I am brand new to crystal reports

Allison Huggins 3

Does anyone have a crystal report (with RE) that pulls on a date range and fund.  Showing constituent name, gift constituent code, fund, date and gift amount for all types of giving.  Please help me.  I have asked support at Blackbaud and there is no report that gives me all of what I need.


Please contact me at ahuggins@atlantaspeechschool.org or 404-233-5332 x3191

Cathleen Mai

How about you just modify the existing report in Crystal, instead of creating your own,see prior discussion here:

https://community.blackbaud.com/forums/viewtopic/151/42195


 

John Heizer

Why do you think you need the complexity of CR for this?  A canned Gift Detail and Summary Report can be configured to give all the information you listed, otherwise a simple Export to Excel should get everything you're looking for.

Cathleen Mai

John,

The gift detail and summary report gives you the data, but I found that users often want it grouped by Fund/ Campaign etc. and still have the names as details.

The canned report gives you either a not grouped list with the donor names or a grouped summary without the donor names.

Not sure if this was the problem was here.

And yes, export can do this as well.