Giving Report Examples

Production-ready SQL reports you can use immediately for board meetings, giving statements, and ministry decisions.

Query Requirements

Schema Prefix

IMPORTANT: All tables in the Planning Center Giving module live in the planning_center schema. Always prefix table names with planning_center. in your reports. ✅ CORRECT: SELECT * FROM planning_center.giving_donations ❌ INCORRECT: SELECT * FROM giving_donations

Row Level Security (RLS)

Row Level Security automatically scopes results by:

tenant_organization_id – only data from your organization
system_status – active records returned by default

Do not add these filters manually—RLS already enforces them and redundant predicates can hide data or slow execution:

❌ WHERE tenant_organization_id = 1
❌ WHERE system_status = 'active'

Focus your WHERE clauses on giving-specific dimensions (date ranges, refunded status, funds) while RLS manages tenancy and system status.

Executive Dashboard Reports
Donor Giving Statements
Fund Reports
Campaign Reports
Tax and Compliance Reports
Trend Analysis Reports

Executive Dashboard Reports

Monthly Executive Summary

A comprehensive overview for leadership meetings:

-- Executive Monthly Giving Summary
WITH current_month AS (
    SELECT 
        DATE_TRUNC('month', CURRENT_DATE) as month_start,
        DATE_TRUNC('month', CURRENT_DATE) + INTERVAL '1 month' - INTERVAL '1 day' as month_end
),
last_month AS (
    SELECT 
        DATE_TRUNC('month', CURRENT_DATE - INTERVAL '1 month') as month_start,
        DATE_TRUNC('month', CURRENT_DATE) - INTERVAL '1 day' as month_end
),
current_month_stats AS (
    SELECT 
        COUNT(DISTINCT d.donation_id) as donation_count,
        COUNT(DISTINCT dr.relationship_id) as unique_donors,
        SUM(d.amount_cents) / 100.0 as total_amount,
        AVG(d.amount_cents) / 100.0 as avg_donation,
        PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY d.amount_cents) / 100.0 as median_donation
    FROM planning_center.giving_donations d
    LEFT JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    CROSS JOIN current_month cm
    WHERE d.received_at >= cm.month_start
        AND d.received_at <= cm.month_end
        AND d.refunded = false
),
last_month_stats AS (
    SELECT 
        COUNT(DISTINCT d.donation_id) as donation_count,
        COUNT(DISTINCT dr.relationship_id) as unique_donors,
        SUM(d.amount_cents) / 100.0 as total_amount
    FROM planning_center.giving_donations d
    LEFT JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    CROSS JOIN last_month lm
    WHERE d.received_at >= lm.month_start
        AND d.received_at <= lm.month_end
        AND d.refunded = false
),
ytd_stats AS (
    SELECT 
        SUM(amount_cents) / 100.0 as ytd_total,
        COUNT(DISTINCT dr.relationship_id) as ytd_unique_donors
    FROM planning_center.giving_donations d
    LEFT JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    WHERE d.received_at >= DATE_TRUNC('year', CURRENT_DATE)
        AND d.refunded = false
)
SELECT 
    TO_CHAR(CURRENT_DATE, 'Month YYYY') as report_month,
    cms.donation_count as donations_this_month,
    cms.unique_donors as unique_donors_this_month,
    cms.total_amount as total_this_month,
    cms.avg_donation as avg_donation_this_month,
    cms.median_donation as median_donation_this_month,
    ROUND(((cms.total_amount - lms.total_amount) / NULLIF(lms.total_amount, 0)) * 100, 2) as month_over_month_change_pct,
    ROUND(((cms.unique_donors - lms.unique_donors) / NULLIF(lms.unique_donors::numeric, 0)) * 100, 2) as donor_change_pct,
    ytd.ytd_total as year_to_date_total,
    ytd.ytd_unique_donors as year_to_date_unique_donors
FROM current_month_stats cms
CROSS JOIN last_month_stats lms
CROSS JOIN ytd_stats ytd;

Weekly Giving Snapshot

Quick weekly overview for staff meetings:

