Recalculate Summary Information Window

You can choose a single donor or all donors, and you can select which summaries to include. You can choose to include unsummarized gifts and pledges. You can also select how often a commit occurs during the recalc process.

Columns

How To

1. Open the Recalculate Summary Information window.

2. Select either Restart Last Recalc Run or New Recalc Run.

3. Enter a Commit Count.
This is the number of gifts the recalc will process before making a commit.

4. Select the Year Type.

5. If you want to include them, check the boxes for Recalc Unsummarized Gifts and Recalc Pledges.

6. To run a system recalc of all donors, leave the Donor ID column empty.
To recalculate only one donor's information, enter or select the Donor ID number.

7. Select the checkboxes that indicate which types of summary information you want to recalculate.

8. Click OK.

		If you do a full system recalc, the process can be lengthy, and it could slow down the system.
		Run the recalc over a weekend so that other users are not hampered by a slowdown of the system.

You can interrupt a running recalculation process.

1. Open the Recalculate Summary Information window.

2. Click STOP to interrupt the process.

3. When you are ready to restart the process, click Restart Last Recalc Run. The options will default to the original run and will be unavailable for changing. However, you may change the value in the Commit Count column.

4. Click OK. The Recalc process restarts at the point where it was aborted (Last Gift Committed).
The progress bar displays the percentage of the transactions completed.
When completed, a message box displays telling you that the process has completed successfully.

5. Click OK.

Restart Last Recalc Run		User
New Recalc Run		Start Date and Time		Stop Date and Time
Commit Count		Recalc Unsummarized Gifts		Recalc Pledges
Year Type
Donor ID
Summary Info		Flat Summaries to Update
	Donor		Year	Gift Set
	Campaign		Cat. Comp. 1	Designation
	Gift Category		Cat. Comp. 2	Class Year
	Scholarship		Category	Relation
	Memorial/Honor		Campaign
	Giving Club
Last Gift Committed
Recalc Status Bar

		To update Yrs. Continuous Giving and Total Giving Years, you must run recalc. These are not updated during Gift Entry even though Update Summaries During Gift Entry may be selected on the Development Configuration window. Please be aware that Yrs. Continuous Giving and Total Giving Years are calculated using the Calendar Year.
		When you restart an aborted run, the Recalc process restarts after the last gift that was successfully processed. When you click the radio button to restart an aborted run, the only column that can be changed is the Commit Count.
		If the Lock Current Level checkbox is selected for any row in the Donor Club Summary table, the Recalc process updates the year-to-date gift values but it does not overwrite the Club Level, the Attained Date, or the Lock Current Level values.