Count of Gift Officer Relationships and Action Note Types

Teri Jensen:

I have worked with Crystal Reports 8.5 but it has been a while. I have read many posts both here and elsewhere on the internet. I have tried several of the solutions and they don't seem to work.

 

Here is a mockup of what I have/need:

Gift Officer# of Managing Relationships# of Assisting RelationshipsProgress from Managed RelationshipsProgress from Assisting RelationshipsProgress by Department# of visits of Note type 1# of visits of Note type 2Jane Smith285$1,500,907$263,000$5,300,4327538John Public13510$   750,320$135,000$2,007,16480102Sophia Doe956$   380,679$  55,620$3,500,6204592

 

Need a report on each Gift officers' counts of their managing relationships, assisting relationships, and the two types of visits. Also, a summary of how much each gift officer's relationships have brought in. Then the department $ summary of each gift officer.

 

Query Criteria for Export=Assigned Solicitor Type one of Assisting Officer, Relationship Manager AND Gift GL Post Date between 6/1/12 and 5/31/13

 

I think If you help me solve for one of the counts, the others should all be the same

So you have a group on Solicitor.

Create a running total. The field you're summing is Sort Key, or Relationship IDKey, or Constituent ID.

Evaluate using a formula. The formula would be something like,

{solicitor type} = "managing" and (isnull ({date to}) or {date to} = "")

reset the field on change of Solicitor group.

Then put that running total in the footer of the Solicitor group. Then do similar things for each of your other criteria. Give it a shot and see if it works for you.