Exclude gifts/proposals from totals without excluding from reports altogether

Aaron Tabak

My organization uses Crystal Reports to track expected and received proposals. Recently, some of my colleagues here have asked me if I can put together a list of all proposals that are currently active in our system. They'd like declined proposals to appear on the reports, but not be included in the cumulative totals. Is it possible to filter the totals without removing those proposals from the report altogether?

John Heizer

What I tend to do is create a Formula something like:



IF I want to count this gift

THEN AmountToCount = GiftAmount

ELSE

AmountToCount = 0



I then total on the AmounToCount

 

Mike Furlong

Another option would be to create your totals in a SubReport and use a filter to filter out the declined proposals.  Feel free to message me if you have questions on how this is done.



 Mike