Welcome to Solomon!

Enter the Access Code below

Access code is invalid

Solomon Logo

For assistance, problems or questions, please email us.

solomon@reliant.org

Versions Compared

Old Version 11

changes.mady.by.user Mike Swann

Saved on

compared with

New Version 12

changes.mady.by.user Mike Swann

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

UI Expand
title"Where do I find an individual donor's history?"


UI Steps
UI Step

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

UI Step

Scroll down and select "Donors".  This This will pull up a list of your donors. The basic settings are set on "Active" donors, but you can select "Suspended," "Ended," or "EndedAll" to see other categories of donors.


UI Step

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


UI Step

You can dive in further by clicking on the date of the Last Recurring or Last One-Time gift. This will show you all the ongoing 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. 


UI Step

Within that individual donor's data, you can also search filter on the left by Payment Method (Direct Debit, Credit Card, Check), gift type (Recurring or One-Time), and filter for a specific time frame.

 Image Removed

 

 

to understand your partner's giving tendencies, look for special gifts, or to understand better which payment methods the donor uses.


 Image Added

 

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. 
 

Image Removed



UI Expand
title"Where is the Datasync file now located?"
  1. After logging into Toolbox, open the menu item labeled "MTD Reporting"
  2. Scroll down and select "Datasync".
  3. This will pull up the page where you can download your own personal datasync file to use with different Database platforms
    1. Here is a Solomon page that talks about how to use this file with different systems. 



...