Fundraising tab - Donor History sub-tab

You can view a detailed history of a customer's Fundraising activities by clicking the Donor History sub-tab on the Fundraising history tab.

The Donor History sub-tab enables you to select which data is displayed and to drill down on specific donations. You can filter the records shown using the following criteria:

  • Date From through - designates a date range for donation data
  • Amount From through - designates amount of donations
  • Campaigns - designates one or more campaigns
  • Funds - designates one or more funds
  • Distribution/Product/Function - designates one or more distribution/product/or function types
  • Show - designates which types of gifts are shown. Choose from: Outright Gifts, Pledges, Include Pledge Payments
  • Include - designates which of the following are included: Soft Credits, Matching Gifts, In Kind, Completely Written Off Donations
  • Include these source types - designates which of the following donation sources are included: Fundraising, Events, Dues

After you choose your filtering criteria, click Refresh to update the records shown.

From Customers, select Manage customers > Fundraising > Donor History

Filters

You can filter the records shown using the following criteria:

  • Date From through - designates a date range for donation data
  • Amount From through - designates amount of donations
  • Campaigns - designates one or more campaigns
  • Funds - designates one or more funds
  • Distribution/Product/Function - designates one or more distribution/product/or function types
  • Show - designates which types of gifts are shown. Choose from: Outright Gifts, Pledges, Include Pledge Payments
  • Include - designates which of the following are included: Soft Credits, Matching Gifts, In Kind, Completely Written Off Donations
  • Include these source types - designates which of the following donation sources are included: Fundraising, Events, Dues

Note: Filters do not take effect until you click Refresh. The date range determines whether or not a pledge displays. Only pledges dated within the date range will display. Regardless of date range, if a pledge does not appear, click Include Pledge Payments, and then click Refresh, and the total pledge payments for the pledges that are outside the date range are displayed at the bottom of the window.

You can see more details about any donation listed on the Donor History sub-tab by clicking the arrow to the left of the record. This opens the Donor History Detail window.