Download and install the latest version and patch, if applicable.
Try each of the following steps in order until the issue is resolved:
- If the report is based on a query, ensure it contains the correct records.
- On the Gift Types tab of the report, ensure all the appropriate gift types are selected. If including both pledges and payments, mark the Use gift balance instead of gift amount checkbox.
- If the report is based on a constituent query and the query filters on campaigns, funds, appeals, or constituency codes, ensure the Filters tab of the report filters on the same values.
- Check the Soft Credits tab of the gifts for the donor in the incorrect category. If the donor appears on the Soft Credits tab, delete the soft credit.