-- Weekly Giving Snapshot with Comparisons
WITH weeks AS (
    SELECT 
        DATE_TRUNC('week', received_at) as week_start,
        COUNT(*) as donation_count,
        COUNT(DISTINCT dr.relationship_id) as unique_donors,
        SUM(d.amount_cents) / 100.0 as total_amount,
        SUM(CASE WHEN d.payment_method = 'cash' THEN d.amount_cents ELSE 0 END) / 100.0 as cash_total,
        SUM(CASE WHEN d.payment_method = 'check' THEN d.amount_cents ELSE 0 END) / 100.0 as check_total,
        SUM(CASE WHEN d.payment_method IN ('card', 'ach') THEN d.amount_cents ELSE 0 END) / 100.0 as electronic_total
    FROM planning_center.giving_donations d
    LEFT JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    WHERE d.received_at >= CURRENT_DATE - INTERVAL '8 weeks'
        AND d.refunded = false
    GROUP BY DATE_TRUNC('week', received_at)
)
SELECT 
    TO_CHAR(week_start, 'MM/DD/YYYY') as week_beginning,
    donation_count,
    unique_donors,
    total_amount,
    cash_total,
    check_total,
    electronic_total,
    LAG(total_amount, 1) OVER (ORDER BY week_start) as previous_week,
    ROUND(((total_amount - LAG(total_amount, 1) OVER (ORDER BY week_start)) / 
           NULLIF(LAG(total_amount, 1) OVER (ORDER BY week_start), 0)) * 100, 2) as week_over_week_change_pct
FROM weeks
ORDER BY week_start DESC;

Donor Giving Statements

Annual Giving Statement for Individual Donor

Complete giving history for tax purposes:

-- Annual Giving Statement for a Specific Donor
-- Replace 'DONOR_ID_HERE' with actual person_id
WITH donor_info AS (
    SELECT 
        person_id,
        first_name,
        last_name,
        donor_number
    FROM planning_center.giving_people
    WHERE person_id = 'DONOR_ID_HERE'  -- Replace with actual ID
),
donation_details AS (
    SELECT 
        d.donation_id,
        d.received_at,
        d.amount_cents / 100.0 as amount,
        d.payment_method,
        d.payment_check_number,
        d.refunded,
        STRING_AGG(
            f.name || ': $' || (des.amount_cents / 100.0)::text, 
            ', ' 
            ORDER BY des.amount_cents DESC
        ) as fund_breakdown
    FROM planning_center.giving_donations d
    JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    JOIN donor_info di ON dr.relationship_id = di.person_id
    LEFT JOIN planning_center.giving_designation_relationships desr
        ON d.donation_id = desr.designation_id
        AND desr.relationship_type = 'Donation'
    LEFT JOIN planning_center.giving_designations des
        ON desr.relationship_id = des.designation_id
    LEFT JOIN planning_center.giving_funds f
        ON des.fund_id = f.fund_id
    WHERE EXTRACT(YEAR FROM d.received_at) = EXTRACT(YEAR FROM CURRENT_DATE)
    GROUP BY d.donation_id, d.received_at, d.amount_cents, 
             d.payment_method, d.payment_check_number, d.refunded
),
summary AS (
    SELECT 
        COUNT(*) FILTER (WHERE NOT refunded) as total_donations,
        SUM(amount) FILTER (WHERE NOT refunded) as total_given,
        SUM(amount) FILTER (WHERE refunded) as total_refunded
    FROM donation_details
)
SELECT 
    di.first_name || ' ' || di.last_name as donor_name,
    di.donor_number,
    EXTRACT(YEAR FROM CURRENT_DATE) as tax_year,
    dd.received_at as donation_date,
    dd.amount,
    dd.payment_method,
    dd.payment_check_number as check_number,
    dd.fund_breakdown,
    CASE WHEN dd.refunded THEN 'REFUNDED' ELSE '' END as status,
    s.total_donations,
    s.total_given as year_total,
    s.total_refunded as year_refunded,
    s.total_given - COALESCE(s.total_refunded, 0) as net_contributions
FROM donation_details dd
CROSS JOIN donor_info di
CROSS JOIN summary s
ORDER BY dd.received_at;

Quarterly Giving Statements for All Donors

Bulk generation of quarterly statements:

