Report Not Pulling Correct

Michele Thompson 2

Hello!


I have a report that is driving me crazy (it is actually a Thank You letter that was done in Crystal before I came here)! The Query is pulling correct with gift date (between), gift receipt amount <=$1.00. The export even runs correct--I get 54 records. NOW, when I go to the report and run the report that is connected to the export/query, it is pulling 72 records and is also pulling those with a a gift receipt amount of $0. I can't find anything in my report that uses the total. It is actually a letter that is written pretty much in formula - thank you letters to donors to athletic fund donors. I can't figure out why this is happening. Any thoughts/suggestions?  THANK YOU! 

Chester Bammel

Try going into your filters and adding a filter for Gift Receipt Amount > 0.  I don't know if the <= 1.00 is in a filter or a formula, but you could use the AND if it is in the filter:


GiftReceiptAmount > 0

​AND GiftReceiptAmount <= 1.00

 

Michele Thompson 2

Thank you Chester! Whee are you saying I should do this? In the export I have the filter set to Gift receipt amount Starts at $1.00. Do I need to do this somewhere in the Crystal Report too?


Thanks againg!

Michele

Chester Bammel

Hi Michele,

​No.  I just did not know where you were doing your filtering, whether it was in the selection filter or in a formula.  Here's the issue.  Zero (0) is less than $1.00.  So, it qualifies under the filter and is included.  If you do not want zero amounts to be seen, then you need to have a second filter to exclude amounts that are exactly equal to 0.  Hope that makes sense.  (If your original message was a typo and it should have been amounts greater than or equal to $1.00, then that's a different story.) 



 

Michele Thompson 2

Chester Bammel:

Hi Michele,

​No.  I just did not know where you were doing your filtering, whether it was in the selection filter or in a formula.  Here's the issue.  Zero (0) is less than $1.00.  So, it qualifies under the filter and is included.  If you do not want zero amounts to be seen, then you need to have a second filter to exclude amounts that are exactly equal to 0.  Hope that makes sense.  (If your original message was a typo and it should have been amounts greater than or equal to $1.00, then that's a different story.) 



 

Yes, it is supposed to be Receipt Amount greater than or equal to $1.00. I am so stumped! I've run the query. It is correct! When I run the report, I am getting the $0 receipt amounts. On the Export, I don't see a way of adding a filter based on Receipt Amt. I can do gift amount, but not receipt amount. I am stumped as to why the Query is correct  but the report runs incorrect. So frustrating! I've spent hours on this trying different things, to no avail. :-(

Chester Bammel

Michele, would you mind sending me a copy of your .rpt file?  Not sure if I will be able to spot the issue, but I'd be glad to try.


cbammel@shsu.edu

 

Joshua Bekerman bCLO bCRE

What type of query and export are you using, Gift or Constituent?

Michele Thompson 2

They are both Constituent.

Joshua Bekerman bCLO bCRE

That's probably the issue.  I think the easiest way to fix this is:

1. Create a Gift Query with the same gift date and receipt amount criteria.
2. In the Export, right-click the Gifts header and select "Criteria"  This will open the Gift Criteria window
3. On the Filters tab, the bottom filter is Query, change Include from All to Selected and then click the binoculars button.
4. Select the Gift Query that you created in step 1 above.
5. Save and cose the export
6. Run your report.
7. Have a nice Thanksgiving.