Crystal Reports Samples

Beatrice Johnson

Good Afternoon All,


I'm new to using crystal reports and wondered if anyone has attempted to create a KPI using crystal reports? If so, would you mind sharing your report?


Thanks so much!!


Beatrice

Joshua Bekerman bCLO bCRE

Hi Beatrice, do you already have a set of KPIs defined?  I have a bunch of report samples but I'm not sure what type of data you are using for your indicators (gifts, actions, proposals, etc.).


Thanks,

Josh

 

Beatrice Johnson

Hi Josh,


Yes, I have several kpi queries set up that we currently export into excel spreadsheets, which compile using formulas. Our previous direct created the spreadsheet and our current director isn't savy with formulas or excel. So I was asked to see if I can come up with a better long term option.

Beatrice Johnson

Joshua Bekerman bCLO,:

Hi Beatrice, do you already have a set of KPIs defined?  I have a bunch of report samples but I'm not sure what type of data you are using for your indicators (gifts, actions, proposals, etc.).


Thanks,

Josh


 

Hi Josh,


Yes, I have several kpi queries set up that we currently export into excel spreadsheets, which compile using formulas. Our previous direct created the spreadsheet and our current director isn't savy with formulas or excel. So I was asked to see if I can come up with a better long term option.

Beatrice Johnson

Joshua Bekerman bCLO,:

Hi Beatrice, do you already have a set of KPIs defined?  I have a bunch of report samples but I'm not sure what type of data you are using for your indicators (gifts, actions, proposals, etc.).


Thanks,

Josh

 

Hi Josh,


We are using, Caresites, Service Lines, Donor Categories, Moves, Actions, Donor transactions and Fundraising Activities (Appeals). Does that help?