Get Detailed Reports

The Givelify giving app dashboard offers many valuable tools for your organization. One key way your place of worship can make use of the dashboard is to view detailed information about your donors and their contributions.

Important note: This reporting is found online, not in the Givelify giving app itself. The dashboard can be accessed using a mobile browser, but for full dashboard functionality, you will need to use a computer and web browser. To log in to your organization’s account:

  1. Visit givelify.com
  2. Click Log In at the top right corner of your screen
  3. Type your e-mail address and password into the spaces provided
  4. Click the Sign In button

Export Your Donation Report

Export Your Donation Report

To download a report of the donations made to your place of worship, visit www.givelify.com on your computer. Then follow these steps:

  1. Click on Donations at the top right of your screen
  2. Click on Data Export at the top right of your screen
  3. Select one of the following options:
    • Donations (All donations sorted chronologically)
    • Disbursements (All disbursements into your bank account sorted chronologically)
    • Donors (All donors and their total donations sorted alphabetically)
  4. Use the drop-down box to select or enter a date range
  5. Hover over the Export button with your mouse to open a drop-down window, and then select the type of file you would like to receive: an Excel spreadsheet or a CSV file.

When you click your selection, a report will be generated that you can open or save to your computer.

View Information About Your Donors

View information about your donors

Want to see detailed information about your donors without downloading a report? To view this information, including donor names and amounts received, visit www.givelify.com on your computer. Then follow these steps:

  1. Log in to your organization’s account
  2. Click on Donations at the top right of your screen
  3. Click on the Donors tab

Every donor who has given to your organization will be listed on this page, together with the total amount of money they have given to date. The total number of donors will be highlighted at the top of the page.

To view only donors who gave within a certain time period, use the drop-down box next to Total Donors to change the date range.

Note: You can search a donor’s name to look up information about their donation history. You can also sort donations by the largest, smallest, oldest, or more recent.

Review All Donations to Your Giving App Account

Review all donations to your giving app account

To view all of the donations your organization has received, visit www.givelify.com on your computer and follow these steps:

  1. Log in to your organization’s giving app account
  2. Click on Donations at the top right of your screen
  3. Click on the Received tab

The total amount of donations your organization has received to date will be highlighted at the top of the page.

To view only donations made within a certain time period, use the drop-down box next to Total Received to change the date range.

Using the tabs that appear under the total received, you can sort by offering type or by date.

Note: To see even more details, including donor names and the specific amounts given by each donor, click on the numbers that are highlighted in blue.

Have more questions about using your Givelify account? Visit our FAQs page to find answers to some of our most common inquiries.