There are many helper fields built into DonorSnap that are useful for simple reporting. Here is an overview of the automatically calculated and non-editable donation summary fields. Access them from the contact tab and all queries in DataMiner Platinum.
These fields are based on the “Year End Date” that you have selected for your site and needs to be manually updated each year. Learn how to update your year end date here. Continue reading “Automatic Donation Amounts (Last Donation, Year to Date, Maximum Donation, etc.)”