• Create a constituent export using the query created in step 1. Select the following fields:
      • Largest Gift, Amount

        In the Gift Amount screen, select the same date range and fund as the First/Greatest/Latest Report.
       
      • Largest Gift, Date
       
      • Last Gift, Amount

        In the Gift Amount screen, select the same date range and fund as the First/Greatest/Latest Report.
       
      • Last Gift, Date
       
      • Summary Information, Summary for Gifts, Total Gift Amount

        In the Gift Amount screen, select the same date range and fund as the First/Greatest/Latest Report.