Reports & insights

Insights → Summary adds up what came in for any period and splits it by campaign, reason, payment type, collector, source, location or month — with the number of payments and donors.

Show a bar chart and table of what came in each month — useful for spotting slow months and comparing seasons.

Bookkeepers often need totals per payment type for a month. Here are two ways to get them.

Put together the numbers a board asks for: raised so far, pledged and still owed, top givers, and what the campaign cost.

Make any list you need — gifts, commitments or people — with your own columns and filters, and total it up by month, campaign, fund, payment type, person or city.

Save a report and Yahiv emails it to the people you choose every week or every month — for example the treasurer or the board.

Get Yahiv numbers into Excel — from any list (Excel file), from the Report builder (CSV), or a full download of People.

Every list in Yahiv — people, gifts, commitments, recurring gifts, campaigns, fundraisers, designations — can be downloaded exactly as you see it.

See who gave the most this year (or any dates), from largest to smallest, ready to download.

A list of open commitments with what was pledged, paid and still owed — for following up or for the treasurer.

LYBUNT means "gave Last Year But Unfortunately Not This year". SYBUNT means "gave Some Year But Unfortunately Not This year". Here is how to find them and what to do next.

One line per donor with the date and amount of their most recent gift, how many gifts and their lifetime total.

Every Sunday morning, Owners and Admins get a one-page email: what came in this week, new pledges and people, the largest gifts, and what needs attention.

A plain-language checkup of your organization: old pledges, expiring cards, declined gifts, donors slipping away, bounced emails, Zelle and checks waiting — each marked Fine, Keep an eye on it, or Needs doing.

See what's expected to come in each month — recurring gifts, membership dues and pledges by their due date — next to last year's actual giving.

Many employers match their workers' donations. Yahiv spots likely matches from where people work, reminds you to ask, and tracks each match until the money arrives.

Make a private calendar link so your tasks, yahrzeits, simchas, events, pledge due dates and grant deadlines show up in your own calendar and stay up to date.

Send every new gift, pledge or person to another app automatically — a Google Sheet, Mailchimp, Slack — through Zapier, Make or your own server.