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How to extract PULSE report and MOVE report data from Planning Center

This will guide users of the Planning Center 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.

The process must be completed by a user with "Bookkeeper" or higher permissions in the Giving module and "Viewer" or higher permissions in the People module. 

Extracting Data from Planning Center

  1. Log in to Planning Center.
  2. Go to the Giving Module.
  3. In the left menu, click Donations. By default, it will show the most recent donations.
  4. At the top, use the Filters (date range, funds, campuses, payment source, etc.) to narrow it down to the last 3 years of giving.
  5. In the upper-right corner, click the "Export" button. Make sure to select the following fields: Person ID, Amount, Date.
  6. The CSV file will download to your computer.

Uploading Data to Generis

  1. Fill out this form and upload the file you just downloaded in step 6 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.