Overview
| Setting | Description |
|---|---|
| Activity | Displays the distinct number of years a donor has given |
| Pledged/Planned | A total sum of gifts that have been pledged or planned, but not yet received |
| Soft Credits | Displays credit received for a gift by another person. This is excluded from calculations for personal giving |
| Lifetime Giving | The total number and amount of hard credit gifts |
| Last Gift | Displays the amount and date of the most recently received gift |
| First Gift | Displays the amount and date of the first gift received |
| Giving Past Year | Displays the total sum of gifts in the past 12 months (with date range) |
| Greatest Gift | The largest gift received, including the date |
| Honored By | Total amount and number of gifts given in honor of the record |
| Opportunities | Displays the sum of received gifts, expected gifts, and initial asks associated with a record's opportunities |
| Pending Payments | Displays payments currently in pending status (such as a e-check payment) |
| Recurring Payments | Displays number and amount of recurring payments currently configured |