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Giving Analytics

The giving analytics block provides a powerful tool for analyzing and reporting giving information. Let's look at how we can use this block to empower your organization.

Chart Mode

Chart mode allows us to get summary information on the transactions that meet our search criteria. While the main view is the chart, we can also get the numbers behind the chart.

  1. Date Range - The first setting is the date range of the transactions that we're interested in.
  2. Total Amounts - Located in the Advanced Options, this is a numeric range of dollar amounts that should be used to filter the total gifts on. Note that this range is on the total amount of gifts per giving unit for the period/filters you've provided, not a range of a specific gift.
  3. Limit by Data View - Located in the Advanced Options, this allows you to limit who is considered for the report based on the data view provided.
  4. Available Accounts - Located in the Advanced Options, these allow you to decide whether to include only active accounts and/or only tax-deductible accounts.
  5. Currency Types - This allows you to filter gifts that were given by a certain currency type.
  6. Transaction Source - You can also filter on a source for the transaction. This allows you to see what medium your donors give by.
  7. Accounts - This setting allows you to filter by financial account.
  8. Group By - The group by setting tells us the time series to use on the x-axis of the chart.
  9. Graph By - This determines what series you would like to see on the graph.
  10. Copy Link - The Copy Link button lets you share the currently displayed overview of giving with a colleague.
  11. Show Data - This allows you to see the data behind the graph.

Details Mode

The details mode shows us the individuals behind the data. Note that the data is shown by 'Giving Unit'. If an individual combines their giving with their family, then the head of household will be listed instead of the individual matched to the transaction.

  1. Filter - An additional level of filtering is available when looking in details mode. You can choose to view transactions by:
    1. All Givers: This displays information for all giving units matching the criteria on the left.
    2. First Time Givers: This will only show information for giving units whose first gift is within the date range provided on the left.
    3. Pattern: This allows us to provide a pattern like 'Has given at least three times in the selected range and did not give between another date range.'
  2. Return Type - This setting provides four different ways to view family members that have a contribution transaction matching the selected filter criteria. These settings are a great way of getting lists of people to send communications to.
    1. Giver: This will show each of the giving leaders associated with the matching transactions and the amount given. This view is best for determining the total amount given for each person because multiple people are not shown for the same transactions. Because of this, it is the only view that displays a grand total amount at the bottom of the list.
    2. Adults: This will show all the adults that have matching transactions or are combining their giving with a person who has matching transactions. It also displays the total amount given by the combined members with each adult listed.
    3. Children: This will show all the children that have matching transactions or are combining their giving with a person who has matching transactions. It also displays the total amount given by the combined members with each child listed.
    4. Family: This will show all family members who have matching transactions or are combining their giving with a person who has matching transactions. It also displays the total amount given by the combined members with each person listed. For example, consider the Decker family. Ted and Cindy both have selected to combine their giving with the Decker Family, but Noah and Alex both give individually (they do not combine giving with any family). If Ted gave $300, Cindy gave $50, and Noah gave $5 during the selected time period, the views would show the following:
    5. Giver: This will show Ted with $350 given and Noah with $5. This is because Ted and Cindy are the same "giving unit", and Noah is his own. Alex is also her own giving unit but did not give anything during the selected period.
    6. Adults: This will show Ted with $350 and Cindy with $350. This is because they are the adults in their family and their combined, total given for the family was $350.
    7. Children: This will show Noah with $5. This is because Noah is a child in his family, he does not combine his giving with the family and his total given was $5. Alex is also a child in the family but because she did not give anything and because she does not combine her giving with anyone who did, she will not appear in the list.
    8. Family: This will show Ted and Cindy each with $350, and Noah with $5. It shows $350 for Ted and Cindy because that is the combined total of their giving since they are configured to combine their giving. It shows $5 for Noah because he is not configured to combine his giving and his total was $5. It does not show Alex because she did not give anything, and she is not configured to combine her giving with anyone.
  3. Data - The grid displays the transactions by giving unit that meet the provided criteria.

Note

Last Gift Ever
Quick note on the 'Last Gift Ever' column on the Giving Analytics block. If spacing weren't an issue this column would really be named 'Last Tax-Deductible Gift Ever to Any Account'. When using patterns to exclude people with certain giving trends this column can be a little confusing until you realize it is not filtered by any account.

It's important to keep in mind that Rock's Giving Analytics reporting is focused on reporting on people and ministry weeks, not reporting on dollars and transaction dates. For that reason, Rock groups contributions together according to a Sunday date. Rock's weeks, for the purpose of attendance and giving, run on a Monday to Sunday timeframe by default. This provides insight into giving by people during a specific week. However, this means the results won't line up entirely with a calculated total of transactions grouped by the transaction date. For instance, December 31 was on a Monday in 2018. Giving analytics for 2018 split by week would therefore show contributions from December 31, 2018 in the week of January 6, 2019.

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