I use Summary for Gift within the Summary Information quite a bit in the database view, both in queries and specifically in Export, to display totals such as gifts for a specific date range, fiscal year giving total, specific annual campaign total, etc.

Although the Constituent List already includes first, last, greatest, and lifetime giving options, it should also include an option to display Summary Information (Summary for Gift) and include it in the Excel report.

Ultimately, I want to be able to use a query that filters records that meet the criteria, then use a constituent list that contains all the pertinent information to export in an Excel report, like donor names, contact information (address, phone, email), and the variety of totals (see attached screenshot).

I don't currently have a way to achieve this in the RE-NXT web view using the Constituent List.

SummaryofGifts.png

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