Explore: ask your giving ledger a question
Stewardship → Explore answers questions about giving in one sentence: *Show me [a measure] by [one thing] and [another] for [a year]*. Pick the pieces yourself, or take a ready-made question from the library on the right — "Which funds carried the year?", "Are we gaining or losing givers?", "Sunday vs weekday giving" — grouped so the seasonal, year-over-year, and newcomer questions are easy to find. Every number is an honest count or sum from recorded gifts; nothing is projected or scored.
What you can measure and slice
- Measures: total given, gift count, households, average gift, median gift (the "typical" gift — one large donation can't drag it), largest gift, and first-time households (whose first-ever gift lands in that cell).
- Slices: fund, fund type, campaign, month, quarter, fiscal year, gift size, import source (which import or entry recorded the gift), Sunday vs weekday, and giver tenure (first year, 2–5, 6–15, 15+ years of giving).
- Dollar measures show only with the amounts permission; counts and households are there for every stewardship viewer.
Compare to last year
Tick vs last year and each cell also shows the same figure from the prior fiscal year, with the direction of change. A cell with no prior figure reads "new". (The toggle needs a single fiscal year — it hides for "all years" or when a year is already one of your slices.)
Click a number — the grid stays put
Clicking a cell opens a side panel with the households behind that exact number, so you can see *who* without losing the question you asked. Fund, month, quarter, gift-size, and fiscal-year cells open the panel; campaign cells open the campaign's own donor view. A few slices (fund type, import source, Sunday/weekday, tenure) have no household list yet — hover one and the tooltip says so. Page through the panel, or press Open in Givers to carry the same filters into the full Givers workspace for follow-up, exports, and fund filtering. Esc (or ✕) closes it.
Download
Download CSV exports the grid you're looking at. Exports need the export permission and are always logged.
When you want to keep the question
Explore is for asking — you pose a question, read the answer, and move on; nothing here is saved. When a question is one you will ask again every month, build it in The Reports workspace instead: the same giving ledger and the same permissions, but you can name the view, keep it, have it waiting for you when you next open Reports, and print the year-end giving statements from the same place.