Hi, all. My org is pretty new to Salesforce, but it's been great so far!
Right now I could use some help with building a report that will show all of our donors who have given at least one gift each year for the last five years.
I've got as far as creating a Contacts & Accounts report with Show Me: All Accounts, Created Date: All Time, and Total Number of Gifts greater/equal to 5.
Now I'm a little lost how to proceed from here; what's the best way to specify that there must be at least one gift per year, and that this must be the case for at least the last 5 years?
Thanks, everyone!
(Details that may be useful: my org has the NPSP and I am working in Lightning Interface; I am a Salesforce Admin.)
Good news @Erica McDonald This is baked in to the #Customizable Rollups feature in NPSP. Learn more about it here: https://powerofus.force.com/s/article/NPSP-Create-Customizable-Rollup
You'd simply create a Filter Group for the data, and then a Rollup to return to a custom field based on a 'Donor Streak' operation. The documentation will explain how to set it up.
Feel free to post again if you have any questions.
