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UI Expand
title"Where do I find donor history?"


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After logging into Toolbox, open the menu item labeled "MTD Reporting" on the left.

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Scroll down and select "Donors"

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. 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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To see an individual donor's overall giving data, click on the caret next to their name:


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You can dive in further by clicking on the date of the Last Recurring or Last One-Time gift. This will show you the ongoing or and 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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Within that individual donor's data, you can also search on the left by Payment Method (Direct Debit, Credit Card, Check), gift type (Recurring or One-Time), and filter for a specific time frame.


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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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