Giving Reports

Holy provides comprehensive giving reports to help your finance team track donations and trends.

Available Reports

Giving Summary

A high-level overview of giving activity:

• Total giving (current month, year-to-date, all-time)
• Number of unique donors
• Average gift amount
• Comparison to prior periods

Fund Report

Breakdown of giving by fund:

• Total received per fund
• Number of donations per fund
• Progress toward fund goals
• Top donors per fund

Donor Report

Individual donor giving history:

• Lifetime giving total
• Year-to-date giving
• Giving frequency
• First gift date
• Most recent gift date

Trend Report

Giving trends over time:

• Monthly giving totals (12-month chart)
• Year-over-year comparison
• Seasonal patterns
• New vs. returning donor ratio

Exporting Reports

All reports can be exported as:

• CSV — For spreadsheet analysis
• PDF — For printing and sharing

Dashboard Widgets

Key giving metrics are also displayed on the main dashboard:

• This month's total giving
• Comparison to last month
• Number of active recurring donors
• Recent donations feed