The Donor report lists donations under the actual donor. Each profile that has made a donation is listed on its own row. When a household has donated, and two household members have also donated, each of the three profiles will be on its own row and reflect their own giving.
When this option is selected, the report recognizes donations under the highest level profile the donation can be attributed to.
- When a donation is from a member of a household, the donation is recognized under the household.
- When a donation has a donation advisor, the donation is recognized under the donation advisor; this report does not include advised donations.
- When that advisor is a member of a household, the donation is recognized under the household.
There is a Rollup House/Advisor option on the left-side menu of the report.
Giving Summary Without Rollup
This image is of the Donor report, without the Rollup House/Advisor option applied:
Three of the Fidelity Charitable donations are advised. Mari is the advisor on one, Bill is the advisor on another, and the Alderidge household is the advisor on the third.
Giving Summary With Rollup
This is the report when the Rollup House/Advisor option is applied:
The contributions from Mari, Bill, the Alderidge household, and donations each profile is an advisor on are recognized under the highest level profile, the Alderidge household.
Fidelity's giving summary is reduced by the donations that have an advisor.
All other data points (contact information, communication preferences, profile types, deceased status, etc.) will display the data from the highest level profile.
The base of this report is donation data. Therefore, when you filter using a donation filter, results will include records where the household, household member, or advised donation met the criteria.
Here's an example:
The Alderidge household has two household members, Mari and Bill. The household and members are also advisors on donations. Mari donated to the the Parks Conservation Fund, but the household has not. In the Rollup report, if you apply a Funit Id filter and filter to the Parks Conservation Fund, results will include the Alderidge household because that filter is a donation filter in the Donation_rollup Filters.
If you select the Fund Name filter, which is in the Fund Filters, it un-rolls the report. Mari, not the Alderidge household, would be on your results.
If you select a profile filter, such as Profile Type ID, it will keep the report rolled up if the profile type is on the household record. If the profile type is on a household member but not a
How Can I Tell if Filter Keeps Report Rolled Up?
Starting in the Rollup report, apply a filter and check the URL. If the URL contains rollup, that filter shows results where the household, any household member, or advised donation from household or household member meets your filter criteria. URL contains: fcsuite.com/erp/report/doner/rollup
If the URL does not contain rollup, that filter unrolled the report and is looking for single profiles that meet the criteria, rather than any profile in household. URL contains: fcsuite.com/erp/report/doner
This works for testing one filter. When you apply one filter that keeps the report rolled up, applying subsequent filters keeps the report rolled up but excludes results where the criteria is not on the household profile. For example, Mari has donated to the Parks Conservation Fund and has a Board Member Org Role. Mari's household profile does not meet either of these criteria. If you apply the Funit ID filter from the Donation_rollup Filters to the rollup report, the Alderidge household will be in the results. If you then apply the Org Role ID filter from Profile Filters, the report will remain rolled up, but the Alderidge household will not be in the results.