How to find giving intentions

If you have a finance counsel meeting, or are just looking for more information about what to expect for the parish, you can use the Projected Giving and Giving History reports on the Church Admin site to get a list of all who have made a gift of Easter flowers and their memorial intentions. The steps are easy:

If the gifts have not been processed yet (i.e. before the 4th or 15th)

1. Log into the Church Admin site.
2. Select "Reports" from the top menu and "Projected Giving" from the dropdown.
3. Toggle the "Month/Year of Charge" to 04/2021.
4. Toggle the "Transaction Date" to 4, 15, or both (if your parish offers the 4th and 15th debit dates)
5. Toggle the "Export" field to your preferred export format (we recommend Excel).
6. Check the box for "Show Individual Donor Gifts."
7. Check the box for "Click here for donor notes."
8. Run the report

If the gifts have already been processed (i.e. after the 4th or 15th)

1. Log into the Church Admin site.
2. Select "Reports" from the top menu and "Giving History" from the dropdown.
3. To see specific appeals, click on the Classic Giving History tab
4. Toggle the "Start Month/Year of Gift" and "End Month/Year of Gift" to 04/2021.
5. Select "Easter Flowers" from the list of appeals.
6. Check the box for " Check here to include donor notes."
7. Toggle the "Export" field to your preferred export format (we recommend Excel).
8. Run the report

This will generate a report containing the first name, last name, Faith Direct ID, envelope number, and amount of the gift, as well as any notes the parishioner has made regarding their intentions. If there is nothing in the notes field, the parishioner did not specify an intention when scheduling the gift via Faith Direct.