Stewardship Giver History
Purpose: This report provides a complete gift history for all givers within the date range selected.
Management Use: Use this report to see a full giving picture for individuals and households.
Parameter/Filters: This report allows you to filter by:
- Start Date
- End Date
- **click Use NSS** link to change to the closet NSS date range
- Funds (you select the specific fund types you want to include/exclude)
View/Email Options: This report allows you to:
- View the Report on the Screen
- Email the Report to yourself or others
If you are at a Corps, you'll only have access to your Corps information.
Before you can get to the report, the system will provide a pop-up question for you to answer: Would you like to include the details of each gift in this report? Clicking NO will summarize each givers gift by fund
- Click NO to get summarized data
- Click YES to get detailed data
Output Fields: This report provides the user with a report that includes the following information:
If you clicked NO at the prompt:
2. Detailed Gift Information, by Fund Type
If you clicked YES at the prompt:
2. Summarized Gift Information, by Fund Type
If the report you run shows data, right-click anywhere on the report for additional options.