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Product Documentation

Customizable Rollups Overview

Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records. Imagine that you have a call with a major donor, and you want to go into it armed with the knowledge of their lifetime giving to your organization. Without the right rollups, this would be a tedious, manual process that could take a tremendous amount of time. Additionally, you might have incorrect information. So, what if we told you that you could roll up Payments along with Opportunity data? And what if we told you that you could create your own custom rollups, where you define the field to roll up to and the filters to use?

With Customizable Rollups, this is all possible. Customizable Rollups are available as part of NPSP with the Household Account Model. You just need to turn it on. And when you do, it will convert all of your existing User Defined Rollups (and the 87 out-of-box NPSP rollups) into Customizable Rollups. You'll be able to edit the converted rollups or create brand new ones.

And as an added bonus, we support Advanced Currency Management with Dated Exchange Rates for organizations with Customizable Rollups enabled. Please note that there are a few limitations if using ACM with NPSP. Read the International Nonprofits FAQ for full details.

A note about types of rollups...

When it comes down to how rollups work, there are really two types of rollups. It's important to understand what these two types are and how they work.
  • Aggregate Rollups: Summarize data from multiple records and roll it up to a target field. Aggregate Rollups are used for summing, averaging, or counting. For example, NPSP comes with aggregate rollups for Total Gifts (summing), Average Gift Amount (averaging), and Total Number of Gifts (counting).
  • Single Result Operation Rollups: Copy data from a field on a single record to the target field. These rollups are used for searching through a group of records to find the first or last date, or finding the smallest or largest number (currency, number, etc) and copying data from that record. Out-of-box in NPSP, you get single result operations such as Largest Gift Amount, First Gift Date, and Last Gift Date. But, with Customizable Rollups, you can select any field from the single Opportunity (or Payment) result and copy it to the target object. A great example that wasn't possible before is that you can configure a rollup to automatically copy the record ID of that found single record, and add it to a custom lookup field on the target object (for example, a Contact or Account record). That way you can easily click through to see the record itself (and find any information you need)! With that lookup, you can also create cross-object formula fields to pull any data you need from that Opportunity or Payment to the Contact or Account.

Customizable Rollups and Soft Credits

Soft credits are used when a Contact or Account influenced the donation, but isn't responsible for the payment. Hard credits, on the other hand, are used when a Contact or Account directly makes a donation and is responsible for the payment. In NPSP, soft credits (including any partial soft credits) and soft credit rollups are tracked on Contacts. With Customizable Rollups, all of the Contact Soft Credit Rollup fields still exist, but the rollups that populate them are now defined in Customizable Rollups. Users can edit the existing ones or create new ones. If you want to learn more about the differences between soft credit and hard credit Customizable Rollups and how they work, see Hard Credit vs. Soft Credit Customizable Rollups.

With Customizable Rollups, we also offer the ability to roll up Account soft credits. An Account soft credit is a credit for a donation that the Account didn't actually make, but may have somehow influenced. For example, a Donor Advised Fund uses a bank to manage their money. When a donation comes from the Donor Advised Fund, the check is actually generated by the bank, so the bank gets the hard credit for the donation. Using Account soft credits, you can ensure that the Donor Advised Fund gets a soft credit for their donation, and you can roll up those soft credits to the Account. For information on using Account soft credits, see Account Soft Credit Setup and Create Account Soft Credits.

Additionally, you can create Customizable Rollups that roll up all Contact level soft credits to the Household Account. These soft credits are valuable if you want to be able to see the total giving for an entire Household. For example, you may have major donors that give on an annual basis, but the money is coming from a donor advised fund or family foundation (not their personal checkbook) managed by a financial institution. Thus, all donations come directly from that financial institution. This results in hard credits and the majority of the rollups pointing to the financial institution (for accounting reasons), which makes it hard to fully realize the amount of money the Contact or Household has given when you view their records in NPSP. Thanks to Customizable Rollups custom soft credit rollups, it's easy for organizations to get a complete picture of major donor giving while still following accounting best practices.

For more information on soft credits, see Soft Credits Overview.