Giving management reports
View and filter contributions and pledges, and quickly generate giving statements.
See your church's financials in real time, at any time
Customize each report and save the reports you frequently use. Then share them with your elders or qualified church leaders.
Know at a glance how your church is spending money and where that money came from. View your revenue and expenses on your Income Statement, or Statement of Activities. You can see your Income Statement by fund, and you can add optional tag layers for more detailed church reporting.
See the balances of your asset, liability, and equity accounts on your Balance Sheet, or Statement of Financial Position. You can also view details to see how each balance is split by fund.
Compare your projected budget with your actual income and expenses to see how your church is stewarding its resources. *Not included in Aplos Lite.
Drill down into all of your church transactions by viewing your General Ledger, Journal Entry List, Transaction List, and Transaction List by Fund.
Save time by generating custom financial and donor reports in Aplos.
Start with a built-in report or create a new one from your organization's data.
Move and hide columns on your reports to show only the data you want in the order you want.
Customize the data you show by adding the exact filters you need.
Save your customized report as a new report so you don't have to recreate any of your customizations.
Export your reports to email them directly to the people who need to see them.
Available with Advanced Accounting upgrade only
For those who need more detailed church reporting, Aplos' Advanced Reporting can help.
Compare your projected budget with your actual income and expenses for each of your funds to see how your church is stewarding its finances.
Compare your actual income and expenses against your projected budget for each ministry, location, project, or campaign to see how the different areas of your church align with the budgets that were put in place.
See an Income Statement, Tag Statement, or Transaction List for any tagged income or expense transactions.
View and filter contributions and pledges, and quickly generate giving statements.
View a list of your purposes, such as your general fund or missions fund, and see how much money has been given to each purpose, and how many contributors have given to each purpose. You can also filter contributions by date.
Keep track of pledges people have made to your church. Print or email pledge statements to remind people about the outstanding balance of their pledge. *Not available in Aplos Lite.
Help your pastors, staff, and ministry leaders know your people, build relationships with them, and see how you've connected with them over time.
View and filter church leaders, members, and visitors, and their contact information. Choose from set categories or custom fields that you create. You can save lists or create smart lists that automatically update when someone meets or no longer meets the parameters you set.
See a list of any notes you've added to people's profiles, sorted by date. Keep track of communication, manage important information, and note red flags about volunteers for your church's protection. You decide who can access those notes in the software.
View a list of your communications with your people to know who has been contacted and when. See an entire list, or filter by date or individual.
Manage communications by setting reminders to follow up with your church staff, ministry leaders, members, or visitors. Set reminders about volunteer activity, next steps, membership, and more.
Monitor attendance by providing a secure check-in and check-out system for children's services or programs. Afterward, generate an attendance report to follow up with families who haven't attended for a while.
Foster community in your congregation by holding events. Then monitor event success to see what works and how you can improve in the future.
Easily view who has registered for an event. Filter the list by those who have paid through your registration form or by those who still need to.
Track event activity to see who attended an event and who might need to be followed up with afterward. Create dynamic lists that are always up to date for efficient communication.
Quickly view how much money was received from ticket sales to your event to make sure your event costs are covered.