Crstal Reports - Multiple Summaries of Gift Amount

Peter Mckay:

I'm trying to create a Development Revenue report in Crystal.  I want to have three columns summarizing income: Month to Date, FY to Date, Previous FY Total.  In the rows I want to group by appeal.  I am able to do the grouping just fine, and I am able to insert a summary for that group (with selection criteria like GF Date greater than or equal to 07/01/2012).  But when I try to insert an additional summary with different selection criteria (ex. GF Date less than or equal to 6/30/2012), I end up changing both summaries. 

Ideas?

 

Thanks 

 

Peter Mckay:

I'm trying to create a Development Revenue report in Crystal.  I want to have three columns summarizing income: Month to Date, FY to Date, Previous FY Total.  In the rows I want to group by appeal.  I am able to do the grouping just fine, and I am able to insert a summary for that group (with selection criteria like GF Date greater than or equal to 07/01/2012).  But when I try to insert an additional summary with different selection criteria (ex. GF Date less than or equal to 6/30/2012), I end up changing both summaries. 

Ideas?

 

Thanks 

 

Are you using formula fields for each column (Month to Date, FY to Date, LFY to Date) in your details section?

If so, in the details section, right click on each formula field and select Insert - Summary.  Then change the Summary Location to your group.

However, there might be an issue with this, it might total all gifts regardless of the criteria on the "column" fields.  Just difficult to know without seeing the report.

Check your totals and let us know if it is totaling everything and not just gifts in those date ranges.  If it is totaling everything you will have to use a Running Total instead of a Summary Total.  I can explain more if needed.