Give Get Report

Sarah Fitzgerald

I need to do a report for our Board members that shows a column for the total of how much they personally gave and a column for the total of how much they are credited with as a solicitor. I have no problem with the 1st column but I am stumped on the 2nd.


Any ideas?  

JoAnn Strommen

Are board members listed as solicitors for their own gifts?  That would make it even easier.  I would run a Reports > Analytic > Solicitor Analysis Report with the board members selected as solicitors to report on.  You could use report as it generates (can set for new page for each solicitor) or export it to Excel. 


I use that report a lot.  Delete unneccessary columns.  Manually move board member gift to separate column or add it manually.

Sarah Fitzgerald

JoAnn Strommen:

Are board members listed as solicitors for their own gifts?  That would make it even easier.  I would run a Reports > Analytic > Solicitor Analysis Report with the board members selected as solicitors to report on.  You could use report as it generates (can set for new page for each solicitor) or export it to Excel. 


I use that report a lot.  Delete unneccessary columns.  Manually move board member gift to separate column or add it manually.

Thanks for the input. Yeah this was my first thought and I have done it this way in the past. My new boss, however, want the separate colunms and doesn't think there should have to be any manual intervention. She wants to be able to run this and have it come out this way first thing.

Marie Stark

Are you familiar with Crystal reports?

I created a report like this, but it is a Crystal report that is run outside of Raiser's Edge.

The solicited amount is in a separate export, and it is added as a subreport in the Crystal report.

Sarah Fitzgerald

Marie Stark:

Are you familiar with Crystal reports?

I created a report like this, but it is a Crystal report that is run outside of Raiser's Edge.

The solicited amount is in a separate export, and it is added as a subreport in the Crystal report.

 

Yes, I'm definitely not a super user but I have been able to put together a few custom reports some of which are pretty complex. Would you mind sending me a screen shot of your export and can you tell me what field you use as your connection of the subreport and main report? It would be most appreciated.  My email is sfitzgerald@ymcabosotn.org.​

Sarah Fitzgerald

Sarah Fitzgerald:

Marie Stark:

Are you familiar with Crystal reports?

I created a report like this, but it is a Crystal report that is run outside of Raiser's Edge.

The solicited amount is in a separate export, and it is added as a subreport in the Crystal report.

 

Yes, I'm definitely not a super user but I have been able to put together a few custom reports some of which are pretty complex. Would you mind sending me a screen shot of your export and can you tell me what field you use as your connection of the subreport and main report? It would be most appreciated.  My email is sfitzgerald@ymcaboston.org.​