Pastor Asking for Last Week's Giving Report? We've Got You Covered!

If you’re new to Overflow and need to provide contribution reports to your Pastor, this guide is for you. You can easily find all the information you need on your Dashboard homepage!

Accessing Contribution Data

🏠 Homepage Overview
Your Dashboard homepage will display top giving metrics at a glance:

• Total Contributions
• Recurring Contributions
• One-Time Contributions
• Average Contribution Value

🗓️ Custom Date Filters
If your Pastor needs data for a specific timeframe, you can use custom filters.

For instance, you can select a date range of the last 7 days, OR you can choose a reporting period that fits your needs (e.g., Monday–Sunday)

📊 Sharing Data
After adjusting the filters, you can easily share this information with your Pastor. If you're looking for specific data, consider taking a screenshot or simply sending a link.

💰 Confirmed Gifts
Please note that the numbers displayed include only confirmed gifts.

If you need to account for pending contributions, we recommend using the Contributions Table instead. (🔍 Located in the "Contributions" module)

• Similarly, you can apply filters, such as Date and Campus, to narrow down your data. (You can learn more about filters here.)
• ⭐️ The contribution total will be displayed on top, along with the number of contributions and unique donors. (You can either take a screenshot or export the filtered table.)

🏦 ACH Donations
👉🏽 ACH donations will only appear in the Overflow platform once they are fully confirmed.

• If your Pastor requests a giving report on a Monday, and you are processing ACH donations through CardConnect, please inform them that the report may not be complete.
• To include pending transactions in your weekly report, you will need to wait until Tuesday when ACH donations have settled.