What are the summary data columns on the Constituents grid?

The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information for transaction history, memberships, time tracking, event attendance, email open rates, and interactions. The columns only update once per day, overnight. So if there is new data entered today, for example a new donation recorded, the new totals will not be reflected on the grid until the next morning. (Additional information below table)

By default the transactions fields will include any general, event, membership in kind, stock, invoice payment, or pledge payment types of transactions. You can add soft credits or exclude membership transaction in these calculation if desired by going to the Account Settings page located in the menu under your organization's name. In Account Settings, go to the Options section.

• Mark Include Soft Credits in Gift Calculations? to YES to include any general, event, membership, in kind, stock, or pledge payments, or invoice payments that are soft credited to the constituent in their summary totals.
• Mark Include General Memberships in Gift Calculations? to NO if you wish to EXCLUDE any membership type transactions in the summary totals.

You also can choose the total number of days that are included in the calculations as well as what date is used for calculations.

• In Transaction History Default Days you can enter a total number of days you wish to use in calculations. So if you have many years of data, you can limit it to something like 10 years (3,653) if desired. If this field is blank it will use all of the data.
• Under Date to Use in Transactions Calculations it defaults to the Check Date, but you can select the Date of Gift, Postmark Date, or Deposit Date as desired.

Your fiscal year data is determined by the month entered in the Fiscal Year End field in the Organization Info section of your organization's Account Settings. For example, if June is entered, the Fiscal Year data fields will include transactions between July 1st and June 30th.