- Select Records>Constituents.
- Click the binoculars in the Quick Find field to search for the Constituent record.
- Highlight the Constituent record and click Open.
- Select View>Summaries>Gift Summary from the menu bar at the top of the record.
- Select the appropriate criteria for the Gift Summary.
- Click Finish.
- Close the Gift Summary.
- Save and close the Constituent record. The criteria selected for the Gift Summary is applied to the Gift Summary section of the Profile Report.
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