Understanding & Downloading Reports In Nucleus Flows

Running, understanding, interpreting, and downloading reports are all key components of any financial administrator at a church. Thankfully, Nucleus provides robust panels with customizable tables to help you run the exact reports you’re looking for, along with quick summaries of stats to give you an overview of what’s in your report.

Note: While we’ll touch on reconciliation (which happens in another area of your Nucleus Dashboard), we’ll specifically be focusing on running transaction reports in Nucleus Flows. That being said, the same principles apply anywhere you see transaction tables in your Dashboard.

To begin, click on the Nucleus logo in the top left corner and select Flows. Click here for a quick link.

In this guide, we'll cover the following topics. Click on any one to jump ahead.

Transactions Throughout The Nucleus Dashboard

If you're utilizing the Payment Step in Nucleus Flows, this also means that you have an active Nucleus Giving subscription and are taking in online donations. In Nucleus Flows, you'll only be managing transactions coming through any Flows that you've added a Payment Step to. All donations given through the GivingFlow will be managed in Nucleus Giving, not in Nucleus Flows.

However, both donations given through the GivingFlow and transactions made through a Payment Step are deposited together in your church's bank account in batch deposits. In the Financial Account section of your Church Settings, you'll find a Transactions Panel which is an aggregate of both donations and payments. If there is a separate person who is responsible for managing your church's financials, you might need to work with them to ensure proper financial records and reconciliation happens.

If you need access to the Financial Account in Church Settings, there is a specific level of admin access called Financial Assistant, so if you don’t need access to things like your Nucleus subscription or to other administrators’ settings, the Financial Assistant is the best admin level of access for you. But if you’re not involved in the reconciliation process, then you may only need access to Flows. Click here for more information on admin access and permission levels.

Run Transaction Reports

There are three areas where you can run reports in Nucleus Flows:

  • All Transactions
  • Per Flow
  • Per Person
All Transactions

To run a report that consists of all transactions taken through any of the Flows you've created, you can do this in your Transactions Panel here. You can filter by all kinds of filters including funds, method of payment, and many others. (More on filtering below.)

Per Flow

While viewing the results of a specific Flow, you can view all transactions that have come through that Flow's Payment Step.

To do this, go to Flows, and in the All Flows tab select the Flow you would like to see Transactions for.

Then choose Results from the side menu.

Per Person

While this area of reporting is likely more helpful and needed for managing donations, you can still view an individual person's profile and see any payments made through your church's Flows.

To run a report for a specific person, click People and find the person in question. Click here for a quick link.

While viewing their profile, you can view both online and offline transactions (offline being any payments made via cash or check, if you allow for that as an option in a Payment Step).

You’ll notice that in all these various areas, you see the same format of tables and options to filter transactions. To learn how to set up your viewing and reporting structure of these tables, read on below.

Set Up Your Viewing & Reporting Structure

Anywhere you see financial data, you’ll be greeted with the same type of transactions table complete with the ability to customize the amount of data you see, and the ability to search and filter to find specific transactions. What’s even cooler is that Nucleus saves your specific layout so the next time you open Nucleus on the same device and browser, you don’t need to reorganize how the data is presented every single time.

Note: Clearing your browser cache or using a private window will reset your selections to default.

Let’s take a look at the Transactions Panel within Flows. To get there, simply go to Flows. Then click on the Transactions tab, click here for a quick link.

Here, you can use the search bar to look for specific names, email addresses, dollar amounts, or even the last four digits of payment methods.

Use the filters to select which type of transactions you wish to view.

Use the date picker to select a certain time period to track down specific transactions.

Use the columns to toggle on/off information in the table, and then rearrange the order the columns appear by clicking and dragging the two lines up/down to your desired spot. The higher the column is on the list, the more left it will appear in the transactions table.

Note: When adjusting each of these, make sure to Apply those changes. (Depending on your screen you may have to scroll down to hit the Apply button.)

Above most transactions tables, you’ll see some transaction stats. This is super helpful to see a summary of the information in the table below. With one button click, you can even choose to Show Additional Stats, which expands the amount of data you see to gain even greater insights.

Lastly, if you need to see specific details about a gift, simply click View on the transaction you want more info on.

Download Reports

Once you’re happy with the columns that you see in a financial table, and you’ve set all the filters (date or other types) so you’re only viewing the transactions you want to see, you can download a transactions report.

To do this, click on Download above the table. You can select to Include All Report Columns or Only Include Currently Selected.

If you want to download every single detail of every donation you see (based on your filters), you can select Include All Report Columns. But if you’re happy with the amount of details you see for each donation, select Only Include Currently Selected.

Then, click the Download button. This will export your chosen financial data into a .csv file on your device, which can be opened by, or imported into, most spreadsheet or financial programs.

Note: To ensure that the correct dates and times appear for each donation, make sure that you have the correct time zone listed in your Church Settings. Otherwise, some donations may appear as being given a day later or earlier than is actually accurate, depending on the time of day they donated to your church. to learn how to adjust your Nucleus account's time zone, click here.

Manage Individual Transaction Records

Above, we briefly mentioned that you can see details of a particular donation by clicking the View button on a donation.

Here, you can also adjust certain details about the donation, such as the fund it was given to, any memo that was added to it, or even assign it to a different person.

To learn more about how to manage and update transaction records, click here.

Transfers (Batch Deposits) & Reconciliation

Nucleus deposits funds to your church’s bank account in batch deposits. We like to call these Transfers because the funds are being transferred to your bank account. Let’s quickly explore where the Transfers Panel is and how to manage it.

Note: You will need to have at least Financial Assistant level admin access in order to view this. If you don’t, you’ll need to request that access be given to you by whoever set up your Nucleus account.

To get there, go to your Church Settings. Then click on Financial Account. You should automatically land on your Transfers Panel, but here’s a quick link just in case.

The Transfers Panel should feel familiar, and also showcases stats specifically regarding your batch deposits.

To learn more about reconciliation and how to manage your Transfers, click here. This guide will speak specifically to reconciling donations on the Nucleus Giving side of things, but the information will be exactly what you need.

What Next?

Now that you’re familiar with transaction tables and how to run transaction reports in Nucleus Flows, you’re becoming a pro! Check out these other guides that will help you continue on your journey:

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