The Campaign Summary dashboard includes all relevant gifts, from constituents who are inactive, have no valid address or are deceased.
Please ensure these options are selected on the General tab of the Gift Detail and Summary report.


To match the Gift Detail and Summary report totals with the Total Received field on the Campaign Summary dashboard:



On the Gift Detail and Summary report, select the following gift types:




    • Cash
       
    • Stock/Property
       
    • Gift-in-Kind
       
    • Other
       
    • Pay-Cash
       
    • MG Pay-Cash
       
    • Recurring Gift Pay-Cash
       


    On the Campaign Summary dashboard, use the default gift types:




      • Cash
         
      • Stock/Property
         
      • Gift-in-Kind
         
      • Other
         
      • Pledge Payments
         
      • Matching Gift Pledge Payments
         
      • Recurring Gift Payments
         


      To match the Gift Detail and Summary report totals with the Total Committed field on the Campaign Summary dashboard:



      In the Gift Detail and Summary report, select the following gift types, and mark the Exclude zero amounts gifts, Use sale amount for sold stock/property, and Subtract broker fee from sold stock/property checkboxes on the Gift Types tab.




        • Pay-Cash
           
        • MG Pay-Cash
           
        • Recurring Gift Pay-Cash
           
        • Stock/Property
           
        • Pay-Stock/Property (Sold)
           
        • MG Pay-Stock/Property
           
        • Gift-In-Kind
           
        • Pay-Gift-In-Kind
           
        • MG-Pay-Gift-In-Kind
           
        • Other
           
        • Pay-Other
           




        On the Campaign Summary dashboard, use the default gift types:




          • Cash
             
          • Stock/Property
             
          • Gift-in-Kind
             
          • Other
             
          • Pledge Payments
             
          • Matching Gift Pledge Payments
             
          • Recurring Gift Payments