We need to be able to filter all Payments made in the calendar year on all Donations for our Accounts, and show the charitable amount separately from the non-charitable amount. The problem that we are having is that we can filter the Payments by the Calendar year that they were paid but cannot filter the Donations by whether a Payment was made this calendar year. We could limit the reporting to the Payment object, but the barrier there is that our charitable/non-charitable amounts at recorded at the Donation level.
The only strategy that I've envisioned so far is to change our workflow to capture charitable/non-charitable amounts at the payment level, but this carries its own barriers (as we don't receive that information for payments on pledges), and would not help us for the past CY.
@Andrew Salpas besides reports themselves, you may be able to create rollup fields on the Account using #Customizable Rollups. By default you can't filter the Payment filter to only include Payments where the Paid Date is "LAST YEAR", as the field requires a specific date, however there are some workarounds that might work. For example, take a look at how a formula field was used in this recipe to achieve a rolling date rollup. Hope that helps!
