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How to extract PULSE report and MOVE report data from ChurchTrac

This will guide users of the ChurchTrac software platform in compiling data required to complete a PULSE report or MOVE report.

The PULSE Report takes the "generosity pulse" or your organization by showing aggregate changes in giving to your organization over the last three years. The MOVE Report shows givers who are "making a move," either increasing their giving or decreasing their giving, this year compared to last year and the relative impact of those moves. To generate either report we will need a list of all giving transactions to your organization over a defined time period.

Extracting Data from ChurchTrac

  1. Log in to ChurchTrac
  2. Navigate to Giving/Pledges Screen, then go to Giving Reports.
  3. Set the date range to the last 3 years of giving.
  4. Select “Category Detail by Date” (or similar detailed giving view). Make sure to select the following fields: Member Number, Date, Amount.
  5. Export to CSV. 

Uploading Data to Generis

  1. Fill out this form and upload the file you just downloaded in step 5 above. 
  2. Your Generis consultant will review your data and run a Pulse/Move analysis. When the analysis is complete, he/she will contact you for followup.