Staff Fundraising Metrics- Action Solicitor and Assigned Solicitor
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Hi, I'm trying to write a Crystal report that displays # meetings, # prospects and dollars raised for each Staff Person assigned to a Prospect. I was hoping I could do a Group by Action Solicitor and Assigned Solicitor and it would appear correctly on the detail line but it doesn't seem to work that way because the fields are different.
I would like to group by Action Solicitor instead of who they are assigned to in case they visit someone not assigned to them. But also show a count of prospects assigned to them on the detail line.
I tried a sub report and had Assigned Solicitor linked to Action Solicitor but I don't get any results in the sub report. Do I need to import a different database file and try to link the action with the assigned solicitor?
Does anyone have an easy way to do this? I've seen some previous posts using subreports and some using Excel. I guess I'm trying to find the best solution.
Thanks for any help!
Carol Grant
Middlebury College
Middlebury, VT
I would like to group by Action Solicitor instead of who they are assigned to in case they visit someone not assigned to them. But also show a count of prospects assigned to them on the detail line.
I tried a sub report and had Assigned Solicitor linked to Action Solicitor but I don't get any results in the sub report. Do I need to import a different database file and try to link the action with the assigned solicitor?
Does anyone have an easy way to do this? I've seen some previous posts using subreports and some using Excel. I guess I'm trying to find the best solution.
Thanks for any help!
Carol Grant
Middlebury College
Middlebury, VT
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Have you tried an action query and export to create the report?0
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