new information.

You can also view the Gift Notes in your Giving Dashboard. It will show the number of Gift Notes submitted in the last 7 days and you can select the View Gift Notes button to be taken to the Gift Notes report which will default to the last 7 days.


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