Hi all,
This is my first time posting in a group! I’m the new Systems Admin at my organization, and I have a reporting question.
Historically, we’ve relied heavily on roll-up summary fields to aggregate gift data for reporting. For example, we use a roll-up summary field – Total Closed Amount 2025
– at the Account level to then be able to cleanly group donor Accounts into donor tiers based on total donations this year ($0–$1,000, $1,000–$5,000, $5,000–$10,000, etc.).
We’ve also created additional roll-ups for more granular reporting, such as Colorado Total Closed Amount 2025
and other state-specific totals that live on the Account level.
I wholly recognize that this approach does not scale well when thinking years out considering our Accounts will become cluttered by fields, but I have not been able to find a good solution.
I hope this all make sense! With this info in mind, do you all have any recommendations on how we can better report on our data/group it to not rely so heavily on roll-up summary fields?
Hello Diego,
With Rollup Helper you can use Salesforce Date literals such as this year, last year, next quarter, etc.
You can have this updated automatically so you do not need to create a setting for each fixed period, and always have the value available on your account to use in other flows, reports, or list views.
If you would be interested in learning more about how you could use Rollup Helper, our team would be happy to meet over a screenshare call to help setup your use case.
