Change your Year End Date

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Maintenance > Site Setup > Additional Site Options

DonorSnap calculates a YTD (Year to Date) and PriorYear Donation amount total. These fields are based on the system year end date set in your Additional Site Options, and must be updated each year.

This date can also be used in the Periodic Comparison Report (Reports > Fund Development Analysis > Periodic Comparison).

You can change to a fiscal year or other custom term, but the date must be updated each year.

Relevant Links:

Additional Site Options
Periodic Comparison Report

Last Updated On July 25, 2018