Overview
The Giving History page lists the families and members who have given gifts or made pledges to funds in your organization. Key elements of the page are identified in the illustration below.
Rolodex Filters
As your list of givers grows, you will find filtering helpful for focusing on a particular type of information. When used together with the column sort function, the rolodex filters let you drill down and see only the records you want to work with.
For example, selecting the W filter and applying it to the Family column lets you view only those records of families whose last name begins with "W". The filter name and column are displayed in the Filter Criteria and Filter Column fields, as shown in the following illustration:
For information on using the filters, see How to Filter Records.
Clear Filter Button
Click to clear the rolodex filter settings.
Toolbar
The toolbar is located under the row of rolodex filters. The toolbar has two controls:
# Records per Page menu
By default, the number of records displayed per page is set to 10. To display more records per page, select one of the other options. To speed up page loading, select a lower value.
Advanced Filter button
Click to display the Advanced Filter setup. The setup lets you specify multiple criteria for a search. For example, you can search for a giver using both the first and last names. For details on using the Advanced Filter, see Using Advanced Filter.
Click to clear the Advanced Filter.
Column Headers
Use the column headers to sort the information in the Givers list by the contents of each column. For details, see How to Sort Records.
You can also modify the layout of the Givers list by moving the columns to different locations. For details, see How to Filter Records.
Donor List
The Donor list is a complete listing of all of the families that have given gifts and made pledges to your church. At a glance, you can see each family's contact information (email address and phone number) and the family's unique ID (Family DUID).
Each name is a link to the family's personal giving records. Click the link to view a summary and details of the family's giving and pledge commitments to your church. For details, see How to View a Donor's Giving History.
Show Menu
The Show Menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number of records, click to display the menu entries. Then, select a value of 25, 50, or 100, as shown below:
To speed up page loading, select a lower value.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
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: takes you directly to the page number. For example, clicking 2 takes you to Page 2 in the grid.
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: takes you one page back from the page you are currently viewing.
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: takes you one page forward from the page you are currently viewing.
Showing # - # (Total Records)
The bottom right corner of the page shows which records in the grid you are currently viewing out of the total number of records across all pages of the grid. Note that the total record count in the view (Showing # - # range) varies depending on the maximum number of records selected for pagination in the Show Menu.
Updated