Donor & Donation Data Management - Admin

GivePulse’s user database acts as a full-functioning donor management system with the added benefits of including information on other forms of engagement like volunteer hours served, events attended, tickets purchased, and more.

Viewing and Managing Donor Giving History

To view a donor’s total donation history, first navigate to the Users tab from your group dashboard and select "Manage Users."

Use the Configure Layout options to add additional information related to donations and payments. Select the checkbox to add them to your User view and drag and drop to change their order. Don’t forget to click Apply to save your layout changes. 

Terminology Explanation: 

Total Donations

Includes all gifts given through fundraising events on the GivePulse platform. This will include offline donations. 

Total Purchases

Includes all tickets purchased and membership fees paid through ticketed events and membership fees set up through Customize > Users. 

Total Payments 

Includes all donations and payments processed through the GivePulse platform or uploaded as offline gifts or payments. 

Click on the person icon to get a quick view of the user’s personal information.

Click on the user’s name to see their full history, including all donations given, event registrations, memberships, Impacts recorded, and internal notes and documents related to them.

There are also some data visualization tools at the top of the page to help you see a donor’s engagement over time. 

Use the Actions on a user's detail page to export their donation and engagement activity, or print their transcript as a summary for gift officers, board meetings or leadership reports. 

Viewing and Managing Donation Data

Another way to view a donor’s giving history is by going to the Manage Donations under the Giving tab from your group dashboard. 

From Manage Donations, you can filter by donor name, email address, campaign or group donated to, payment method, date, amount and more.

Click View under the Actions dropdown of a gift to view all information for the donation and print a receipt for the donor. 

For questions or assistance using GivePulse's donor data management and reporting tools, contact fundraising@givepulse.com. You can view our refund policy by clicking here: Refunds.