How to View a Donor's Giving History

 On the Home page, you can open the DM Contributions page by selecting Contributions in the navigation bar menu or by clicking a page link (for example, Today) at the bottom of the Contributions card.

  1. On the Home page, open the DM Contributions page.
  2. The page opens in card view. To switch to grid view, click this button in the upper right: .
  3. Select the donor's name link as shown (in card view) below to open the contribution record.
  4. At the top of the record, click .

The Lifetime Giving window opens to show the donor's giving history data in a chart or line graph.

  1. Use the Years dropdown list to view trends of giving. Select one of the following:
    • 5 years: shows giving data for the past five years.
    • 10 yearsshows giving data for the past 10 years. 
    • All years: shows giving data for all time. 
  2. If desired, switch between graph and table views of the data by clicking these buttons: 
    • : presents a table view of giving data.
    • : presents a graph view of giving data.

© April 9, 2020 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.