Payment Reports Hub: Your Command Center for Payment Analytics
Churches today do so much more than collect donations. Event registrations, bookstore sales, mission trip fees, tuition payments, and merchandise orders flow through your giving platform every day. Each transaction tells a story—who’s buying, what’s selling, and how your ministry is growing. But without a clear way to see it all, that data can feel scattered across different screens and reports.
Why a Central Hub Matters
The Payment Reports Hub brings every payment-related report into one place. Whether you’re tracking bookstore revenue for a quarterly review, analyzing event registration trends, preparing sales tax filings, or building an executive summary for your leadership team, the hub is your starting point. Instead of hunting through menus or remembering which report lives where, you land on a single page with nine report cards, each clearly labeled and ready to launch with one click.
Real church scenarios make this tangible. A children’s ministry director might use Sales by Product to see which VBS t-shirts sold best and reorder for next year. A finance team member might pull the Sales Tax Report to reconcile state and local tax liability before filing. A pastor might open the Payment Snapshot for a quick year-over-year health check before a staff meeting. And a multi-campus church might filter the Product Sales Report by campus to compare bookstore performance across locations.
From Data to Decisions
Every report in the hub is designed for action. The Payment Snapshot offers an AI-powered executive summary and payer lifecycle analysis. The Product Sales Report and its four variants (Sales by Collection, Product, Order, and Customer) give you flexible views of the same data. The Payment Report delivers fund breakdowns and one-time vs recurring comparisons. The User Payment Report lists everyone who paid in a selected range. And the Sales Tax Report breaks down collected tax by rate and period for filing returns. All reports use your organization’s default timezone for consistent reporting.
In this article, we’ll overview the OnlineGiving.org Payment Reports Hub.
Payment Reports Hub User Guide:
The Payment Reports Hub at /admin/paymentreports is your central access point for all payment analytics. It displays nine report cards in a responsive grid, with a search bar at the top to filter cards by keyword, and per-card date range pickers with preset shortcuts (Last Week, Last Month, Last Quarter, Last Year, Year to Date). Each report opens in a new tab so you can compare multiple reports side by side.
Key Takeaways
- Hub Location: One landing page at Payments → Reports with nine report cards, search filter, and per-report date controls.
- Payment Snapshot: Comprehensive payment health dashboard with year-over-year comparisons, payer lifecycle analysis, payment method distribution, and AI-powered executive summary. Quick links: Current, Last Week, {YYYY} Annual Review.
- Product Sales Reports: Six cards (Product Sales Report plus Sales by Collection, Product, Order, and Customer) with date pickers, View Report buttons, and five presets. Filter by campus, collection, product, SKU, vendor, and fulfillment. CSV/Excel export.
- Payment Report: Executive-ready report with totals, fund and payment source breakdowns, user activity insights, one-time vs recurring comparisons, AI summary, and print/PDF tools.
- User Payment Report: BETA roster of users who paid in the selected range with totals at-a-glance, sortable list (total payments, transaction count, recurring indicator, last activity). Max 365-day range.
- Sales Tax Report: Collected sales tax by tax rate, product, and period for filing state/local returns.
- Search: Type in the search box to filter report cards by keyword in real time.
- Date Presets: Every date-enabled card offers Last Week, Last Month, Last Quarter, Last Year, and YTD.
Table of Contents
- Accessing the Payment Reports Hub
- Understanding the Hub Layout
- Report Cards Overview
- Using Date Range Pickers
- Searching Reports
- Quick Links and Presets
- Multi-Campus Behavior
- Tips
- Frequently Asked Questions
Accessing the Payment Reports Hub
To open the Payment Reports Hub:
- Log in to the control panel.
- In the left navigation, expand “Payments” (or the equivalent section for payment administration).
- Click “Reports”.
- The hub displays at /admin/paymentreports with nine report cards in a responsive grid.
