The settings for the Gift Summary are set on a constituent-by-constituent basis. The Gift Summary settings must be adjusted from the constituent record:
  1. Select Records>Constituents.
  2. Click the binoculars in the Quick Find field to search for the Constituent record.
  3. Highlight the Constituent record and click Open.
  4. Select View>Summaries>Gift Summary from the menu bar at the top of the record.
  5. Select the appropriate criteria for the Gift Summary.
  6. Click Finish.
  7. Close the Gift Summary.
  8. Save and close the Constituent record. The criteria selected for the Gift Summary is applied to the Gift Summary section of the Profile Report.