How to View a Donor's Giving History

The application uses the information you enter when you save contributions and pledge transactions and creates a history of each donor's annual giving. You can use this information to track a donor's giving patterns and view a summary of his or her giving history. Giving history records are available only to users who have View Giving History access rights assigned to their logins.

Click to display the Giving History page.

As shown in the following illustration, each donor name is a link to his or her personal giving history records.

If you have a lot of records, use the rolodex filters to locate the member or family whose giving history you want to view.
To view a donor's giving history record, click the donor's name link.

The family's total giving profile is displayed. For example:

In the Filter Options section, select filters to narrow down the transactions you want to view:

Funds: to view giving to a specific fund, select the fund from the list. Alternatively, select All to view giving to all funds.
Years: to view annual contributions for a specific year, select the year from the list. Alternatively, select All to view giving for all years.
Tax Deductible: check the box to view tax-deductible contributions only.
Include Member Information: check the box to include family member's giving information.

(Optional) In the Solicitation Information section, enter information unique to the family that relates to your organization's campaign management purposes in the Diocesan Target field.

Only users with the following access rights are allow to enter information in the Diocesan Target field: Family Directory > View and Offering > View > Giving History.

To view the giving history profiles for individual family members, click the name of the family member in the Members list on the left.

Deleted family members appear on the Members list only if they have contributions tied to their records.

Clicking any one of the column headings in the grids changes the sort order of the information. For example in the Contributions grid, you can sort contributions in ascending or descending order by clicking the Date heading. The directional arrow to the right of the heading label indicates the direction of the sort.

If you are an administrator, you may have access to multiple organizations. If so, you can quickly switch between them to view contributions and pledges made to funds by the selected family and its members in the organization you select. To view the family's giving to a different organization, simply select it from the Organization dropdown list in the upper right (see previous illustration).

The dropdown list includes only the organizations you have access rights to. Access rights are determined both by your user role (for example, parish administrator) and by permissions explicitly assigned in your staff record.

How to View a Donor's Giving History

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