Recalculate Summary Information Window

Use this window to complete any of these tasks:

·       Define the process of recalculating summary information

·       Abort a recalc run

·       Restart an aborted recalc run

·       Update Summary tables

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.

 

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.

Columns

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

How To

Recalculate Summary Information

Abort and Restart a Recalculate Process