How to View a Donor's Giving History (Pledges)

This topic shows you how to view a donor's giving history from the Pledges page. You can also access this information from the Contributions page (for instructions, go to How to View a Donor's Giving History (Contributions) and from the Batches page (for instructions, go to How to View a Donor's Giving History (Batches).

PermissionsPermissions

To view a donor's giving history, you must have Offering > Giving History permissions tied to your login credentials. This permission is set in the Administration module on the ParishSOFT Modules tab in the staff user's record. Access to the Administration module is restricted to organization administrators only.

Open the Pledges page.
Select the donor's name link below to open the pledge record.
Click .

The Lifetime Giving window opens to show the donor's giving history data in a chart or line graph.

The graph includes historical pledge and contribution data.
- To view pledge data only, click this button above the graph: .
- To view pledge data only, lick this button above the graph: .
Use the Years dropdown list to view trends of giving for a specific time period. 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.
To exit the Lifetime Giving window and return to the pledge record, click .