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  1. ParishSoft
  2. ParishSOFT Family Suite (PSFS)
  3. Offering
  4. Reports & Analytics

Reports & Analytics

View and analyze financial data and donor activity to track giving trends, monitor fund performance, and support informed decision-making.

  • Analysis Reports
  • Donor Reports

Articles

  • Display or export a pledges list
  • Export a list of your funds including the Fund ID
  • Generate a batch detail report
  • Generate a list of contributions for a date span and/or minimum or maximum amount sorted by one of several fields
  • Get a batch list report (posting list)
  • How to direct an organization with DM access to run a CSA report
  • Print a Pledge Adjustments Report
  • Print an Audit Report for pledges, contributions, and/or batches
  • Run a Donor List Report
  • Set up and run the Families Without Pledges Report
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