So this is a use-case requested by a non-profit org ("NPO"). They are using a variant of LYBUNT ('Last year but unfortunately not this year and SYBUNT ('some years...") report to track donations. There are several issues to consider for this particular ask. The first is that the NPO wants the reports to track fiscal year donations. This means that the org should have fiscal year enabled. Assuming it is enabled, the complexity is picking out accounts that had donations last FY and did not make any donation this FY OR ANY OTHER combinations thereafter. It is somewhat complex on the CRM side. (This would be a breeze using the Einstein / Tableau CRM platform but we will reserve that discussion for another day.) Illustratively, given the following donation records for account A and B, last FY being June1, 2019-May 30,2020 the report should pick out only account B if you want donations last FY year and donations this year. In addition, one can use the logical operators of <,>,== to create other variations.(ie no donations LY, but this FY,etc.)
Account A , donated $100 with CloseDate = June 2,2017
Account B, donated $50 with CloseDate = June 2, 2019
Account B, donated $10 with CloseDate = Jan 20,2021
Account C, donated $75 with CloseDate = June 5, 2019
Here are the steps:
1) create a custom field "lastFY" with a rollup summary formula. This resolves to number datatype and is a rollup summary from the opportunity object (aka donations in the NPSP app). The snip of the formula is below.
2) create a report with the following filters. By varying the logical operators, you can create different reports as described above.