Specific Prospect Ratings in Crystal Report

Cammi Derr

I have a feeling I know the answer to this, but maybe I am wrong.  I want to use a specific prospect rating value (capacity) in a portfolio report I am writing.  I thought maybe I could create a formula in crystal to say something like "if major giving capacity category = "Major Giving Capacity Value - WP", major giving capacity description", but it's not working.


I'm having a similar problem with the assign solicitor value because there are other types like "Prior", etc and I'm getting duplicate rows in my detail.


Has anyone found anything that will get these prospect ratings out other than just adding them as attributes in our database?


 

Joshua Bekerman bCLO bCRE

Hi, what's not working with this?


if major giving capacity category = "Major Giving Capacity Value - WP", major giving capacity description"


For the solicitor value you'll probably need to use a subreport, or maybe a formula.  Difficult to say without more details about your data file and report.


 

Cammi Derr

Joshua Bekerman bCLO,:

Hi, what's not working with this?


if major giving capacity category = "Major Giving Capacity Value - WP", major giving capacity description"


For the solicitor value you'll probably need to use a subreport, or maybe a formula.  Difficult to say without more details about your data file and report.


 

In export, there is no option to select only the major giving capacity value, so you have to select more than one column on the category "Blackbaud analytics - WP".  I have a formula that will display the value in my report, but duplicate rows are are also displayed because of all the other values.  Is there some switch I can enable that will remove the duplicate rows or will I have to create a subreport there too??

Cammi Derr

Joshua Bekerman bCLO,:

Hi, what's not working with this?


if major giving capacity category = "Major Giving Capacity Value - WP", major giving capacity description"


For the solicitor value you'll probably need to use a subreport, or maybe a formula.  Difficult to say without more details about your data file and report.


 

Thanks Josh, with your help, I just answered my own question.  I'm not a pro at Crystal yet, but it's coming.

James Andrews

Cammi Derr:

I have a feeling I know the answer to this, but maybe I am wrong.  I want to use a specific prospect rating value (capacity) in a portfolio report I am writing.  I thought maybe I could create a formula in crystal to say something like "if major giving capacity category = "Major Giving Capacity Value - WP", major giving capacity description", but it's not working.


I'm having a similar problem with the assign solicitor value because there are other types like "Prior", etc and I'm getting duplicate rows in my detail.


Has anyone found anything that will get these prospect ratings out other than just adding them as attributes in our database?


 

The problem is you have a bunch of ratings in your data, and your formula is only evaluated once. So Crystal is like, is the capacity value WP?  And it looks at the first one and it says, NOPE. and moves on.


Your best bet in this situation is to create a subreport, and in the subreport record selection only choose the rating you want.  Same with solicitors.