| 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 |
