Try each of the following steps in order until the issue is resolved:

  1. Check the soft credit options, on the General tab. If crediting to the soft credit recipient, check to see how the gift is being shown in the report. 
  2. Ensure that each gift type appears only once on the Gift Types tab, as including the gift type more than once will double count the gift in the totals 
  3. On the Gift Types tab, mark the Use gift balance instead of gift amount checkbox
  4. On the Gift Types tab, mark the Calculate gift balance based on date range, campaign, fund and appeal checkbox
  5. Check the gift record via the Records page to ensure it was entered correctly
If gifts or Constituents are missing from the report, review Constituents or gifts missing from reports.