I went to generate letters to our contributors telling them how much they donated in 2015 that was deductible for their taxes. I discovered that total deductible contributions for last year is based upon our FY which is Jul - Jun.
Clearly, that number is worthless to most individuals since most people base their taxes on calendar year.
So is there an easy way to get it to be based upon CY?
As I write this and think about it, I guess the best answer would be to include another summary field for just that or maybe for this year, last year and year before. Most of year we really don't care about contributions by CY, just for the tax reporting thing.
There are, of course, a couple of other ways, tokens for example, to get the number. The nice thing about the summary fields is the ability to use them in searches so we can say only get the people who donated more than a certain amount and to only get people who made tax deductible donations. (Too bad the search form doesn't have a deductible checkbox. One has to wade through all their financial types and pick the ones that are.)