Sort the Gift Detail and Summary Report by gift date.  This prints the constituent name next to each gift.  Then, export the report.

Note: Because the gifts are sorted by gift date, a constituent's gifts are not grouped together on the report.


1. Create a gift output query from the report (BB50516)

2. Create a gift export that uses the output query (BB83120)

3. On the Output tab, select the appropriate fields

4. Export to Excel