How can I see a full list of donors?

This article explains how you can view a full list of your donors within ExpensePlus.

You can find a full list of donors on the Manage Donors screen, in the donations section towards the bottom of the sidebar menu.

ExpensePlus dashboard screenshot highlighting the Manage Donors module in the sidebar menu

The Manage Donors screen has 5 different views:

  • Donor Details (basic donor details)
  • Gift Aid Declarations
  • Communication
  • Engagement
  • Pledges

To edit a donor's details, click on the donor you wish to edit. You can select the different view for each donor, and make edits in each screen as and when required:

ExpensePlus Manage Donors screen

ExpensePLus Donor Details screen highlighting the different views, and the edit icons

To better understand the Manage Donors module, please view the module overview here.

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