N
Stewardship Nsites
Complete
Change portal appearance

Reporting

Financial and member intelligence

Module · Live

Reporting

Secure onboarding documents, dashboards, Member Detail, Category Views, Statements, Executive Reports, and Comparative Financials.

https://stewardshipnsitesonboarding.nsites.tech

Open module (opens in a new tab with the Purple & White appearance)
Dashboard

Giving, revenue, expense, and fund health at a glance.

Member Detail

Household and member giving history and trends.

Category Views

Spending and revenue by account, fund, and ministry.

Statements

Income statements, balance sheets, and contribution statements.

Executive Reports

Board-ready summaries and stewardship insights.

Comparative Financials

Multi-year, budget-vs-actual comparisons.

Reporting data request room

QR Code Onboarding
Home
Preview: this is exactly what a church sees when it opens its Reporting link after signing up through the QR code. You can try the fields here; nothing is saved.
  • Income statements / P&Ls

    Current year-to-date plus each of the last three full years — upload one for each period below.

    Powers: Dashboard · Statements · Comparative Financials

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year
  • Balance sheets

    Current year-to-date plus each of the last three year-ends — upload one for each period below.

    Powers: Statements · Comparative Financials

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year
  • Transaction-detail reports

    General ledger or transaction detail exports for the same periods.

    Powers: Category Views · Executive Reports

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year
  • Bank statements

    Monthly statements (PDF) for the same periods. Never send online-banking passwords.

    Powers: Dashboard · Statements

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year
  • Investment statements

    Endowment, reserve, or brokerage statements for the same periods.

    Powers: Statements · Executive Reports

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year
  • Current year budget

    Board-approved budget for the current year.

    Powers: Dashboard · Comparative Financials

    UploadMark unavailable
  • Prior year budget

    Board-approved budget for the prior year.

    Powers: Comparative Financials

    UploadMark unavailable
  • Chart of accounts / fund list

    Account and fund structure, including restricted funds.

    Powers: Category Views

    UploadMark unavailable
  • Membership roster (most recent)

    Your most recent member list (CSV or Excel preferred).

    Powers: Member Detail

    UploadMark unavailable
  • Member giving data

    Contribution detail by giver for the current year-to-date plus each of the last three full years.

    Powers: Member Detail · Executive Reports

    Mark unavailable
    • 2026 year-to-date (Jan–Sep)Upload 2026 year-to-date (Jan–Sep)
    • 2025 full yearUpload 2025 full year
    • 2024 full yearUpload 2024 full year
    • 2023 full yearUpload 2023 full year