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Report on last gift amount

Find out how to include each contact’s last gift amount and date in a report.

Written by Cristiana Ghinea

The last gift amount and date for each contact are available in the Fundraising tab of their record.

You can report on this information by following the steps below:

  1. Click Quick Access, then select Reports.

  2. Click New to create a new report.

  3. Under Entities, add the Contact entity so you can include contact data in your report.

  4. In the Details tab for the contact entity, add identifying fields such as name so you can distinguish records.

  5. In the Fundraising tab for the contact entity, add the Last date and Last amount fields.

    • These show each contact’s most recent gift date and the corresponding amount.

The basic report will now show each contact within the system and the last payment they made. Any extra filtering or additions to the report can be made as normal, as these are not aggregating reporting functions.

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