View Someone's Giving History

In the People directory, we'll search for Robert and open his profile — at the top you'll see tabs; click Giving. Their giving summary is right at the top — year-to-date, lifetime, and how many gifts. Add new records a gift right from here, and View statement pulls up their full statement — both belong to the Finances module. Every individual gift is listed below — which fund, how it came in, how much. Filter by year, method, or frequency if you're looking for something specific. This tab only shows for people with giving permissions — it's sensitive data.