Set Fiscal Year Rollups

Configure Your Fiscal Year

Follow these steps to configure your fiscal year.

1. Click , then click Setup.
2. From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year.
3. Select the Standard Fiscal Year radio button.
   

   Important NPSP does not support Custom Fiscal Years. You must select Standard Fiscal Year for NPSP rollups and reports to work properly.
4. Select the Fiscal Year Start Month based on your organization's fiscal year.
5. In the Fiscal Year is Based On field, choose The ending month.
   

   Important NPSP requires that your fiscal year setting be based on the ending month so that rollups calculate correctly.

   

6. Click Save.

Set Rollups Based on Fiscal Year

Learn how to configure Customizable Rollups to calculate based on fiscal year.

Note Watch the Nonprofit Salesforce How-To Series videos about NPSP Set Fiscal Year Rollups.

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Donations | Customizable Rollups.
3. Click Configure Customizable Rollups.
4. To use fiscal year for an existing rollup, in the row for the rollup, click the down arrow and then click Edit. To create a new rollup that will use fiscal year, click New.
5. Select the Use Fiscal Year checkbox.
   

   Note The Use Fiscal Year option only appears if the Operation field is set to Years Donated, Best Year, Best Year Total OR if the Time Frame field is set to Years Ago.
   
6. Click Save.

The rollup values update with the next nightly batch job.