Is there any way to figure out the date a donor hit a specific giving amount for the year? We're trying to collect historical data on when a donor reached at least $1,000 cumulatively in a calendar year for the past few years. We had tracked this in our previous crm but the data was lost when we migrated to NPSP.
Tracking this date and keeping record of the date year after year so you can report on it over time is going to require a custom child object to Contact. You could call this object "Donor Giving History" or whatever catches your fancy.
For the initial setup:
1. Configure your standard NPSP rollups on contact: "Total Gifts Last N Days, N can be set to a period of your choice; the default setting is 365 days...".
2. Then configure and enable NPSP Levels, so that your Source Field on your level record is the rollup field you configured in step 1. "Once the Level structure is in place, a nightly batch job updates the Level values on records for any objects you've configured to display Level data...". Let's say you name the Level record "$1k donor".
3. Create a custom object "Donor Giving History" which has a lookup field to Contact and a date field.
4. Create a before save record triggered flow on Contact:
WHEN
'Level' field ISCHANGED AND 'Level' = "$1k donor"
THEN
Create a new "Donor Giving History" record and populate the date field on the new record with TODAY()
Anyway, i'm sure someone smarter and more well-versed on the NPSP package will have a more efficient and easier way to solve for this, but hopefully this gets the creative juices flowing.
