Looking for the best way to show how our current Campaigns Funds and Appeals are nested

Owen Gibson

Hi RE users


As an organistion we are looking at how our Campaigns, Funds and Appeals are linked and 'nested' - can anyone recommend best practice for pulling this information out of RE and also any ideas on a good way of displaying the information that is easy for people to view how the Campaign-Fund-Appeal 'trees' can be shown?


Any help would be much appreciated.


Kind Regards


Owen


 

Karen Stuhlfeier

 That's an interesting question. I would create a query with the query type of "Appeal". The criteria could simply be: Appeal is inactive equals no. I would then put the Campaign,Fund and Appeal descriptions into the output. I would sort the list by Campaign, Fund and then Appeal. I just did this with my database and I can export the results to show how all of them are connected. 

 

 

Owen Gibson

That's worked really well - thank you - and the bonus is it's picked up some appeals I need to mark up as inactive!


Next thing I was looking to do was organise the campaigns, funds and appeals in some sort of mapping/graphing software so you can drill down from campaign to a fund and then see the appeals beyond - big ask but has anyone done anything similar?


Thanks again


Owen

Alan French

I've not used it with campaigns but Crystal Reports will let you group records and then drill down into a particular subset.

Karen Stuhlfeier

 I also found a few things to clean up so thanks for asking the question!

John Heizer

Owen Gibson:

That's worked really well - thank you - and the bonus is it's picked up some appeals I need to mark up as inactive!


Next thing I was looking to do was organise the campaigns, funds and appeals in some sort of mapping/graphing software so you can drill down from campaign to a fund and then see the appeals beyond - big ask but has anyone done anything similar?


Thanks again


Owen

There's nothing in RE or Crystal Reports to do this automatically from data in RE but you can use the Organization Chart functionality of Visio generate what you're looking for.  You'd just substitute the Campaign, Fund, and Appeal names for employee names and supervisors.

https://support.office.com/en-us/article/Create-an-organization-chart-automatically-from-employee-data-8f2e693e-25fc-410e-8264-9084eb0b9360