When basing a report on a constituent query, the query criteria decides which constituents are to be included in the report. However, the gift criteria used in the query does not carry over to reports.
To filter the gifts to be included in the report:
- Use a gift query to filter on specific gift records
- Use the constituent query to filter the constituents to be included on the report, and use the filters on the report to limit the gifts to be included (such as date, selected campaigns, funds, and appeals) from those constituents' record.
For more information, refer to Export and reports do not filter on query criteria.