When the first gift field is selected, the Gifts Criteria screen opens. This is the screen where you can select which gifts are included in the export. For example, you can filter on funds on the Filters tab.
If this screen does not appear, or you need to return to the screen: 1. Highlight the first item listed below Output. For example, 'New Gift Export' or the name of your saved export 2. Click the Criteria button