-- Quarterly Giving Statements for All Active Donors
WITH quarter_dates AS (
    SELECT 
        DATE_TRUNC('quarter', CURRENT_DATE) as quarter_start,
        DATE_TRUNC('quarter', CURRENT_DATE) + INTERVAL '3 months' - INTERVAL '1 day' as quarter_end,
        'Q' || EXTRACT(QUARTER FROM CURRENT_DATE) || ' ' || 
        EXTRACT(YEAR FROM CURRENT_DATE) as quarter_label
),
donor_quarterly_summary AS (
    SELECT 
        p.person_id,
        p.first_name,
        p.last_name,
        p.donor_number,
        COUNT(d.donation_id) as donation_count,
        SUM(d.amount_cents) / 100.0 as total_given,
        MIN(d.received_at) as first_donation,
        MAX(d.received_at) as last_donation,
        STRING_AGG(
            DISTINCT f.name,
            ', '
            ORDER BY f.name
        ) as funds_supported
    FROM planning_center.giving_people p
    JOIN planning_center.giving_donation_relationships dr
        ON p.person_id = dr.relationship_id
        AND dr.relationship_type = 'Person'
    JOIN planning_center.giving_donations d
        ON dr.donation_id = d.donation_id
    JOIN planning_center.giving_designation_relationships desr
        ON d.donation_id = desr.designation_id
        AND desr.relationship_type = 'Donation'
    JOIN planning_center.giving_designations des
        ON desr.relationship_id = des.designation_id
    JOIN planning_center.giving_funds f
        ON des.fund_id = f.fund_id
    CROSS JOIN quarter_dates qd
    WHERE d.received_at >= qd.quarter_start
        AND d.received_at <= qd.quarter_end
        AND d.refunded = false
    GROUP BY p.person_id, p.first_name, p.last_name, p.donor_number
)
SELECT 
    qd.quarter_label,
    dqs.donor_number,
    dqs.first_name || ' ' || dqs.last_name as donor_name,
    dqs.donation_count,
    dqs.total_given,
    dqs.funds_supported,
    TO_CHAR(dqs.first_donation, 'MM/DD/YYYY') as first_donation_date,
    TO_CHAR(dqs.last_donation, 'MM/DD/YYYY') as last_donation_date
FROM donor_quarterly_summary dqs
CROSS JOIN quarter_dates qd
ORDER BY dqs.total_given DESC;

Fund Reports

Fund Performance Report

Comprehensive fund analysis with goals:

-- Fund Performance Against Goals
WITH fund_goals AS (
    -- Define your fund goals here (could come from another table)
    SELECT * FROM (VALUES
        ('General Fund', 50000.00),
        ('Building Fund', 25000.00),
        ('Missions', 15000.00)
    ) AS goals(fund_name, monthly_goal)
),
current_month_giving AS (
    SELECT 
        f.fund_id,
        f.name as fund_name,
        COUNT(DISTINCT des.designation_id) as designation_count,
        COUNT(DISTINCT d.donation_id) as donation_count,
        SUM(des.amount_cents) / 100.0 as amount_received
    FROM planning_center.giving_funds f
    LEFT JOIN planning_center.giving_designations des ON f.fund_id = des.fund_id
    LEFT JOIN planning_center.giving_designation_relationships desr
        ON des.designation_id = desr.designation_id
        AND desr.relationship_type = 'Donation'
    LEFT JOIN planning_center.giving_donations d 
        ON desr.relationship_id = d.donation_id
        AND d.received_at >= DATE_TRUNC('month', CURRENT_DATE)
        AND d.received_at < DATE_TRUNC('month', CURRENT_DATE) + INTERVAL '1 month'
        AND d.refunded = false
    GROUP BY f.fund_id, f.name
),
ytd_giving AS (
    SELECT 
        f.fund_id,
        SUM(des.amount_cents) / 100.0 as ytd_amount
    FROM planning_center.giving_funds f
    LEFT JOIN planning_center.giving_designations des ON f.fund_id = des.fund_id
    LEFT JOIN planning_center.giving_designation_relationships desr
        ON des.designation_id = desr.designation_id
        AND desr.relationship_type = 'Donation'
    LEFT JOIN planning_center.giving_donations d 
        ON desr.relationship_id = d.donation_id
        AND d.received_at >= DATE_TRUNC('year', CURRENT_DATE)
        AND d.refunded = false
    GROUP BY f.fund_id
)
SELECT 
    cmg.fund_name,
    COALESCE(cmg.amount_received, 0) as month_to_date,
    COALESCE(fg.monthly_goal, 0) as monthly_goal,
    COALESCE(cmg.amount_received, 0) - COALESCE(fg.monthly_goal, 0) as variance,
    CASE 
        WHEN fg.monthly_goal > 0 THEN 
            ROUND((cmg.amount_received / fg.monthly_goal) * 100, 2)
        ELSE NULL 
    END as percent_of_goal,
    COALESCE(ytd.ytd_amount, 0) as year_to_date,
    COALESCE(fg.monthly_goal * EXTRACT(MONTH FROM CURRENT_DATE), 0) as ytd_goal,
    cmg.donation_count as donations_this_month
FROM current_month_giving cmg
LEFT JOIN fund_goals fg ON cmg.fund_name = fg.fund_name
LEFT JOIN ytd_giving ytd ON cmg.fund_id = ytd.fund_id
ORDER BY COALESCE(cmg.amount_received, 0) DESC;

