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Create a report of all contacts who has an opportunity with cummulative amount of 1000 or more in FY13.
We don't have a field that calculates cummulative amount on contact. Is there any other way I can pull this data without having a trigger created to populate cummulative amount for each FY?
Hi Nehaa, as far as my knowledge goes there only two ways to acheive this 1. using dataloader by doing the math of cumulative amount for each contact in csv file externally and do a mass update. 2. Using triggers to calculate the cumulative amount of all opportunities associated with it. Unfortunately, I cannot think of any other ways of accomplishing your requirement.
Saurabh DhobleSaurabh Dhoble
Your requirements are unclear - you want all contacts whose total amount across all opportunity they are on for 2013, is 1000 ?
Do you want all contacts who have at least one opportunity whose amount is 1000

Can you clarify.

I mean sum of all donations for each contact.

Saurabh DhobleSaurabh Dhoble
you can create a rollup summary field. in the filter condition, filter for year = 2013. let me know if this works.