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UI Expand
title"Where do I find donor history?"
  1. After logging into Toolbox, open the menu item labeled "MTD Reporting"
  2. Scroll down and select "Donors"
    1. This will pull up a list of your donors. The basic settings are set on "Active" donors but you can select "Suspended" or "Ended" to see other categories of donors.

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  3. Once you have the list of donors up that you'd like to view, you can see overall information about each donor by selecting them individually:

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  1. You can dive in even further by selecting either the Last Recurring or One-Time gift. You'll be able to see the ongoing or one-time gifts from a specific donor with the date on the left and the amount on the right. This is a great way to see if an individual has changed their giving. You can also search on the left by payment type, gift type, and a specific time frame for a specific donor. 
     
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