Restricted vs Unrestricted Funds Report

-- Restricted vs Unrestricted Fund Analysis
WITH fund_categories AS (
    SELECT 
        fund_id,
        name,
        CASE 
            WHEN name ILIKE '%general%' OR is_default = true THEN 'Unrestricted'
            WHEN name ILIKE '%building%' OR name ILIKE '%capital%' THEN 'Capital'
            WHEN name ILIKE '%mission%' OR name ILIKE '%outreach%' THEN 'Missions'
            WHEN name ILIKE '%benevolence%' OR name ILIKE '%compassion%' THEN 'Benevolence'
            ELSE 'Other Restricted'
        END as fund_category
    FROM planning_center.giving_funds
),
monthly_by_category AS (
    SELECT 
        fc.fund_category,
        DATE_TRUNC('month', d.received_at) as month,
        SUM(des.amount_cents) / 100.0 as amount
    FROM fund_categories fc
    JOIN planning_center.giving_designations des ON fc.fund_id = des.fund_id
    JOIN planning_center.giving_designation_relationships desr
        ON des.designation_id = desr.designation_id
        AND desr.relationship_type = 'Donation'
    JOIN planning_center.giving_donations d
        ON desr.relationship_id = d.donation_id
    WHERE d.received_at >= DATE_TRUNC('year', CURRENT_DATE)
        AND d.refunded = false
    GROUP BY fc.fund_category, DATE_TRUNC('month', d.received_at)
)
SELECT 
    TO_CHAR(month, 'Month') as month_name,
    SUM(CASE WHEN fund_category = 'Unrestricted' THEN amount ELSE 0 END) as unrestricted,
    SUM(CASE WHEN fund_category = 'Capital' THEN amount ELSE 0 END) as capital,
    SUM(CASE WHEN fund_category = 'Missions' THEN amount ELSE 0 END) as missions,
    SUM(CASE WHEN fund_category = 'Benevolence' THEN amount ELSE 0 END) as benevolence,
    SUM(CASE WHEN fund_category = 'Other Restricted' THEN amount ELSE 0 END) as other_restricted,
    SUM(amount) as total_month
FROM monthly_by_category
GROUP BY month, TO_CHAR(month, 'Month')
ORDER BY month;

