Page History
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MTD Reporting | How to Use | Visual |
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Dashboard | This is where more missionaries visit most often on Toolbox. See the table below for more details about each section! | |
Received Gifts | This section is where you can see all received giftsthe gifts that have actually come into the account you are responsible for. Using the filters found on this page, you can view which donors have given by debit card, credit card, or by check (or if you want to see all received gifts, select all). You can also filter by gift type (recurring or one time) Lastly, if you'd like to see the gifts received within a certain time frame, you can set those parameters. | |
Promised Gifts | This section allows you to see all the promised gifts that have been set up. There are a few different ways you can filter these gifts: Promise status:
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Donors | In this section, missionaries will be able to view their donors as well as their donor information. The donors can be filtered by active, suspended and ended. As a reminder: Donor status:
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