Giving Summary for individuals in webview

In DBV the summaries icon at the top of each constituent record allows us to quickly let a donor know how much they have given during a calendar or fiscal year or to a specific fund for recognition purposes. In web view, we have to export their giving and manually total it. Not practical for when a donor is on the phone asking a very basic and common question.

  • Emily Leary
  • Nov 19 2025
  • Reviewed: Voting Open
Constituents
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  • Lisa Daly commented
    06 Jul 19:10

    This feature also include the ability to run the number of years of giving (not consecutive). Filters can be applied that are not available in the unified view of years of giving. I use the Summary icon as well as the Standard Report--Profiles, Lists, Directories--Constituent Profile to garner this information. I see that this Report is "never moving to web view," and I don't see how I can readily get this information. Please either allow us to apply filters to the number of years of giving on a record AND migrate the profiles into the unified view.

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  • Sunshine Reinken Watson ⭐Community All-Star commented
    26 Feb 16:52

    The flexibility of filtering and reporting via the "Summaries" function on fund, appeal, campaign, and constituent records is sorely missed by those utilizing web view. Developers, please evaluate this functionality in database view when you consider adding it to web view. I would add a screen shot as an attachment here, but it is too robust for a screen shot to capture.

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