First, there needs to be a group on the Constituent (Constituent ID, SortKey, or any field that is unique for each constituent) in the report.

Largest Gift
  1. Insert a Maximum summary on the Gift Amount field for the Constituent ID group (by default the summary field will show in the Group Footer section)
  2. Create a formula to determine the Gift Date that goes with the Largest Gift amount value

    WhilePrintingRecords;
    DateTimeVar LargestGift;
    if Gift Amount = Maximum(Gift Amount, Constituent ID) then LargestGift = Gift Date
 
  • Insert this formula into the Details section
  • Create a second formula to display the Largest Gift Date value in the Constituent ID group

    WhilePrintingRecords;
    DateTimeVar LargestGift;
 
  • Insert this formula into the Group Footer section of the Constituent ID group, next to the Gift Amount summary field

First Gift
  1. Insert a Minimum summary on the Gift Date field for the Constituent ID group (by default the summary field will show in the Group Footer section)
  2. Create a formula to determine the Gift Amount that goes with the First Gift date value

    WhilePrintingRecords;
    CurrencyVar FirstGift;
    if Gift Date = Minimum(Gift Date, Constituent ID) then FirstGift = Gift Amount
 
  • Insert this formula into the Details section
  • Create a second formula to display the First Gift Amount value in the Constituent ID group

    WhilePrintingRecords;
    CurrencyVar FirstGift;
 
  • Insert this formula into the Group Footer section of the Constituent ID group, next to the Gift Date summary field

Last Gift
  1. Insert a Maximum summary on the Gift Date field for the Constituent ID group (by default the summary field will show in the Group Footer section)
  2. Create a formula to determine the Gift Amount that goes with the Last Gift date value

    WhilePrintingRecords;
    CurrencyVar LastGift;
    if Gift Date = Minimum(Gift Date, Constituent ID) then LastGift = Gift Amount
 
  • Insert this formula into the Details section
  • Create a second formula to display the Last Gift Amount value in the Constituent ID group

    WhilePrintingRecords;
    CurrencyVar LastGift;
 
  • Insert this formula into the Group Footer section of the Constituent ID group, next to the Gift Date summary field