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I created a report of Contacts with Accounts and showed the NPSP Total Gifts This Year and Total Gifts Last Year fields.

 

I cross-filtered by Contacts with Opportunities WHERE Opp Record Type = Membership

 

To my surprise, I got a bunch of rows back that had $0 in the two Totals fields.

 

I believe this happened because those Contacts had a Contact Role record associated with an Opportunity from an organization Account.  We made them be the Primary Contact for the Opp for customized thank you letters, so NPSP created a Contact Role record for them.

 

No harm done I thought because I have NPSP's Always Rollup to Primary Contact unchecked.  SO the NPSP Contact and HH Account rollup fields do not include these Opps.

 

But it appears that a cross filter between Contact and Opp in a report means, "include the Contact if they have a Contact Role record on any Opp, regardless of Role or Primary".

 

Does that sound correct?

 

@Nonprofit Reports & Dashboards @Nonprofit Success Pack 

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