Mark Short

    Difference btwn Lifetime fields

    What's the difference btwn these two fields...what drives the rollup formula for each?

     

    Total Lifetime Giving

    Total Lifetime Fundraising

    Total Lifetime Transaction Amount


    3 years ago

    Replies

    Karen Guanzon

    Training Manager

    Hi Mark,

     

    Total Lifetime Giving = sum of all transactions of record type "Gift".

    Total Lifetime Fundraising = Total Lifetime Transaction Amount plus all Soft Credits

    Total Lifetime Transaction = sum of all transactions of all record types (i.e. Gift, Event Registrations, etc.)

     

    You may refer to this article for the Donor Profile field descriptions.

     

    Thank you,

    Karen Guanzon

    3 years ago
    Answer
    Mark as Answer