1. Please create the report with your donors Name, Address, Phone Number and Email address.
  2. Once you have the new report created add your summary fields:
    1. Click the drop down box to switch from Commonly Used Fields and select Summary Fields:
    2. Add the following Summary Fields:
    • One Year Ago Received Minus Non-Deductible Amount
    • Two Year Ago Received Minus Non-Deductible Amount
    • Three Year Ago Received Minus Non-Deductible Amount
    • Four Year Ago Received Minus Non-Deductible Amount
    • Five Year Ago Received Minus Non-Deductible Amount