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:

  1. Start Date
  2. End Date
  3. **click Use NSS** link to change to the closet NSS date range
  4. Command
  5. Unit
  6. Funds (you select the specific fund types you want to include/exclude)


View/Email Options:  This report allows you to:

  1. View the Report on the Screen
  2. 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:

1. Name

2. Detailed Gift Information, by Fund Type


If you clicked YES at the prompt:

1. Name

2. Summarized Gift Information, by Fund Type

If the report you run shows data, right-click anywhere on the report for additional options.