You can also reach the hub from the Payments index page via the Reports dropdown, or from Product Collections and Products pages via quick links to the Payment Reports Hub. Users with Donor Admin or Payments Admin role can access the hub.
Understanding the Hub Layout
Search and Grid Structure
At the top of the hub, a search field lets you filter report cards by keyword. As you type, cards that don’t match are hidden. The grid below displays report cards in a responsive layout: one column on mobile, two on tablet, three on desktop. Each card shows an icon, title, short description, and action buttons or date controls.
Report Card Structure
Report cards fall into two visual styles. Newer reports (Payment Snapshot, Product Sales Report, and the four Sales-by variants) have a teal border and a NEW badge. The Payment Report, User Payment Report, and Sales Tax Report use a standard border. Each card includes:
- An icon (activity, shopping-bag, folder, tag, shopping-cart, user, credit-card, users, or receipt)
- A title and short description
- For date-enabled reports: a date range picker and a primary “View Report” or “Current Snapshot” button
- Quick preset links (Last Week, Last Month, Last Quarter, Last Year, YTD) where applicable
Report Cards Overview
Payment Snapshot
The Payment Snapshot is a comprehensive payment health dashboard. It shows year-over-year comparisons across weekly, monthly, and YTD periods. Features include payer lifecycle analysis (first-time, returning, lapsed), payment method distribution, payment patterns (one-time vs recurring), and an AI-powered executive summary. Use it for leadership briefings, board reports, or a quick health check.
Unlike other reports, the Payment Snapshot uses period-based links rather than a date picker. Click “Current Snapshot” for year-to-date, or use the quick links: Current, Last Week, or {YYYY} Annual Review (prior calendar year).
Product Sales Report
The Product Sales Report lets you view sales by product, collection, and variant with detailed order breakdowns. Filter by campus, collection, product, SKU, vendor, and fulfillment status. Includes CSV and Excel export for supplier reordering and ministry reporting. Use the date picker to select a range, then click “View Report”. Presets: Last Week, Last Month, Last Quarter, Last Year, YTD.
Sales by Collection
Sales by Collection is a pre-configured view of the Product Sales Report grouped by product collection. Revenue is broken down by collection. Products in multiple collections appear under each, so totals may exceed the grand total. Use it to see which collections (e.g., Bookstore, Event Merchandise) perform best.
Sales by Product
Sales by Product provides unit-level product and variant analysis. It shows units sold, orders, average price, and revenue share per SKU. Use it to identify top sellers, plan inventory, or compare variant performance.
Sales by Order
Sales by Order shows a per-order breakdown with item count, order total, and fulfillment status, sorted by most recent. Use it for order-level review, fulfillment tracking, or reconciling specific transactions.
Sales by Customer
Sales by Customer offers customer spending analysis with order frequency, average order value, and revenue share per buyer. Use it to identify your best customers, understand repeat purchase patterns, or plan loyalty initiatives.
Payment Report
The Payment Report is an executive-ready report with totals, fund and payment source breakdowns, user activity insights, and one-time vs recurring comparisons. It includes an AI executive summary and print/PDF tools. Use it for board presentations, finance reviews, or monthly summaries.
User Payment Report
The User Payment Report (BETA) is a roster of users who paid in the selected range. It shows totals at-a-glance and a sortable list with total payments, transaction count, recurring indicator, and last activity. The maximum date range is 365 days. Use it to build follow-up lists, identify high-value payers, or audit payment activity.
Sales Tax Report
The Sales Tax Report displays collected sales tax broken down by tax rate, product, and period. Use it for filing state and local sales tax returns and reconciling tax liability.
Using Date Range Pickers
Most report cards include a date range picker. Click the displayed date range to open the picker. You can:
- Select a preset from the dropdown: Last Week, Last Month, Last Quarter, Last Year, or Year to Date
- Choose custom start and end dates from the calendar
- Click “Apply” to update the range
The selected range updates the primary “View Report” button’s link. Click the button to open the report in a new tab with that date range applied. All dates use your organization’s default timezone (e.g., America/New_York) for consistent reporting.
