Fund Contributor Detail
The Fund Contributor Detail page (/finance/fund/{id}/contributors) lists every family that pledged or made payments to a specific donation fund in a given fiscal year. It is the drill-down view from the Pledge Dashboard.
Finance permissions are required to access this page. See Users for details.
Getting there​
- Go to Finance → Pledge Dashboard (or navigate to
/finance/pledge/dashboard). - In the Fund Summary table, click the name of any fund in the Fund column.
ChurchCRM opens the Fund Contributor Detail page for that fund, pre-filtered to the same fiscal year that was active on the dashboard.
Fiscal Year Filter​
At the top of the page, a Fiscal Year drop-down lists every year that has pledge or payment data. Select a year to reload the page and update all stats and the contributor table.
The current fiscal year is shown below the selector for quick reference.
Two buttons appear in the top-right corner:
- Back to Pledge Dashboard — returns to the dashboard, preserving the selected fiscal year.
- Manage Funds — opens the Donation Fund editor (visible to administrators only).
Stats Cards​
Four summary cards appear beneath the fiscal year selector:
| Card | Description |
|---|---|
| Total Pledged | Sum of all pledged amounts across all contributors for this fund and fiscal year |
| Total Paid | Sum of all payments received; shown with a percentage of the total pledged (or "Payments only" when no pledge exists) |
| Remaining | Total Pledged minus Total Paid |
| Contributors | Count of families with at least one pledge or payment for this fund |
Contributor Table​
The Contributors table lists one row per family. It supports sorting, searching, and pagination.
| Column | Description |
|---|---|
| Family Name | Linked to the family record; click to open the family page |
| Envelope | Giving-envelope number (visible only when donation envelopes are enabled in system settings) |
| Pledged Amount | The amount the family committed to give; shown as a dash (—) for payment-only rows |
| Payments | Total payments received from this family for this fund and fiscal year |
| Remaining | Pledged Amount minus Payments; shown as a dash (—) for payment-only rows; colour-coded by payment status (see below) |
| % Paid | Payments as a percentage of the pledged amount; colour-coded by payment status |
| Actions | Opens the pledge or payment detail record (see Viewing pledge details below) |
Payment status colours​
The Remaining and % Paid columns are colour-coded to highlight each family's payment progress:
| Colour | Meaning |
|---|---|
| 🟢 Green | Pledge fully met (100 % paid) or payment-only record |
| 🔵 Blue | On track (75–99 % paid) |
| 🟡 Yellow | Behind (50–74 % paid) |
| 🔴 Red | Critical (less than 50 % paid) |
Sorting and searching​
Click any column header to sort the table. Use the search box (top-right of the table) to filter by family name, amounts, or any other column value.
Exporting​
The table toolbar includes CSV and Print buttons for offline analysis or inclusion in reports.
Viewing pledge or payment details​
Each row's Actions column contains a menu button (â‹®). Click it and choose:
- View Pledge — opens the full pledge detail page for this family and fund
- View Payment — opens the payment detail page (shown instead of "View Pledge" for payment-only rows)
The detail page shows all individual pledge or payment line items and links to the family record.
If no pledge or payment record exists for a row, the Actions column shows N/A.
Related pages​
- Pledge Dashboard — fund summary and family pledge overview
- Finances — entering pledges, payments, and deposits
- Fundraiser — managing donation funds