Automatic Donation Amounts (Last Donation, Year to Date, Maximum Donation, etc.)

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.)”

Change your Year End Date

Maintenance > Site Setup > Additional Site Options

DonorSnap has built in helper fields that automatically summarize a donor’s total donations in a given year for easy reporting. These fields are named using YTD (Year to Date), Prior Year, 2 years ago, 3 years ago, 4 years ago, and 5 years ago. They are based on the year end date set in your Additional Site Options, and they must be manually updated each year. Continue reading “Change your Year End Date”