Skip to main content Unisciti a noi al TDX, a San Francisco o su Salesforce+, il 5-6 marzo per la conferenza degli sviluppatori sull'era degli Agenti IA. Registrati ora.

I'm surprised I haven't ran into this particular report use case in the 5 years I've been a Salesforce admin but here we are. Always something new to learn!    Today's dilemma is how to create what should be a really straightforward "aggregate threshold" report. I work in another, much less complex donor CRM, and to create this report you simply input the threshold amount (i.e. donors who have given at least $250), customize the date range between two different dates, and voila!     We have been using the rollups summary fields so far in our NPSP org and I've created several rollups of my own. Those work great for pre-formulated date ranges (Total Gifts Last Year, Total Gifts N Days Ago, etc.) But as far as I know - and maybe I've overlooking something super obvious - there isn't a quick, out of the box way to answer, in report format, a question like "which donors gave equal or greater than $250 total from 5/1/23 to 9/1/24?"     An opportunities report would filter the dates correctly, and I could see gifts of $250 and above. But not those who had given $100 here, $50 there, and then another $150 which would be over the $250 threshold. An accounts report could pull in rollup data but again, those dates aren't easily customizable and won't work with fixed dates. Creating a new rollup summary field on the account would work with two fixed dates but is a clunky solution for simply creating a report. I've tried different row and summary formulas in the report itself (to ONLY show the $250+ gifts) but to no avail.     ChatGPT tells me that I need to use a "summary filter" which would filter on the amount: SUM column to only show those accounts with $250+. And I think that is essentially what I would need, but there is no such option.     What am I missing here?    

1 risposta
  1. 22 feb, 12:12

    Unfortunately, you can't filter report data by summarized columns. However, you have a few options as workarounds, one, as you mentioned, would be creating a custom roll-up summary field on the Account object for the exact dates. 

     

    Another could be simply filtering the report to the selected dates, and the sorting the report by the amount field to show the accounts with the most donations at the top. Then you could use conditional formatting to highlight records above/below the threshold.

0/9000