Donor name, total amount given, last amount given, and date of last amount given

Donna Long

Need a report to show constituent name, lookup ID, total amount given, last amount given, and date of last amount given. When I export the report to Excel, it shows every date and every amount that the constituent gave. In chat, I was told there was not a specific report that can show all of this information, but it can be completed through a query and using smart fields. I tried using smart fields, but I got the same results.

Kerrie Guarino

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@Donna Long
Hi,

The way I would try do this is through a query. I use the constituent query to create the group of constituents I am looking for. In the result fields to display I include the constituent data I need (ie. name, lookupId, etc) and then the smart fields

• Latest Payment amount smart field\\Value
• Latest payment date Smart Field\\Value
• Constituent Lifetime Giving Smart Field\\Value

Since the system doesn't automatically update Smart Fields unless you set up a process to do so, you may need to update them before they will show on the query results.

This is a sample of my results:

There may be another way to do this, I'm still learning my way around the software. I hope this helps!