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

Usyd_Consecutive_Years__c