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Effective URL: https://donorsnap.com/support/docs/change-your-year-end-date/
Submission: On January 10 via api from US — Scanned from DE
Effective URL: https://donorsnap.com/support/docs/change-your-year-end-date/
Submission: On January 10 via api from US — Scanned from DE
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Text Content
Skip to content DonorSnap Support Search CHANGE YOUR YEAR END DATE You are here: * Home * Maintenance and Setup * Change your Year End Date < Back Maintenance > Site Setup > Additional Site Options DonorSnap has built in helper fields that automatically summarize a donor’s total donations in a given year for easy reporting. These fields are named using YTD (Year to Date), Prior Year, 2 years ago, 3 years ago, 4 years ago, and 5 years ago. They are based on the year end date set in your Additional Site Options, and they must be manually updated each year. This date can also be used in the Periodic Comparison Report (Reports > Fund Development Analysis > Periodic Comparison). If your organization follows a fiscal year and you would like these fields to reflect that, choose the last day of your current fiscal year. RELEVANT LINKS: List of all calculated fields in DonorSnap Additional Site Options Periodic Comparison Report Last Updated OnJanuary 2, 2020 Tags: * Site Setup * System Date * YTD Next goEmerchant Setup TABLE OF CONTENTS * Relevant Links: Need more help? Contact the support team at support@donorsnap.com Not a current DonorSnap user? Sign up for a live sales demo or start a new subscription today © Copyright 2008-2022