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.
- On the Home page, open the DM Contributions page.
- The page opens in card view. To switch to grid view, click this button in the upper right:
.
- Select the donor's name link as shown (in card view) below to open the contribution record.
- 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.
- 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 years: shows giving data for the past 10 years.
- All years: shows giving data for all time.
- 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.
Related Topics
About the DM Contributions Page
© April 9, 2020 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.