Campaign Reports

Capital Campaign Progress Report

-- Capital Campaign Progress Dashboard
WITH campaign_summary AS (
    SELECT 
        pc.pledge_campaign_id,
        pc.name as campaign_name,
        pc.description,
        pc.goal_cents / 100.0 as campaign_goal,
        pc.pledges_total_cents / 100.0 as total_pledged,
        pc.received_total_cents / 100.0 as total_received,
        pc.created_at as campaign_start,
        pc.ends_at as campaign_end
    FROM planning_center.giving_pledge_campaigns pc
    WHERE pc.name ILIKE '%capital%' OR pc.name ILIKE '%building%'  -- Adjust as needed
),
pledge_details AS (
    SELECT 
        p.pledge_campaign_id,
        COUNT(DISTINCT p.pledge_id) as pledge_count,
        COUNT(DISTINCT pr.relationship_id) as pledger_count,
        AVG(p.amount_cents / 100.0) as avg_pledge,
        MAX(p.amount_cents / 100.0) as largest_pledge,
        PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY p.amount_cents) / 100.0 as median_pledge
    FROM planning_center.giving_pledges p
    JOIN planning_center.giving_pledge_relationships pr
        ON p.pledge_id = pr.pledge_id
        AND pr.relationship_type = 'Person'
    GROUP BY p.pledge_campaign_id
),
recent_activity AS (
    SELECT 
        p.pledge_campaign_id,
        SUM(CASE 
            WHEN p.created_at >= CURRENT_DATE - INTERVAL '30 days' 
            THEN p.amount_cents / 100.0 
            ELSE 0 
        END) as pledges_last_30_days,
        COUNT(CASE 
            WHEN p.created_at >= CURRENT_DATE - INTERVAL '7 days' 
            THEN p.pledge_id 
        END) as new_pledges_this_week
    FROM planning_center.giving_pledges p
    GROUP BY p.pledge_campaign_id
)
SELECT 
    cs.campaign_name,
    cs.campaign_goal,
    cs.total_pledged,
    cs.total_received,
    ROUND((cs.total_pledged / NULLIF(cs.campaign_goal, 0)) * 100, 2) as percent_pledged,
    ROUND((cs.total_received / NULLIF(cs.total_pledged, 0)) * 100, 2) as fulfillment_rate,
    cs.campaign_goal - cs.total_received as remaining_to_goal,
    pd.pledge_count,
    pd.pledger_count,
    pd.avg_pledge,
    pd.median_pledge,
    pd.largest_pledge,
    ra.pledges_last_30_days,
    ra.new_pledges_this_week,
    CASE 
        WHEN cs.campaign_end IS NOT NULL THEN
            cs.campaign_end - CURRENT_DATE
        ELSE NULL
    END as days_remaining
FROM campaign_summary cs
LEFT JOIN pledge_details pd ON cs.pledge_campaign_id = pd.pledge_campaign_id
LEFT JOIN recent_activity ra ON cs.pledge_campaign_id = ra.pledge_campaign_id
ORDER BY cs.campaign_goal DESC;

Tax and Compliance Reports

IRS Form 990 Schedule B Preparation

Donors giving $5,000 or more:

-- Major Donors Report for IRS Form 990
WITH annual_giving AS (
    SELECT 
        p.person_id,
        p.first_name,
        p.last_name,
        p.donor_number,
        SUM(d.amount_cents) / 100.0 as total_given,
        COUNT(d.donation_id) as donation_count,
        MIN(d.received_at) as first_donation,
        MAX(d.received_at) as last_donation
    FROM planning_center.giving_people p
    JOIN planning_center.giving_donation_relationships dr
        ON p.person_id = dr.relationship_id
        AND dr.relationship_type = 'Person'
    JOIN planning_center.giving_donations d
        ON dr.donation_id = d.donation_id
    WHERE EXTRACT(YEAR FROM d.received_at) = EXTRACT(YEAR FROM CURRENT_DATE)
        AND d.refunded = false
    GROUP BY p.person_id, p.first_name, p.last_name, p.donor_number
    HAVING SUM(d.amount_cents) >= 500000  -- $5,000 in cents
)
SELECT 
    ROW_NUMBER() OVER (ORDER BY total_given DESC) as rank,
    donor_number,
    -- For privacy, only show initials in reports
    SUBSTRING(first_name, 1, 1) || '.' || SUBSTRING(last_name, 1, 1) || '.' as donor_initials,
    total_given,
    donation_count,
    TO_CHAR(first_donation, 'MM/DD/YYYY') as first_gift_date,
    TO_CHAR(last_donation, 'MM/DD/YYYY') as last_gift_date,
    ROUND(total_given * 100.0 / SUM(total_given) OVER (), 2) as percent_of_major_gifts
FROM annual_giving
ORDER BY total_given DESC;

Non-Cash Contributions Report

-- Non-Cash Contributions Summary
SELECT 
    DATE_TRUNC('month', received_at) as month,
    COUNT(*) as non_cash_donation_count,
    SUM(amount_cents) / 100.0 as total_non_cash_value,
    STRING_AGG(DISTINCT payment_method, ', ') as contribution_types
FROM planning_center.giving_donations
WHERE payment_method NOT IN ('cash', 'check', 'card', 'ach')
    AND received_at >= DATE_TRUNC('year', CURRENT_DATE)
    AND refunded = false
GROUP BY DATE_TRUNC('month', received_at)
ORDER BY month DESC;

