Making the most of your Partner Account reporting for Churches and Charities

With a Stewardship Partner Account for Churches and Charities, you can confidently track payments and access reports enabling you to steward your church or charity’s finances well.  By signing in to your account, you can view payments, obtain information on supporters, and gather up-to-date financial information.  Reports can be easily downloaded providing everything you need to reconcile your accounts efficiently.   

Use the ‘Activity’ section to view financial information on the account, select ‘Supporters’ to develop an understanding of your supporters and select ‘Fundraising’ to keep track of any donation and fundraising pages.  

Check out how you can make the most of your Partner Account by familiarising yourself with our tools.

Activity:

Use the ‘Activity’ button on your dashboard to keep track of your Partner Account for Churches and Charities. 

Here you can view four different types of reporting: ‘Payments’, Gifts in, ‘Recent changes’, and ‘Transactions’:

Transactions: 

Use this tab to view gifts by transaction type and date range. The filters conveniently allow selection by type of gift and relevant dates and once selected, a list of transactions can be downloaded ready for use. This function helpfully provides a comprehensive report showing all payments within a selected timeframe, which may be useful when preparing quarterly reports or if you need to access information on gifts made within a specific time period. 

To download a transactions report, sign into your Stewardship account, in the sidebar, or pressat the top on smaller screens, select 'Activity’, then select the ‘Transactions’ tab and use the filters. Once you have made your selection scroll down and select the red button at the bottom to ‘download’.

Recent changes: 

Select this to view recent gift changes. The downward arrow provides extra information on changes made.

To download a recent changes report, sign in to your Partner Account, select ‘Activity’, then select the ‘Recent changes’ tab and use the filter. Once you have made your selection scroll down and select the red button at the bottom to ‘download’.

Payments:

You will receive an email notification when we make a payment to your bank account and this tab will enable you to view details of the payment. You can view payments for a particular ‘Project’ or for ‘General Funds’ and payments can be downloaded into a spreadsheet, providing an easy and simple method of identifying the gift amount and Gift Aid.  This report will help you reconcile your accounts and, by downloading payment reports regularly, you will ensure you keep on top of gifts received. 

To download a payments report, sign in to your Partner Account, select ‘Activity’, then select the ‘Payments’ tab and use the filter to select date range and projects. Once you have made your selection scroll down and select the red button at the bottom to ‘download’.

Gifts In:

Access an easy-to-understand bar graph which illustrates a breakdown of monthly gifts received.  Why not use this graph when preparing a finance update or at your AGM? Simply take a screengrab on your computer and you will have an instant visual breakdown of gifts received.

To download a graph of monthly gifts, sign in to your Partner Account, select ‘Activity’, then select the ‘Gifts in’ tab.

Supporters

Use the ‘Supporters’ tab on the dashboard to gain an overall picture of gifts, regular supporters, and one-off supporters.

Collate information on givers, which can be filtered by projects.  Here you can quickly access givers’ contact information (if the giver hasn’t elected to be anonymous). Handy when updating givers or simply when you need to send a Thank You! 

To download information about your regular givers, sign in to your Partner Account, then the ‘Supporters’ tab and use the filter to select date range and projects. Once you have made your selection scroll down and select the red button at the bottom to download.