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NPSP Packaged Rollups

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NPSP Packaged Rollups

Sheet1

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Rollup Description
Operation
Target Object
Target Field Label
API Name
Average of all gifts from the Account
Average - All Time
Account
Average Gift
Account.npo02__AverageAmount__c
Year of the highest total gifts from the Account
Best Year - All Time
Account
Best Gift Year
Account.npo02__Best_Gift_Year__c
Total gifts in the year of the highest total gifts from the Account
Best Year Total - All Time
Account
Best Gift Year Total
Account.npo02__Best_Gift_Year_Total__c
Date of the first gift from the Account
First - All Time
Account
First Gift Date
Account.npo02__FirstCloseDate__c
Largest gift amount from the Account
Largest - All Time
Account
Largest Gift
Account.npo02__LargestAmount__c
Amount of the last gift from the Account
Last - All Time
Account
Last Gift Amount
Account.npo02__LastOppAmount__c
Date of the last gift from the Account
Last - All Time
Account
Last Gift Date
Account.npo02__LastCloseDate__c
Amount of the most recent Membership Opportunity for the Account
Last - All Time
Account
Last Membership Amount
Account.npo02__LastMembershipAmount__c
Close Date of the most recent Membership Opportunity for the Account
Last - All Time
Account
Last Membership Date
Account.npo02__LastMembershipDate__c
Membership Level from the most recent Membership Opportunity for the Account
Last - All Time
Account
Last Membership Level
Account.npo02__LastMembershipLevel__c
Membership Origin from the most recent Membership Opportunity for the Account
Last - All Time
Account
Last Membership Origin
Account.npo02__LastMembershipOrigin__c
Last Membership End Date for the Account
Last - All Time
Account
Membership End Date
Account.npo02__MembershipEndDate__c
First Membership Join Date for the Account
First - All Time
Account
Membership Join Date
Account.npo02__MembershipJoinDate__c
Count of all gifts for the last N days from the Account
Count - 365 Days Back
Account
Number of Gifts Last N Days
Account.npo02__OppsClosedLastNDays__c
Count of all gifts in the previous calendar year from the Account
Count - 1 Years Ago
Account
Number of Gifts Last Year
Account.npo02__OppsClosedLastYear__c
Count of all gifts in the current calendar year from the Account
Count - This Year
Account
Number of Gifts This Year
Account.npo02__OppsClosedThisYear__c
Count of all gifts two calendar years ago from the Account
Count - 2 Years Ago
Account
Number of Gifts Two Years Ago
Account.npo02__OppsClosed2YearsAgo__c
Count of all Membership Opportunities for the Account
Count - All Time
Account
Number of Memberships
Account.npo02__NumberOfMembershipOpps__c
Smallest gift amount from the Account
Smallest - All Time
Account
Smallest Gift
Account.npo02__SmallestAmount__c
Total of all gifts from the Account
Sum - All Time
Account
Total Gifts
Account.npo02__TotalOppAmount__c
Total of all gifts for the last N days from the Account
Sum - 365 Days Back
Account
Total Gifts Last N Days
Account.npo02__OppAmountLastNDays__c
Total of all gifts in the previous calendar year from the Account
Sum - 1 Years Ago
Account
Total Gifts Last Year
Account.npo02__OppAmountLastYear__c
Total of all gifts in the current calendar year from the Account
Sum - This Year
Account
Total Gifts This Year
Account.npo02__OppAmountThisYear__c
Total of all gifts two calendar years ago from the Account
Sum - 2 Years Ago
Account
Total Gifts Two Years Ago
Account.npo02__OppAmount2YearsAgo__c
Total of all Memberships for the Account
Sum - All Time
Account
Total Membership Amount
Account.npo02__TotalMembershipOppAmount__c
Total number of all gifts from the Account
Count - All Time
Account
Total Number of Gifts
Account.npo02__NumberOfClosedOpps__c
Average of all Gifts where the Contact is the Opportunity Primary Contact
Average - All Time
Contact
Average Gift
Contact.npo02__AverageAmount__c
