Core Docs - Church Management - View Giving on Person Profile

Rock Version: v20.0
Last Modified: 2026-04-24 11:51 AM

If you're interested in the giving information for a specific person, you can visit their Person Profile page. There is a tab that allows you to view their giving information. This tab is configured to only be accessible by people in the following groups:

Person Profile Giving Overview

Giving Overview information for a person can be viewed on the Contributions tab of the Person Profile page. There's a lot of important information packed into the Giving Overview that lets you see many details of a person's giving habits, and changes to those habits. For instance, you'll want to keep an eye on the Giving By Month chart, to look for bars that are unusually high or unusually low, as these can be good indicators that maybe something has changed in the person's life.

Let's take a look at an example for Ted Decker. As you read through, keep in mind that each of these items is stored as a person attribute, making it easy to access this data in reporting, communications or workflows.

The Giving Characteristics area of the Giving Overview is calculated by the Giving Automation job. The other areas are calculated when the information is accessed.

You might have noticed that we use two different methods to calculate the Typical Gift and Typical Frequency. A lot of time and effort went into ensuring that we use the right calculations the right way. As you continue to read this chapter, you'll find that anything related to a dollar amount (e.g. Typical Gift) uses a median and Interquartile Range (IQR) to show the typical giving amount and the amount by which it varies. On the other hand, anything related to giving frequency (e.g. Typical Frequency) uses mean (average) and standard deviation to provide the typical frequency and the length of time by which it varies.

Calculating Community View

The Community View is based on a typical yearly giving distribution. In the chart pictured below, the orange line represents giving amounts. The largest gifts are assigned to bin 1, while smaller gifts are assigned to bins 2, 3 and 4.

It's important that we not apply judgement to people based on the bins into which they are placed. We don't want to classify people based on their giving. Instead, we just want to recognize that people are in different stages of their giving. For instance, someone in Bin 4 may simply not understand generosity yet or have not yet put trust in God with their finances.

If a person goes from Bin 4 to Bin 3, we often say they've had a change of mind, while going from Bin 3 to Bin 2 is perhaps a change of heart.

If you dive deeply into the numbers, you may find that the placement into bins won't be exactly perfect. It might be off by a percent or two. This is to avoid a scenario where multiple people who gave the same amount are split into different bins. For instance, bin 1 is intended to hold the top 5% of givers but may actually contain 6% of your attendees if many of them have given the same amount or near the same amount.