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This report pulls Annual Funds / Designations and Annual Giving Flagged Accounts, based on the criteria entered in the query prompts. Some funds are both Annual Giving Flagged and Annual Funds.

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Recognition system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection. Organizations and households are excluded.

This report pulls constituents who have made their first gift to a selected Site Rollup or Designation in the Revenue system. Results include a first-gift indicator and related giving details. If multiple Rollups or Designations are selected, the report returns the first gift to any item in the list. To capture first gifts separately (e.g., first to LSA and first to ROSS), run individual pulls for each selection.