Insights

We need a way to schedule a report of the weekly giving totals that can be emailed to multiple recipients. Also a weekly/monthly new giver report that can be exported as a pdf would be very helpful.

The transaction summary is better in 1.0 than the new. Please make an update that you can print to PDF for a more professional look to the summary.

I would like to see on the dashboard a percentage of online giving versus cash and check giving

The Giving has not been updating lately it remains stuck as of mid September.

the ability to add/ edit or delete and arrange different types of metrics widgets such as charts or graphs that show giving, attendance, group attendance, service attendance, yearly comparisons, number of new members, visitors, salvations, baptisms, etc...

In the transaction screen in 2.0 I was able to select either transaction date or deposit date for a download. As of last week, the option of deposit date was removed. This adds an enormous amount of work to our processing. Often, we have a transaction that does not process in a timely manner. By filtering on deposit date that did not matter. We post by deposit to ensure everything is reconciled. This week, for example, we had two transactions from 6/28 that were deposited on 7/8. Because they fell outside our download dates, they did not download. So, now I need to download the deposit info and go searching manually for the missing transactions. In addition, I had two transactions download that had not been deposited. I wonder why that functionality was removed and if it can be restored? Or is there another workaround that Iam not aware of.

We ran our first pledge campaign on Sunday and had multiple doners not able to work out how to change their number to the international version. We'd rather loose the ability to text then loose a doner!

How do we connect Pledge Payments to the Pledge Campaign?

We must have a simple monthly report totaling donations by fund. Your reports need to be pdf driven.