- Navigate to Records > Funds* and open any fund* record.
- From the fund* record, click on View and select Summaries > Fund* Summaries.
- Review the settings on the tabs, especially soft credits, matching gifts, date range, and gift types.
- Click Finish.On the Summary page, change View at the top left to First/Latest/Greatest:
- Click Close in the upper left.
- Return to the Dashboard to refresh its results.
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