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Account statistic does not identify legal credit of contacts.

Contact gift statistics split according to GRC records Legal Credit Percentage and computed on Funds Received figures

Additional statistics available not found on Account (still based on GRC LC %)

Recalculate button to refresh data just for one contact. No need to wait for batch job overnight

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Just like that of the Account’s, the values are actual field on Contacts are are reportable

Image Added

New Fields

Field Label

API Name

Description

Help Text

Total Legal Credit

Usyd_Total_Credit_Amount__c

This stores the sum of all Gift recognition credits related to the Contactfunds received transactions based on LC % on GRC record

This stores the sum of all funds received funds from transactions related to the Gift recognition credits of the Contact.

value = txn amount * gift % (in which txns are filtered by: funds received flag true and amount

transactions based on LC % on GRC record

  • Value = Σ of Transaction Amount * GRC LC % (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

  • calculations are done in a scheduled basisRefreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

Largest Legal Credit

Usyd_Largest_Legal_Credit__c

This stores the Largest Legal Credit of all Gift recognition credits related to the ContactAmount of all funds received Transactions based on LC % on GRC record

This stores the largest received funds from transactions related to the Gift recognition credits of the Contact.

  • value = largest amount in txns * gift % (txns are filtered by: funds received flag true and amount is greater than 0)

    • calculations are done in a scheduled basis

    Largest Amount of all funds received Transactions based on LC % on GRC record

    • Value= Takes the Largest Amount of all Transaction records * GRC LC % (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

    • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

    Most Recent Legal Credit Amount

    Usyd_Most_Recent_Legal_Credit_Amount__cMost Recent Legal Credit Amount

    This stores the Most Recent funds received Transactions based on LC % on GRC record

    This stores the amount given based on the most recent transaction related to the Gift recognition credits of the Contact.

    • value = most recent transaction amount

    • calculations are done in a scheduled basis

    Most Recent funds received Transactions based on LC % on GRC record

    • Value = Most recent Transaction Amount * GRC LC % (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

    • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

    Most Recent Legal Credit Date

    Usyd_Most_Recent_Legal_Credit_Date__c

    This stores the most recent credit date based on transactions related to the Gift recognition credits of the Contact.

  • value = most recent transaction

    • calculations are done in a scheduled basis

    The date for the Most Recent Legal Credit Amount

    The date for the Most Recent Legal Credit Amount

    • Value = date of the most recent Transaction (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

    • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

    Average Legal Credit

    Usyd_Average_Legal_Credit__c

    This stores the average Legal Credit of all Gift recognition credits related to the Contactof all funds received Transactions based on LC % on GRC record

    This stores the average amount of all received funds from transactions related to the Gift recognition credits of the Contact.

  • value = Total Amount / No of Txn's (in which txns are filtered by: funds received flag true and amount is greater than 0)

    • calculations are done in a scheduled basis

    funds received Transactions based on LC % on GRC record

    • Value = Σ of Transaction Amount * GRC LC % / # of Transactions (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

    • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

    Most Recent Legal Credit Campaign

    Usyd_Most_Recent_Legal_Credit_Campaign__c

    This stores the campaign The campaign on the Most Recent funds received Transaction based on LC % on GRC record

    The campaign on the Most Recent funds received Transaction based on LC % on GRC record

    • Value = Campaign of the most recent

    transaction related to the Gift recognition credits of the Contact.

    • value = campaign of the most recent transaction

    • calculations are done in a scheduled basisTransaction (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0)

    • Refreshed on Nightly Job that picks up all transactions(regardless of type i.e. void) for the day for all contacts

    Total Years given

    Usyd_Total_Years_Given__c

    Consecutive years given

    Usyd_Consecutive_Years__c

    Open Opportunities

    Open Pledge

    New Lighting web component

    ...