View an Individual's Giving History
See a specific contributor's giving history.
- You must have the View Individual Contributions permission to perform this task.
- Locate and open the record you want to update.
- Click the Giving tab on the individual's profile.
- Optional: To view scheduled gifts, click Scheduled.
- Click
.
- For one-time gifts, select a Date Range and a Fund, then click Filter to narrow the list of gifts.
- For scheduled gifts, select a Recurrence Status to narrow the list of gifts.