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

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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.

Note: When using these fields in DataMiner Platinum, donation query criteria will not manipulate these fields. For example, if you add to your query DonationDate between 1/1/2018 – 12/31/2018, the DonationDateLast field of all the donors in the results will still show the date of the most recent donation, even if that donation falls outside of 2018.

Screen Layout Display Name DataMiner Platinum Name Description 
LTD Donation Amount DonationAmountLTD Lifetime to Date total of all donation records
LTD Tax Deductible Amount DonationAmountLTDTaxDeductible Lifetime to Date Tax Deductible total (Amount – ValueReceived) of all donation records
YTD Donation Amount DonationAmountYTD Year to Date total of all donation records
YTD Tax Deductible Amount DonationAmountYTDTaxDeductible Year to Date Tax Deductible total of all donation records
Max Donation Amount DonationAmountMAX The amount of the largest donation record
Max Donation Date DonationDateMax The date of the largest donation record
Last Donation Amount DonationAmountLast The amount of the most recent donation
Last Donation Date DonationDateLast The date of the most recent donation
First Donation Amount DonationAmountFirst The amount of the first donation
First Donation Date DonationDateFirst The date of the first donation
Prior Year Donation Amount DonationAmountPriorYear Tax Deductible total of all donation records from last year
Prior Year Tax Deductible Amount DonationAmountPriorYearTaxDeductible Total of all donation records from last year
2 Years Ago Donation Amount DonationAmount2YearsAgo Total of all donation records made in the year that was 2 years ago
Tax Deductible 2 Years Ago DonationAmount2YearsAgoTaxDeductible Tax deductible total of all donation records made in the year that was 2 years ago
3 Years Ago Donation Amount DonationAmount3YearsAgo Total of all donation records made in the year that was 3 years ago
Tax Deductible 3 Years Ago DonationAmount3YearsAgoTaxDeductible Tax deductible total of all donation records made in the year that was 3 years ago
4 Years Ago Donation Amount DonationAmount4YearsAgo Total of all donation records made in the year that was 4 years ago
Tax Deductible 4 Years Ago DonationAmount4YearsAgoTaxDeductible Tax deductible total of all donation records made in the year that was 4 years ago
5 Years Ago Donation Amount DonationAmount5YearsAgo Total of all donation records made in the year that was 5 years ago
Tax Deductible 5 Years Ago DonationAmount5YearsAgoTaxDeductible Tax deductible total of all donation records made in the year that was 5 years ago
Last Updated On February 25, 2019