The ShulStats Finance Report allows you to view and interpret specific financial data from your ShulCloud Account for the current year. It includes visualizations designed by ShulCloud product experts to highlight the most important financial data in one place, and allows you to export filtered lists into Excel.
You cannot manually change the report within ShulStats. The report is based on the data as it currently exists in your ShulCloud account. If a number or visual seems off, please double-check your data in ShulCloud. Data is refreshed every day at 4am Eastern Time, so the data shown in ShulStats will be from the previous day. Any updates you make in ShulCloud will be displayed in ShulStats the following day.
To access the full ShulStats feature, ensure that your congregation has a subscription for ShulStats. In order to view ShulStats, an admin must have specific ShulStats and view and/or edit administrator permissions.
Main Page
Visual |
Description |
|
1. Total Charges |
Lists the total amount of charges in your system for the current year that fit the specified filters. If there are no filters selected, it is the total amount of charges for the current year in your system. |
| 2. Total Payments | Lists the total amount of payments in your system for the current year that fit the specified filters. If there are no filters selected, it is the total amount of payments for the current year in your system. |
| 3. Charge Type Filter | Filter the visuals on the current page by Charge Type |
| 4. Fiscal Year Filter | Filter the visuals on the current page by Fiscal Year, according to the FY start date you selected in ShulCloud. |
| 5. Charge Closed Filter | Filter the visuals on the current page by whether or not the charge has been closed |
| 6. Payment Method Filter | Filter the visuals on the current page by Payment Method |
| 7. Payment Scheduled Filter | Filter the visuals on the current page by whether or not the payment has been scheduled |
| 8. Charges by Month |
Provides a visual of the total amount of charges by month. The different colors in the bars indicate whether or not a charge is closed. |
| 9. Go to Charge Details Report Button |
After you click on a bar or chart section in a charges visual, you can click the link to see a detailed report of every charge within that category. See below for an overview of the Charge Details report. |
| 10. Charges by Type |
Provides a visual of the total percentage of charges by charge type for the filters selected. |
| 11. Payments by Month |
Provides a visual of the total amount of payments by month. The different colors in the bars indicate whether or not a payment is scheduled. |
| 12. Go to Payment Details Report Button |
After you click on a bar or chart section in a charges visual, you can click the link to see a detailed report of every payment within that category. See below for an overview of the Payment Details report. |
| 13. Payments by Method |
Provides a visual of the total percentage of payments by payment method for the filters selected. |
Charge Details Report
When you click the blue Go to Charge Details Report link, you will see the following page. If the report isn't showing the correct details, make sure that all your filters are clear by clicking the eraser in the right corner of the filter boxes.
Visual |
Description |
|
1. Total Charges |
Lists the total amount of charges in your system that fit the specified filters you selected on the main page. |
| 2. Date Range Filter | Lists all the dates that fit the specified filters you selected on the main page. You can use the filter to select more specific dates. |
| 3. Charge Type Filter | Lists all the charge types that fit the specified filters you selected on the main page. You can use the filter to select more specific charge types. |
| 4. Charge Closed Filter | Lists whether or not charges are closed, based on the specific filters you selected on the main page. You can use the filter to view charges that are open or closed. |
| 5. Report Details |
A report that changes based on the filters you have selected. You can export the report to Excel by following these instructions. The report includes:
|
| 6. Back Arrow |
Click on the button to return to the main report page. |
Payment Details Report
When you click the blue Go to Payment Details Report link, you will see the following page. If the report isn't showing the correct details, make sure that all your filters are clear by clicking the eraser in the right corner of the filter boxes.
Visual |
Description |
|
1. Total Payments |
Lists the total amount of payments in your system for the current year that fit the specified filters you selected on the main page. |
| 2. Date Range Filter | Lists all the dates that fit the specified filters you selected on the main page. You can use the filter to select more specific dates. |
| 3. Payment Method Filter | Lists all the payment methods that fit the specified filters you selected on the main page. You can use the filter to select more specific payment methods. |
| 4. Payment Scheduled Filter | Lists whether or not a payment is scheduled, based on the filters you selected on the main page. You can use the filter to view whether or not payments are scheduled. |
| 5. Report Details |
A report that changes based on the filters you have selected. You can export the report to Excel by following these instructions. The report includes:
|
| 6. Back Arrow |
Click on the button to return to the main report page. |