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 and are reportable

Usyd_Total_Credit_Amount__c

This stores the sum of all funds received transactions based on LC % on GRC record

This stores the sum of all funds received transactions based on LC % on GRC record

• Value = Σ of Transaction Amount * GRC LC % (where Transaction records have having Funds Received Flag 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

Usyd_Largest_Legal_Credit__c

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

This stores the 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 having the Funds Received Flag 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

Usyd_Most_Recent_Legal_Credit_Amount__c

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

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

• Value = Most recent Transaction Amount * GRC LC % (where Transaction records having the Funds Received Flag 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

Usyd_Most_Recent_Legal_Credit_Date__c

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 having the Funds Received Flag 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

Usyd_Average_Legal_Credit__c

This stores the average of all funds received Transactions based on LC % on GRC record

This stores the average of all funds received Transactions based on LC % on GRC record

• Value = Σ of Transaction Amount * GRC LC % / # of Transactions (where Transaction records having the Funds Received Flag 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

Usyd_Most_Recent_Legal_Credit_Campaign__c

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 (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

Usyd_Total_Years_Given__c

Count of number of calendar years the donor has given in total since the first gift.

The Total number of years funds received Transaction based on LC % on GRC record

• Value = Count of each year 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

Usyd_Consecutive_Years__c

Count of number of years given from current year backwards consecutively

Case A:

2022 yes = 1 count

2021 yes = 1 count + 1 = 2 consecutive

…and so on

Case B:

2022 no = 0 count

2021 yes = 1 count

2020 yes = 1 count + 1 = 2 consecutive

…and so on

Case C:

2022 No gift = 0 count

2021 No gift = 0 count

2019 yes = 0 count

.. and so on

Count of number of years given from current year backwards consecutively for funds received Transaction based on LC % on GRC record

• Value = Count of each year Transaction (where Transaction records have Funds Received Flag is set to true and Amount is greater than 0) from current year backwards consecutively

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

AQB__TotalAccountOpenOpportunities__c

Open Opportunities on account

Usyd_Open_Pledge_Amount__c

Pledge balances based on LC%

Pledge balances based on LC%

• Value =Σ of Transaction Balance * 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

Usyd_Recurring_Gift__c

The number of recurring gifts whose status are either active, under investigation, pending review which should be linked to a pledge linked to the contact.

Pledge balances based on LC%

• Value = # of Recurring Gifts linked to a pledge(linked to the Contact whose status is Active, Under Investigation, or Pending Review)

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

Usyd_Total_Giving_Influence__c

Same as Total Legal Credit but based on GRC% instead of LC% + Soft Credits

Same as Total Legal Credit but based on GRC% instead of LC% + Soft Credits

• Value = Σ of Transaction Amount * GRC GRC% (where Transaction records have having Funds Received Flag set to true and Amount is greater than 0) + Soft Credits to the Account

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