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View and Print an Individual's Giving History

See a specific contributor's giving history.

  • You must have the View Individual Contributions permission to perform this task. See Responsibilities for more information.
  1. Locate and open the record you want to update.
  2. Click the Giving tab on the individual's profile.
    1. Optional: To view scheduled gifts, click Scheduled.
  3. Click the filter icon.
    1. For one-time gifts, select a Date Range and a Fund, then click Filter to update the list of gifts.
      Tip: Year to Date is the default date range for giving history. In January, for example, there isn't much to see. Select a new date range that includes the list of gifts from the previous year.
    2. For scheduled gifts, select a Recurrence Status to narrow the list of gifts.
  4. To print a report, click the printer icon.
  5. Enter a comment.
  6. Click Print.
    The report will be downloaded as a .pdf file you can open and print from your browser.