Trend Analysis Reports

13-Month Giving Trend

Shows monthly patterns over the past year:

-- 13-Month Rolling Giving Trend
WITH monthly_stats AS (
    SELECT 
        DATE_TRUNC('month', received_at) as month,
        TO_CHAR(received_at, 'Mon YY') as month_label,
        COUNT(DISTINCT d.donation_id) as donation_count,
        COUNT(DISTINCT dr.relationship_id) as unique_donors,
        SUM(d.amount_cents) / 100.0 as total_amount,
        AVG(d.amount_cents) / 100.0 as avg_donation
    FROM planning_center.giving_donations d
    LEFT JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    WHERE d.received_at >= DATE_TRUNC('month', CURRENT_DATE - INTERVAL '13 months')
        AND d.refunded = false
    GROUP BY DATE_TRUNC('month', received_at), TO_CHAR(received_at, 'Mon YY')
),
with_calculations AS (
    SELECT 
        *,
        LAG(total_amount, 1) OVER (ORDER BY month) as prev_month,
        LAG(total_amount, 12) OVER (ORDER BY month) as same_month_last_year,
        AVG(total_amount) OVER (ORDER BY month ROWS BETWEEN 2 PRECEDING AND CURRENT ROW) as three_month_avg
    FROM monthly_stats
)
SELECT 
    month_label,
    donation_count,
    unique_donors,
    total_amount,
    avg_donation,
    ROUND(((total_amount - prev_month) / NULLIF(prev_month, 0)) * 100, 2) as month_over_month_pct,
    ROUND(((total_amount - same_month_last_year) / NULLIF(same_month_last_year, 0)) * 100, 2) as year_over_year_pct,
    ROUND(three_month_avg, 2) as three_month_rolling_avg
FROM with_calculations
ORDER BY month DESC
LIMIT 13;

Donor Retention Cohort Analysis

-- Donor Retention Cohort Analysis
WITH donor_first_gift AS (
    SELECT 
        dr.relationship_id as person_id,
        DATE_TRUNC('month', MIN(d.received_at)) as cohort_month
    FROM planning_center.giving_donations d
    JOIN planning_center.giving_donation_relationships dr
        ON d.donation_id = dr.donation_id
        AND dr.relationship_type = 'Person'
    WHERE d.refunded = false
    GROUP BY dr.relationship_id
),
donor_activity AS (
    SELECT 
        dfg.person_id,
        dfg.cohort_month,
        DATE_TRUNC('month', d.received_at) as activity_month,
        EXTRACT(YEAR FROM AGE(DATE_TRUNC('month', d.received_at), dfg.cohort_month)) * 12 +
        EXTRACT(MONTH FROM AGE(DATE_TRUNC('month', d.received_at), dfg.cohort_month)) as months_since_first
    FROM donor_first_gift dfg
    JOIN planning_center.giving_donation_relationships dr
        ON dfg.person_id = dr.relationship_id
        AND dr.relationship_type = 'Person'
    JOIN planning_center.giving_donations d
        ON dr.donation_id = d.donation_id
    WHERE d.refunded = false
),
cohort_retention AS (
    SELECT 
        cohort_month,
        COUNT(DISTINCT CASE WHEN months_since_first = 0 THEN person_id END) as month_0,
        COUNT(DISTINCT CASE WHEN months_since_first = 1 THEN person_id END) as month_1,
        COUNT(DISTINCT CASE WHEN months_since_first = 2 THEN person_id END) as month_2,
        COUNT(DISTINCT CASE WHEN months_since_first = 3 THEN person_id END) as month_3,
        COUNT(DISTINCT CASE WHEN months_since_first = 6 THEN person_id END) as month_6,
        COUNT(DISTINCT CASE WHEN months_since_first = 12 THEN person_id END) as month_12
    FROM donor_activity
    WHERE cohort_month >= CURRENT_DATE - INTERVAL '13 months'
    GROUP BY cohort_month
)
SELECT 
    TO_CHAR(cohort_month, 'Mon YYYY') as cohort,
    month_0 as new_donors,
    ROUND(month_1 * 100.0 / NULLIF(month_0, 0), 2) as month_1_retention_pct,
    ROUND(month_2 * 100.0 / NULLIF(month_0, 0), 2) as month_2_retention_pct,
    ROUND(month_3 * 100.0 / NULLIF(month_0, 0), 2) as month_3_retention_pct,
    ROUND(month_6 * 100.0 / NULLIF(month_0, 0), 2) as month_6_retention_pct,
    ROUND(month_12 * 100.0 / NULLIF(month_0, 0), 2) as month_12_retention_pct
FROM cohort_retention
ORDER BY cohort_month DESC;

