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 |
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