Understanding the Customer History Report

The Customer History Report is an essential tool for tracking all donations made by a specific customer. It provides a detailed record of every transaction associated with a customer's unique identity.

Why It's Useful and Common Reasons to Use It

This report is designed to give you a complete view of a donor's giving history, which is crucial for building and maintaining strong donor relationships. Here are some common reasons to use it:

• Donor Support: Quickly view giving history when a donor calls with a question.
• Customer History: Research a customer's first gift to you.
• Relationship Building: Understand a donor's giving patterns (e.g., favorite campaigns, donation frequency) to better tailor your communication.
• Auditing: Review a complete list of transactions for a specific customer for accounting or auditing purposes.

How to Use the Report

To use the report, you can search for a specific customer or pull a broad report for all customers.

Search Fields

You can use any combination of the following fields to narrow your search:

• Customer Name: Any combination of the donor's first and last name.
• Customer Email: The email address used for the donation.
  • Note: Each unique email address is considered a separate customer. If a person uses multiple email addresses, they will appear as separate entries in the report.
  • If you wish to consolidate customer records, you can edit transaction records to contain the email you wish to use for the customer.
• Start Date: The earliest date you want to include in your search.
• End Date: The latest date you want to include in your search.

Viewing All Customers

To view all customers and all their transactions, simply leave all search fields blank and click the Search button.

Understanding the Results

The results are displayed in a table, with transactions grouped by customer.

• Customer Grouping: Each customer (defined by their unique email address, name, and email) has their own collapsible section.
• Transaction Details: Each row within a customer's group shows the Date, Amount, Campaign Name, and Transaction ID for a single donation.
• Collapsing Rows: To quickly scan the report, you can collapse groups of transactions.
• Exporting Data: When you are ready to export the data, be sure to uncollapse all rows to ensure every transaction is included in the exported file.