Export-Ready Reports

CSV Export for Mail Merge

-- Donor List for Mail Merge Export
SELECT 
    p.donor_number,
    p.first_name,
    p.last_name,
    SUM(d.amount_cents) / 100.0 as total_given_ytd,
    MAX(d.received_at) as last_gift_date,
    COUNT(d.donation_id) as gift_count,
    -- Add any address fields if available in your system
    'Thank you for your generous support!' as merge_message
FROM planning_center.giving_people p
JOIN planning_center.giving_donation_relationships dr
    ON p.person_id = dr.relationship_id
    AND dr.relationship_type = 'Person'
JOIN planning_center.giving_donations d
    ON dr.donation_id = d.donation_id
WHERE d.received_at >= DATE_TRUNC('year', CURRENT_DATE)
    AND d.refunded = false
GROUP BY p.person_id, p.donor_number, p.first_name, p.last_name
HAVING SUM(d.amount_cents) > 0
ORDER BY p.last_name, p.first_name;

Reporting examples

Giving Report Examples

Query Requirements

Schema Prefix

Row Level Security (RLS)

Table of Contents

Executive Dashboard Reports

Monthly Executive Summary

Weekly Giving Snapshot

Donor Giving Statements

Annual Giving Statement for Individual Donor

Quarterly Giving Statements for All Donors

Fund Reports

Fund Performance Report

Restricted vs Unrestricted Funds Report

Campaign Reports

Capital Campaign Progress Report

Tax and Compliance Reports

IRS Form 990 Schedule B Preparation

Non-Cash Contributions Report

Trend Analysis Reports

13-Month Giving Trend

Donor Retention Cohort Analysis

Export-Ready Reports

CSV Export for Mail Merge

Report Best Practices

1. Data Privacy

2. Performance Considerations

3. Accuracy Checks

4. Report Scheduling

Next Steps

​Giving Report Examples

​Query Requirements

​Schema Prefix

​Row Level Security (RLS)

​Table of Contents

​Executive Dashboard Reports

​Monthly Executive Summary

​Weekly Giving Snapshot

​Donor Giving Statements

​Annual Giving Statement for Individual Donor

​Quarterly Giving Statements for All Donors

​Fund Reports

​Fund Performance Report

​Restricted vs Unrestricted Funds Report

​Campaign Reports

​Capital Campaign Progress Report

​Tax and Compliance Reports

​IRS Form 990 Schedule B Preparation

​Non-Cash Contributions Report

​Trend Analysis Reports

​13-Month Giving Trend

​Donor Retention Cohort Analysis

​Export-Ready Reports

​CSV Export for Mail Merge

​Report Best Practices

​1. Data Privacy

​2. Performance Considerations

​3. Accuracy Checks

​4. Report Scheduling

​Next Steps

Giving Report Examples

Query Requirements

Schema Prefix

Row Level Security (RLS)

Table of Contents

Executive Dashboard Reports

Monthly Executive Summary

Weekly Giving Snapshot

Donor Giving Statements

Annual Giving Statement for Individual Donor

Quarterly Giving Statements for All Donors

Fund Reports

Fund Performance Report

Restricted vs Unrestricted Funds Report

Campaign Reports

Capital Campaign Progress Report

Tax and Compliance Reports

IRS Form 990 Schedule B Preparation

Non-Cash Contributions Report

Trend Analysis Reports

13-Month Giving Trend

Donor Retention Cohort Analysis

Export-Ready Reports

CSV Export for Mail Merge

Report Best Practices

1. Data Privacy

2. Performance Considerations

3. Accuracy Checks

4. Report Scheduling

Next Steps