Here are three ways to report on constituents' total giving per fiscal year:

Run a Gift Summary for the constituent:

  1. Open any constituent record.
  2. Select View, Summaries, Gift Summary from the menu bar.
  3. On the General tab in the Year to use drop-down, select Fiscal Year.
  4. Click Finish.

Note: The Fiscal Year must be set up in Configuration.

OR

Print a Constituent Profile including the Gift Summary:

  1. Open any constituent record.
  2. Select View, Summaries, Gift Summary from the menu bar.
  3. On the General tab in the Year to use drop-down, select Fiscal Year.
  4. Click Finish.
  5. In Reports, select Profiles, Lists, and Directories, and double-click Constituent Profile.
  6. On the Profile Contents tab, mark the Gift Summary checkbox.

OR

Export the information:

Create a constituent export including total amount. Export total amount once for each fiscal year and define the date range for each fiscal year on the Gift Criteria screen.