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MTD ReportingHow to UseVisual
DashboardThis is where more missionaries employees 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 the 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:

  • All - View all promised giving
  • Active - View promised giving that is currently active
  • Suspended - View promised giving that is currently on hold due to the last month's gift not being actualized (usually a credit card issue)
  • Ended- View promised gifts that have been terminated or canceled.


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:

  • All - View all donors
  • Active - View all donors that are currently giving
  • Suspended - View donors who have suspended gifts 
  • Ended- View donors who have ended their giving or who's giving had an end date so their giving was completed. 

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