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Reviewing donation history

Each donor record starts with a summary page which includes a list of donations for that person.

There are two places from where records for a specific donor can be accessed:

  • the green button marked ‘donation history’, towards the foot of the donor record
  • the green link to the right of each donor record on the donors list.

Either link takes you to a donations list. Enter dates if you are interested in a specific period, or ‘show all’ for a list of all donations from that donor.

Records can be deleted from this list. Editing should be done from the list on the ‘individual donations’ page.

As with all lists on Fund Filer, this can be exported as a spreadsheet.