1. Navigate to Records > Funds* and open any fund* record.
  2. From the fund* record, click on View and select Summaries > Fund* Summaries.
  3. Review the settings on the tabs, especially soft credits, matching gifts, date range, and gift types.
  4. Click Finish.On the Summary page, change View at the top left to First/Latest/Greatest:
    View setting on Fund Summary
  5. Click Close in the upper left.
  6. Return to the Dashboard to refresh its results.
*Same steps apply for Appeals and Campaigns. Replace "fund" with campaign or appeal to address those.