I have been tasked to created the following report.
We track donations (NPSP) on the Account object. I need a report to show every Account that donated between $1000 - $5000 in a calendar year at least once in the past 3 years (we have roll-ups for the past 5 years on the Account records). That part is very easy.
Here is what I cannot figure out. They want me to exclude any Donor who gave over $5000 in any one (or more) years in the same time period. So if a Account gave $2500 this year (which includes them), $500 the previous year, and $6400 the year before that - they would be excluded due to the last figure. Not sure the filtering to get that done. Appreciate any help.
#Reports #Reporting
Vuk Stajic (MVRK Inc.) 
Forum Ambassador
Sorry, what do you mean by "We track donations (NPSP) on the Account object."?
You are not using Opportunities to track donations?
I think this specific reporting will require some work in excel!
BUT if you mean you have a rollup that says total donations for 2024, 2025 and 2026 then you might be able to use those filters.
BUT it will be a VERY long and complicated filter!
I would create a report of all accounts and the 3 columns for the 3 years. Export it. And use excel to filter to just the ones that have no years over 5k and at least one year over 1k.
In Salesforce maybe it would be like this:
2024 < 5001 AND 2025 < 5001 AND 2026 < 5001
AND(
2024 > 1000
OR 2025 > 1000
OR 2026 >1000)
If that makes sense :) it is not written in proper formula syntax, just logical syntex.
