Why is the annual giving summary document missing gifts that were received during the corresponding calendar year?

Funds can be individually configured to be included or excluded in the Annual Giving Summary report, depending on your school's individual needs and/or workflows.

If a gift is missing, check the Fund List to review the configuration settings for the fund(s) associated with the gift record(s) and enable the "Include on Annual Giving Summary Report" flag if needed.

This can be done in the query results by checking the box or on the Confguration tab in the fund detail record by setting the flag to Yes.