• Create a profile report
    • Select the Profile Contents tab
    • In the left frame, mark Giving History
    • Set the appropriate options for soft credits and matching gifts
    • In the right frame, select the gift date range
    • Click Customize
      • On the Filters tab, select the appropriate appeals, campaigns, or funds or use the default value Include All
      • On the Gift Types tab, select the gift types to include in the Giving History and mark the appropriate checkboxes. For more information, refer to What are the options on the Gift Types tab? (BB10957).
      • On the Format tab, select the appropriate sort options for the Giving History
       
      • Fill out the appropriate information on each of the report tabs
      • Click Print or Preview

        Note: For more information, review the Reports Guide (PDF)