--- schema_version: "1" id: 52bafda18193cf29725e50b9611198a3c7cd8ee7034cc6f9b68767332f9eea82 title: Customizable Rollups Overview collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_customizable_rollups_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_customizable_rollups_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 89453983f06b669519e58b88040b6e75ad47a3c4859b020e025b7a9704b7cf76 description: 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. products: - Nonprofit release: "264" --- # 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. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Watch the Nonprofit Salesforce How-To Series video: [Customizable Rollups Overview](https://www.youtube.com/watch?v=307itOn2bvM). 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_rollups_overview.htm&release=264.0.0&type=5 "Rollup fields are custom fields that display information from other related records, including aggregate totals. To think of this another way, rollup fields allow information from Opportunities or Payments to automatically \"roll up\" and appear on a related Account, Contact, General Accounting Unit, or Recurring Donation records."), 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_customizable_rollup.htm&release=264.0.0&type=5 "Find out more about customizable 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. They are enabled by default in new NPSP Trials starting with version 3.155 (May 2019); all other orgs just need to [turn the feature on](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enable_customizable_rollups.htm&release=264.0.0&type=5 "Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them."). 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](https://help.salesforce.com/articleview?id=administration_about_advanced_currency_management.htm) 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&release=264.0.0&type=5 "Answers to common questions about NPSP, its limitations, and how it works for international nonprofits.") 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. ## See Also [Customizable Rollups and Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_softcredits.htm&release=264.0.0&type=5 "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.") [Hard Credit vs. Soft Credit Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_hard_vs_soft_cred_rllps.htm&release=264.0.0&type=5 "Understanding how NPSP determines what data rolls up to a hard credit or soft credit Customizable Rollup can be confusing.") [Enable Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enable_customizable_rollups.htm&release=264.0.0&type=5 "Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them.") [Create Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_customizable_rollup.htm&release=264.0.0&type=5 "Find out more about customizable rollups.") [Customizable Rollups Recipes](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_recipes.htm&release=264.0.0&type=5 "Welcome to the Customizable Rollups Recipes cookbook!") - **[Customizable Rollups and Soft Credits](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_softcredits.htm&release=264.0.0&type=5)** 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. - **[Hard Credit vs. Soft Credit Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_hard_vs_soft_cred_rllps.htm&release=264.0.0&type=5)** Understanding how NPSP determines what data rolls up to a hard credit or soft credit Customizable Rollup can be confusing. - **[Things to Know Before Enabling Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_before_enable_custom_rollups.htm&release=264.0.0&type=5)** If you're starting from an NPSP Trial in version 3.155 (May 2019), Customizable Rollups are enabled by default. All other orgs will need to enable Customizable Rollups. - **[Test Customizable Rollups in your Sandbox](https://help.salesforce.com/s/articleView?id=sfdo.npsp_test_custom_rollups.htm&release=264.0.0&type=5)** Before enabling Customizable Rollups in your Production org, we highly recommend testing and validating the results in a Full or Partial Sandbox. The best way to validate rollup values after enabling Customizable Rollups is to use field history tracking. - **[Enable Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_enable_customizable_rollups.htm&release=264.0.0&type=5)** Turn on functionality to define which fields to roll up and the filters to use. If Customizable Rollups aren't necessary for your organization, disable or reset them. - **[Create Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_customizable_rollup.htm&release=264.0.0&type=5)** Find out more about customizable rollups. - **[Create Filter Groups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_create_a_filter_group.htm&release=264.0.0&type=5)** Find out more about creating filter groups. - **[Configure Soft Credit Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_soft_credit_match_gift_rollup_settings.htm&release=264.0.0&type=5)** Find out more about configuring soft credit rollups. - **[Convert Opportunity Rollups into Payment Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_convert_opp_rollups.htm&release=264.0.0&type=5)** You can easily convert Opportunity rollups into Payment rollups just by changing a few fields. - **[Batch Job Modes for Customizable Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_jobs.htm&release=264.0.0&type=5)** Cusomizable Rollups are calculated by a series of batch jobs. These batch jobs run in one of three modes: Non-Skew Mode, Skew Mode, or Incremental Mode. - **[Customizable Rollups Recipes](https://help.salesforce.com/s/articleView?id=sfdo.npsp_custom_rllps_recipes.htm&release=264.0.0&type=5)** Welcome to the Customizable Rollups Recipes cookbook! - **[Set Fiscal Year Rollups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_set_fiscal_year_rollups.htm&release=264.0.0&type=5)** NPSP supports rollups and reports based on your organization's fiscal year, as long as you configure your fiscal year according to the instructions below.