Last Week is the previous Monday through Sunday. Last Month is the full previous calendar month. Last Quarter is the most recently completed quarter. Last Year is the full previous calendar year. YTD is January 1 of the current year through today.
Searching Reports
Use the search box at the top of the hub to filter report cards by keyword. As you type, cards that don’t contain the search text are hidden. This helps when you have many reports and want to quickly find one. For example, typing “tax” narrows to the Sales Tax Report; typing “customer” or “collection” shows the relevant Sales-by cards. Clear the search box to show all cards again.
Quick Links and Presets
Each date-enabled report card includes quick preset buttons below the primary action. These are one-click links that open the report with a predefined date range:
- Last Week — Previous Monday through Sunday
- Last Month — Full previous calendar month
- Last Quarter — Most recently completed quarter
- Last Year — Full previous calendar year
- YTD — Year to date (January 1 through today)
The Payment Snapshot uses different presets: Current (YTD), Last Week, and {YYYY} Annual Review (prior calendar year). Clicking a preset opens the report in a new tab immediately; no need to use the date picker first.
Multi-Campus Behavior
For churches with multiple campuses, the Product Sales Report and its variants (Sales by Collection, Product, Order, Customer) support campus filtering. The campus selector appears on the report page itself, not on the hub card. When you open the report, you can filter by a specific campus or view all campuses combined. Other reports (Payment Report, User Payment Report, Sales Tax Report) may also support campus filtering depending on your configuration. Check each report’s filter bar for campus options.
Tips
- Use search for speed: If you know the report name, type a few letters in the search box to narrow the grid quickly.
- Presets save time: For common periods like Last Week or Last Month, use the preset buttons instead of the date picker.
- Reports open in new tabs: You can open multiple reports at once to compare data across different views or date ranges.
- Payment Snapshot for leadership: The AI executive summary and year-over-year comparisons make it ideal for board or staff meetings.
- Sales Tax Report for filing: Run it for the exact period you need to file (e.g., quarterly or monthly) and use the breakdown by rate and product.
- User Payment Report range: Remember the 365-day maximum. For longer periods, run multiple reports and combine data if needed.
Frequently Asked Questions
Who can access the Payment Reports Hub?
Users with Donor Admin or Payments Admin role can access the Payment Reports Hub and all nine reports. Other roles do not see the Reports link under Payments.
What is the difference between the Product Sales Report and the four Sales-by cards?
The Product Sales Report is the full report with a View By toggle that lets you switch between Collection, Product, Order, and Customer views. The four Sales-by cards (Sales by Collection, Product, Order, Customer) are shortcuts that open the same report with a specific view pre-selected and locked. Use the main Product Sales Report when you want flexibility; use the Sales-by cards when you always want a particular view.
What does the Payment Snapshot show that the Payment Report doesn’t?
The Payment Snapshot focuses on payment health with payer lifecycle analysis (first-time, returning, lapsed), payment method distribution, and year-over-year comparisons. The Payment Report emphasizes fund and payment source breakdowns, user activity, and one-time vs recurring. Both include AI summaries. Use the Snapshot for strategic health checks; use the Payment Report for detailed fund and source analysis.
Why does the User Payment Report have a 365-day maximum?
The User Payment Report is designed for manageable roster sizes and performance. A 365-day cap keeps the report responsive. For longer historical analysis, use the Payment Report or Product Sales Report, or run multiple User Payment Report periods.
Can I export data from the hub?
The hub itself does not export data. Each report has its own export options. The Product Sales Report and its variants offer CSV and Excel export. The Payment Report and User Payment Report may offer print/PDF or CSV depending on the report. Open the report you need and use its export controls.
Do the date presets use my church’s timezone?
Yes. All date ranges use your organization’s default timezone (configured in Pay Settings or domain settings). This ensures that “Last Week” means Monday through Sunday in your local time, and all period boundaries align with your ministry’s calendar.