# Donor Card

## Overview of Donor Card

The **Donor Card** provides a comprehensive view of a donor’s information, transactions, and activity. It also allows you to manage your donor's transactions, reminders and details in one place. This article breaks down the features and functionalities of the donor card.

Click the **donor’s name** (shown as a purple hyperlink) in the Donors list to open the donor card. The donor card can be accessed this way from any page within the DRM.

<figure><img src="/files/xsyCWei12YUswTY2xESm" alt=""><figcaption></figcaption></figure>

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## Totals Filter

#### <mark style="color:$primary;">**Filter**</mark>

The **Filter** button allows you to segment **totals** shown on the donor card, including payments, open pledges, and scheduled cards. You can filter totals based on:

* Reason
* Campaign
* Location
* Collector

<div align="left"><figure><img src="/files/YHMbqMtBq1KhuznVUqbN" alt="" width="375"><figcaption></figcaption></figure></div>

This dynamically updates the [**totals** ](#totals)displayed.

#### <mark style="color:$primary;">**All Time**</mark>

The **All Time** dropdown lets you choose a specific time frame for viewing [**totals**](#totals), making it easier to track activity over days, weeks, months, or custom periods.

<div align="left"><figure><img src="/files/qPN9EAxgIpZXg5T0XvCj" alt="" width="375"><figcaption></figcaption></figure></div>

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## Actions

#### <mark style="color:$primary;">**Generate reports**</mark>

The **Generate Report** button allows you to create detailed statements for this donor. This feature is covered in a separate article. See more information [here](/overview/lists/donors/donor-card/generate-report.md).

<figure><img src="/files/JnchNs4dMtbZR3Jo1uqc" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Edit Donor**</mark>

Clicking **Edit** opens the edit donor card, similar to the create donor card. Here, you can [update ](/overview/lists/donors/update-a-donor.md)any donor information. Once changes are made, click **Save** to update the donor’s record.

<figure><img src="/files/UE81EekSWDXNQa4XJnGH" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Create New Transaction / Reminder**</mark>

You can create a **New Transaction** or **Reminder** by clicking this button:

<figure><img src="/files/l9bAThrpgV4Q0CkCwyyL" alt=""><figcaption></figcaption></figure>

<i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**New Transaction**</mark>

A new transaction created through the donor's card will automatically be associated with that donor and all the donors information will be pre-filled. See [here ](/overview/lists/donors/donor-card/new-transaction.md)for information on how to create a new transaction.

<i class="fa-hand-point-right" style="color:$primary;">:hand-point-right:</i> <mark style="color:$primary;">**Add Reminder**</mark>

This feature allows a user to create a reminder to follow up with a donor for a specific reason. See [here ](/overview/lists/donors/donor-card/add-a-reminder.md)how to create a reminder.&#x20;

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## Totals&#x20;

Get a quick and accurate view of each donor’s total donations.\
The **Totals cards** display cumulative amounts for each transaction type, as listed below:

<figure><img src="/files/qNY8cloTNjOr6DCpX2cx" alt=""><figcaption></figcaption></figure>

Clicking a card opens a window showing all records that make up the total displayed.

Let's explore the different[ totals cards](/overview/lists/donors/donor-card/total-cards.md).

***

## Information Tabs&#x20;

Let's walk through the different information tabs and what they contain:

<figure><img src="/files/rSAcwoZ7L8mZG6OcRpOQ" alt=""><figcaption></figcaption></figure>

{% tabs %}
{% tab title="Donor info" %}
Displays all **basic information** for the donor.
{% endtab %}

{% tab title="Advanced fields" %}
This tab displays additional donor information captured through the [custom fields](/cloud-drm/getting-started/setup-and-configuration/advanced-fields.md#custom-fields-features).
{% endtab %}

{% tab title="Tags" %}
This tab displays all [tags ](/cloud-drm/getting-started/setup-and-configuration/advanced-fields.md#tags-features)linked to this donor.
{% endtab %}

{% tab title="Wallet" %}
This tab provides information about your virtual wallet. For more details, please refer to the full article [here](/overview/lists/donors/donor-card/wallet.md).
{% endtab %}

{% tab title="Locations" %}
This tab displays all the [locations ](/overview/lists/donors/add-a-donor.md#locations-tab)where the donor typically davens.
{% endtab %}

{% tab title="Family tree" %}
The [family tree](/overview/lists/donors/add-a-donor.md#family-tree-tab) displays the donor’s family connections:

* Father, father-in-law, son, son-in-law, etc.
* Clicking any name opens that donor’s card
  {% endtab %}

{% tab title="Logs" %}
In the Logs tab, there are two sections: Statement Logs and Donor Edit Logs.

* **Statement Logs** display when statements or reports were generated via print, email, SMS or mail, along with all relevant details.
* **Donor Edit Logs** record all edits made to a donor, including what was changed and the exact time of the update.

These logs help you track activities, monitor changes, and understand what happened and when.
{% endtab %}

{% tab title="Reminders" %}
Shows all active **reminders** associated with this donor.
{% endtab %}
{% endtabs %}

This structure ensures the donor card is both actionable and easy to navigate, providing a clear picture of the donor’s information, activity, and associated reminders.


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