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