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 giving 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 the table)

Column/Field Name	Data Type	Notes
First Gift Date	Date	Auto populated field with the date of the first gift record
First Gift Amount	Currency	Auto populated field with the first gift amount
Last Gift Date	Date	Auto populated field with the date of the last gift
Last Gift Amount	Currency	Auto populated field with the amount of the last gift made
Largest Gift Date	Date	Auto populated field with the date of largest gift recorded
Largest Gift Amount	Currency	Auto populated field with the amount of the largest gift recorded
Smallest Gift Date	Date	Auto populated field with the date of the smallest gift recorded
Smallest Gift Amount	Currency	Auto populated field with the amount of the smallest gift recorded
Average Gift Amount	Currency	Auto calculated field with the average of all gifts
Cumulative Received Amount	Currency	Auto calculated field totaling all gifts
Cumulative Gift Count	Numeric	Auto calculated field with the number of total gifts given
Cumulative Pledge Amount	Numeric	Auto calculated field with the total of all pledges
Cumulative Pledge Write Off Amount	Currency	Auto calculated field with the total of all write offs for pledges
YTD Gift Count	Numeric	Auto calculated field totaling the number of gifts in this calendar year
YTD Received Amount	Currency	Auto calculated field totaling the amount of gifts received this calendar year
YTD Pledged Amount	Currency	Auto calculated field totaling the amount of pledges received this calendar year
YTD Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in this calendar year
Last Year Received Amount	Currency	Auto calculated field totaling the number of gifts last calendar year
Last Year Gift Count	Numeric	Auto calculated field totaling the amount of gifts received last calendar year
Last Year Pledged Amount	Currency	Auto calculated field totaling the amount of pledges received last calendar year
Last Year Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in last calendar year
Five Years Gift Count	Numeric	Auto calculated field totaling number of gifts in the last five calendar years
Five Years Received Amount	Currency	Auto calculated field totaling the amount received in the last five calendar years
Five Years Pledged Amount	Currency	Auto calculated field totaling number of pledges in the last five calendar years
Five Years Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in last five calendar years
FYTD Gift Count	Numeric	Auto calculated field totaling the number of gifts in this fiscal year
FYTD Received Amount	Currency	Auto calculated field totaling the amount of gifts received this fiscal year
FYTD Pledged Amount	Currency	Auto calculated field totaling the amount of pledges received this fiscal year
FYTD Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in this fiscal year
Last Fiscal Year Gift Count	Numeric	Auto calculated field totaling the number of gifts last fiscal year
Last Fiscal Year Received Amount	Currency	Auto calculated field totaling the amount of gifts received last fiscal year
Last Fiscal Year Pledged Amount	Currency	Auto calculated field totaling the amount of pledges received last fiscal year
Last Fiscal Year Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in the last fiscal year
Five Fiscal Years Gift Count	Numeric	Auto calculated field totaling number of gifts in the last five fiscal years
Five Fiscal Years Received Amount	Currency	Auto calculated field totaling the amount received in the last five fiscal years
Five Fiscal Years Pledged Amount	Currency	Auto calculated field totaling number of pledges in the last five fiscal years
Five Fiscal Years Pledge Write Off Amount	Currency	Auto calculated field totaling the pledge write offs in last five fiscal years
Last Interaction Date/Time	Date/Time	Auto populated field with the date and time of the last interaction recorded
Last Interaction Internal Contact First Name	Text	Auto populated field - with the first name of the DonorView user identified for the last interaction
Last Interaction Internal Contact Last Name	Text	Auto populated field - with the last name of the DonorView user identified for the last interaction
Last Interaction Description	Multi-Line Text	Auto populated field with the description of the last interaction
Last Interaction Category 1	Picklist	Auto populated field from the category 1 identified in the last interaction
Last Interaction Category 2	Picklist	Auto populated field from the category 2 identified in the last interaction
Continuous Years Giving	Numeric	Shows the number of years the constituents has continously made a transaction
First Membership Date	Date	Date of the first membership
Family Membership Status	Text	Auto populated field from the membership grid which shows "Active" if the constituent has any memberships with a future expiration date
Current Membership Exp Date	Text	Auto calculated field if they have memberships it will show the farthest exp date
Cumulative Event Attendance Count	Numeric	Auto calculated field based on checked in attendance for events after 8/1/2023
Last Event Attendance Date	Date	Auto calculated field based on checked in attendance an event after 8/1/2023
Last Event Ticket Purchased Cost	Currency	The ticket price of the last event the constituent purchased
Last Event Ticket Purchased Date	Date	The date of the last ticket purchased
Cumulative Event Ticket Purchased Count	Numeric	The total number of event tickets the constituent purchased
YTD Event Ticket Purchased Count	Numeric	The total number of event tickets purchased calendar year to date
FYTD Event Ticket Purchased Count	Numeric	The total number of event tickets purchased in the current fiscal year
Last Calendar Year Event Ticket Purchased Count	Numeric	The total number of event tickets purchased in the last calendar year
Last Fiscal Year Event Ticket Purchased Count	Date	The total number of event tickets purchased in the last fiscal year
YTD Event Attendance Count	Numeric	Total number of events the constituent has been checked in for on the event attendance grid this calendar year
FYTD Event Attendance Count	Numeric	Total number of events the constituent has been checked in for on the event attendance grid this fiscal year
Last Calendar Year Event Attendance Count	Numeric	Total number of events the constituent has been checked in for on the event attendance grid last calendar year
Last Fiscal Year Event Attendance Count	Numeric	Total number of events the constituent has been checked in for on the event attendance grid last fiscal year
Emails Opened YTD Count	Numeric	Number of emails opened calendar year to date
Emails Opened FYTD Count	Numeric	Number of emails opened this fiscal year to date
Emails Opened Last Calendar Year Count	Numeric	Number of emails opened last calendar year
Emails Opened Last Fiscal Year Count	Numeric	Number of emails opened last fiscal year
Email Links Clicked YTD Count	Numeric	Number of links clicked in an opened email this calendar year
Email Links Clicked FYTD Count	Numeric	Number of links clicked in an opened email this fiscal year
Email Links Clicked Last Calendar Year Count	Numeric	Number of links clicked in an opened email last calendar year
Email Links Clicked Last Fiscal Year Count	Numeric	Number of links clicked in an opened email last fiscal year
Last Email Opened Date	Date	Date the last email was opened
Time This Week	Hours	Auto calculated field from time tracking for time entered this week
Time Last Week	Hours	Auto calculated field from time tracking for time entered last week
Time This Month	Hours	Auto calculated field from time tracking for time entered this month
Time Last Month	Hours	Auto calculated field from time tracking for time entered last month
Time This Year	Hours	Auto calculated field from time tracking for time entered this calendar year
Time This Fiscal Year	Hours	Auto calculated field from time tracking for time entered this fiscal year
Time Last Year	Hours	Auto calculated field from time tracking for time entered last calendar year
Time Last Fiscal Year	Hours	Auto calculated field from time tracking for time entered last fiscal year
Time Five Years	Hours	Auto calculated field from time tracking for time entered the last five calendar years
Time Five Fiscal Years	Hours	Auto calculated field from time tracking for time entered the last five fiscal years
Time Cumulative	Hours	Auto calculated field from time tracking for all time recorded
Total Time Records	Numeric	Shows the number of total time tracking records

By default the gift fields will include any general, event, in kind, stock, or pledge payment types of transactions. You can add in memberships and soft credits into 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, in kind, stock, or pledge payments that are soft credited to the constituent in their summary totals.
• Mark Include General Memberships in Gift Calculations? to YES to include 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 Gift 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 Gift 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.