Note: The total gift amount exported from the Export module does not subtract write-offs from the totals unless Use gift balance instead of gift amount is marked on the Gift Types tab of the Gifts Criteria screen. As a result, totals exported from the Export module may not match the totals on the Results tab of a query. The Total Gift Amount in query automatically subtracts write-offs from pledge amounts.

 

Create a constituent export (recommended):

  1. Create a constituent or a gift export.
     
  2. In a constituent export, select Summary Information, Gifts, Total Gift Amount. In a gift export, select Constituent, Summary Information, Gifts, Total Gift Amount. The Gifts Criteria screen appears.
     
  3. Select the appropriate filters on the Gifts Criteria screen to indicate which gifts should be included toward the total gift amount. Click OK.
     
  4. To select multiple total amount fields, highlight Summary Information in the output and then select Total Amount again. You are prompted with a new Gifts Criteria screen. This is useful when you want to export the total amount for multiple groups of gifts. For more information, refer to How to export the same field multiple times using separate parameters.
     

OR 

Create a gift export to export each gift in a separate row: 

     

     

    • Create a gift export.
       
    • On the Output tab, select Constituent, Summary Information, Gifts, Total Gift Amount.
       
    • Select the parameters for the Summary field.
       
    • To increase or decrease the total amount that exports, highlight the Total Amount field, click the Format button, and select Increase, Decrease, or Neither.
       
    • To select multiple total amount fields, highlight Summary Information in the output and then select Total Amount again. You are prompted with a new Gifts Criteria screen. This is useful when you want to export the total amount for multiple groups of gifts. For more information, refer to How to export the same field multiple times using separate parameters.
       

      Note: A gift export exports a row for each gift that meets the criteria, even if it is a Summary Information field. To get around the multiple rows, create a constituent export instead.