Year with highest total gifts where the Contact is the Opportunity Primary Contact
Best Year - All Time
Contact
Best Gift Year
Contact.npo02__Best_Gift_Year__c
Total of all gifts in the best gift year where the Contact is the Opportunity Primary Contact
Best Year Total - All Time
Contact
Best Gift Year Total
Contact.npo02__Best_Gift_Year_Total__c
The date of the first gift where the Contact is the Opportunity Primary Contact
First - All Time
Contact
First Gift Date
Contact.npo02__FirstCloseDate__c
The largest gift where the Contact is the Opportunity Primary Contact
Largest - All Time
Contact
Largest Gift
Contact.npo02__LargestAmount__c
The amount of the most recent gift where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Gift Amount
Contact.npo02__LastOppAmount__c
The close date of the most recent gift where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Gift Date
Contact.npo02__LastCloseDate__c
Amount of the most recent Membership Opportunity where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Membership Amount
Contact.npo02__LastMembershipAmount__c
Latest Membership Close Date where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Membership Date
Contact.npo02__LastMembershipDate__c
Latest Membership Level where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Membership Level
Contact.npo02__LastMembershipLevel__c
Latest Membership Origin where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Last Membership Origin
Contact.npo02__LastMembershipOrigin__c
Latest Membership End Date where the Contact is the Opportunity Primary Contact
Last - All Time
Contact
Membership End Date
Contact.npo02__MembershipEndDate__c
First Membership Join Date where the Contact is the Opportunity Primary Contact
First - All Time
Contact
Membership Join Date
Contact.npo02__MembershipJoinDate__c
The count of all gifts in the last N days where the Contact is the Opportunity Primary Contact
Count - 365 Days Back
Contact
Number of Gifts Last N Days
Contact.npo02__OppsClosedLastNDays__c
The count of all gifts in the last calendar year where the Contact is the Opportunity Primary Contact
Count - 1 Years Ago
Contact
Number of Gifts Last Year
Contact.npo02__OppsClosedLastYear__c
The count of all gifts in the current calendar year where the Contact is the Opportunity Primary Contact
Count - This Year
Contact
Number of Gifts This Year
Contact.npo02__OppsClosedThisYear__c
The count of all gifts two calendar years ago where the Contact is the Opportunity Primary Contact
Count - 2 Years Ago
Contact
Number of Gifts Two Years Ago
Contact.npo02__OppsClosed2YearsAgo__c
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Rollup Label
Account: Average Gift
Account: Best Gift Year
Account: Best Gift Year Total
Account: First Gift Date
Account: Largest Gift
Account: Last Gift Amount
Account: Last Gift Date
Account: Last Membership Amount
Account: Last Membership Date
Account: Last Membership Level
Account: Last Membership Origin
Account: Membership End Date
Account: Membership Join Date
Account: Num of Gifts Last N Days
Account: Num of Gifts Last Year
Account: Num of Gifts This Year
Account: Num of Gifts Two Years Ago
Account: Num of Memberships
Account: Smallest Gift
Account: Total Gifts
Account: Total Gifts Last N Days
Account: Total Gifts Last Year
Account: Total Gifts This Year
Account: Total Gifts Two Years Ago
Account: Total Membership Amount
Account: Total Num of Gifts
Contact: Average Gift
Contact: Best Gift Year
Contact: Best Gift Year Total
Contact: First Gift Date
Contact: Largest Gift
Contact: Last Gift Amount
Contact: Last Gift Date
Contact: Last Membership Amount
Contact: Last Membership Date
Contact: Last Membership Level
Contact: Last Membership Origin
Contact: Membership End Date
Contact: Membership Join Date
Contact: Num of Gifts Last N Days
Contact: Num of Gifts Last Year
Contact: Num of Gifts This Year
Contact: Num of Gifts Two Years Ago
​
Sheet1
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