Does anyone have an extraction formula that gives the total giving for a calendar year for constituents? I could use not only for our January tax letters but to do annual report listings. Right now I am printing out a list of donations for the correct calendar range and adding them up in excel.
There's got to be a better way?
Nichole,
There already exists an output set item called Contribution_last_year_giving which calculates the value of contributions made in since 1 Jan of the previous year. You could always copy this item and perform different logic on the selection criteria as specified in the "Data Where" column. For example, if you made it:
datepart(YYYY,cont_dt) = datepart(YYYY,getdate()) -1
Output sets aren't "out of the box" features are they? Could you please share your output set's criteria? Thanks so much. This will be very helpful.
Nichole