Current customers: Documentation

Category: reports

May 24, 2018 contributions by

Donor Total Summary Export

This report has been in TouchPoint for a long time, but you may not have ever noticed it. This is an Excel export that compares ...
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May 9, 2018 contributions by

Alternative Donor Details Export

The normal Donor Details export contains a lot of information – all the ‘details’ about the contributions for individuals for a date range. This alternative ...
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May 7, 2018 SQL Recipes by

Giving Change Quarters Report

This new report is a SQL recipe that you can run from the Totals by Fund Report page. It is designed to allow you to ...
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May 1, 2018 contributions by

New Monthly Giving Analysis Report

We just completed this new Monthly Giving Analysis Report, which is a SQL recipe, so you can easily add it to your database if you ...
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April 11, 2018 Admin Feature by

New – Custom Fund Sets for Finance Reports

All of you finance users will be interested in this feature if you have ever wanted to see financial reports for just one Fund or ...
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March 13, 2018 Admin Feature by

Absents Report – New SQL Recipe

Thank you to our friends at Hunter Street Baptist Church in Alabama for sponsoring this new report. As with our other ‘recipes’, these reports are ...
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February 14, 2018 Admin Feature by

First Time Givers in 365 Days

NOTE: I updated the bad link below. We have a new SQL recipe for a report that returns all donors whose first gift to the ...
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February 12, 2018 Admin Feature by

Giving Reports for Three or Five Years

We have 2 Python scripts that are great for comparing individuals’ giving over a number of years. These scripts are the same except that one ...
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February 7, 2018 Admin Feature by

Contribution Basics Report

Even though I do not have a really good use case for this report, I still wanted to let you know that it is available. ...
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February 6, 2018 contributions by

Recipe Revision – Added Bundle Type to Bundle Report

One of our client churches asked about us revising the script for the Bundle Report to include the Bundle Type in the header of this ...
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February 5, 2018 Admin Feature by

Revision to Average Attendance for Organizations

We blogged about this SQL recipe last year, but we recently made a change to the recipe. It now includes the Program and Division in ...
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January 31, 2018 Admin Feature by

New Python Script: Morning Worship Graph

This Python script will display a line graph based on the meetings in a specified Program. This is a recipe, so you just copy the ...
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January 22, 2018 Admin Feature by

Custom Transaction Report – Recipe

NOTE: Since I posted this on Jan. 18.2018, we have added a 2nd Transaction Report: the original one that uses Contribution/Transaction Dates and a 2nd ...
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January 2, 2018 new features by

Custom Reports – Spouse Alt Name Added

This is a small change, but very important to Chinese churches and other churches that use the Alt Name field. We added the Spouse Alt Name ...
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December 11, 2017 Admin Feature by

New Bundle Report Option – Python Script

Some of you may be using the original Bundle Report that gives you a breakdown by Cash, Check, Coin and then displays the details also ...
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November 15, 2017 Organizations by

Class Lists – 2 New SQL Recipes

These 2 scripts are designed to be run from Organization > Search as a Custom Report after you filter for a list of orgs by Program ...
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November 8, 2017 contributions by

Another Recipe for Top Givers

We already have a recipe to give you a list of the top donors, but this one is a bit different. This report allows you ...
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November 2, 2017 Admin Feature by

Recent Visitors to a Division-SQL Recipe

TouchPoint is all about ministry to people. So, when we add reports it is usually to help you do your ministry better. This report falls ...
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October 30, 2017 Admin Feature by

SQL Script: Last Donation and Last Attendance

This SQL recipe will result in a report that will display everyone in the database that has either made a donation or attended something in ...
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October 26, 2017 Admin Feature by

Member Type in Organization SQL Script

We created this script to make it easy for a church leader to find which classes have (and do not have) specific Member Types within ...
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