Viewing Offerings Records for an Individual

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You can view Offerings records in individual profiles. 

If a couple is giving jointly, the Offerings view that is displayed will be for the couple, not just the individual. 

You can set up who has permission to view these records under Roles. 

  1. Click on the individual’s name to open that person’s profile.
  2. Click on the “Offerings” link on the right side of the page to open the Offerings view. Here, you can view the individual’s offerings that have been recorded.
  3. Offerings data can be filtered by date, fund, or type of transaction (cash, check,electronic).
  4. This information can be exported, printed, or saved as a report.

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