Overview

Learn how to identify individuals who have not made donations by creating a comparison group of active givers and using advanced search tools.

At a Glance

• Create a group of active givers using the Giving Detail report
• Use Advanced or Query Search to find people not in that group
• Add non-givers to a new group for follow-up or reporting
• Filter further by age, role, or membership status
• Use the tri-dot menu for quick actions like group assignment

Why

Identifying non-givers helps churches engage members, understand giving trends, and plan outreach or stewardship efforts.

Before You Begin

• Estimated Time to Complete: 10–15 minutes
• Required Role/Permissions: Access to Giving Detail report and Group management
• What You’ll Need:
  • A previously created group (or ability to create one)
  • Access to Advanced or Query Search
  • Understanding of your church’s giving and membership structure

Steps

1. Create a Group of Active Givers
   • Navigate to Reports → Giving → Detail
   • Use the filters to select a time range and Group(s)
   • Click Apply to view the filtered results
2. Add These People to a Group
   • Click the tri-dot menu icon
   • Select Add or Remove from Groups
     
      
   • In the dropdown under “Take Action on these People,” choose an existing group or click Add A New Group
   • Name the group (e.g., “Active Givers”)
   • Click GO to add the people to the group
     
3. Find People Not in the Group
   • Go to Advanced Search or Query Search by clicking on the funnel icon at the top
   • In the Not in Groups filter, select the group you just created
   • This will list all individuals who are not in the Active Givers group, i.e., those who have not given
     
4. Add Non-Givers to a New Group (Optional)
   • Use the tri-dot icon again to add these individuals to a new group for tracking or follow-up
     
5. Apply Additional Filters (Optional)
   • Filter by adults, primary & spouse, or membership status to refine your results
      

Important Notes

• Group creation is essential for comparison-based reporting
• Filtering by “Not in Groups” is a powerful way to identify gaps in engagement
• Membership filters can help target outreach more effectively

Troubleshooting

• Group not appearing in search? Make sure it was saved correctly and refresh the page
• No results showing? Double-check your filters and time range
• Can’t add people to group? Ensure you have the correct permissions

FAQ

Q: Can I create a group directly from the Giving Detail report?
A: Yes. Use the tri-dot menu to add filtered individuals to a group.

Q: What’s the difference between Advanced Search and Query Search?
A: Both allow filtering by group membership, but Query Search offers more granular control.

Q: Can I filter by role or age?
A: Yes. Use additional filters like “Primary & Spouse,” “Adults,” or “Membership Status.”