Using Cloud Reports
To view detailed information about your account activity or contributions to your accounts, select Reports from the green menu bar on the left of the screen.
For more information about Say Thanks,
click here.
Account Activity
Click the Account Activity tile. If you have more than one Office set up for your organization, select it from the "Office" dropdown.
Select a start date under "Donations From:" and select an end date under "To:" Then select the Accounts to include in your report.
Then click "Find" to populate the Subtotals by Account, Subtotals by Donor, and Details section of the report. You can also opt to export your report to a .csv file; select this option if you need donor addresses.
Donor Manager Export and TNT Connect Export apply only to users using missionary management formats for Donor Manager and TNT Connect.
You can also mark donors as having been thanked.
Monthly Contribution Totals
As with the Account Activity report, if you have more than one Office set up for your organization, select it from the "Office" dropdown.
Select a start date under "Donations From:" and select an end date under "To:" Then select the Accounts to include in your report. Then click "Run."
This report can also be exported. Use the dropdown to select for export format and click "Export."
Related Articles
How to Use the Donation Digest Report
The Donation Digest allows you to automatically receive your Account Activity and Monthly Contribution Total reports via email. To set this up, go to your account profile in Silent Partner Cloud and select "My Account." Scroll down until you see ...Setting up and editing PAC or Monthly donors
A PAC (or pre-authorized cheque) donation is one that is automatically debited from a donor's bank account each month. A donor can have multiple PAC or monthly donations simultaneously. To create a new PAC donation: Click the "Enter donations" button ...Giving by Donor Report
This report focuses on the donor and what the donor has given. The summary report lists the donor’s name, number of gifts and total dollar amounts of the gifts given. The detailed report lists each gift by donor, including the batch ...Annual Overview Report-Desktop Report
From your Green Screen, please select Reports > Additional analytical reports > Annual overview In the Donor Activity Summary for Calendar Year (20xx) window, choose either Calendar year or Fiscal Year. In the Year to Summarize field enter the year ...Batch Report - Giving by Batch
Scenario 1: If it is only one batch per bank deposit then the easiest thing to use is the Batch Report. This is the same thing that gets printed out when you post a batch. You can print additional copies by going to the donation entry screen and ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.