Prospect Report

Erica Esson 2 · February 2016

I'm setting up a new Prospect report using Crystal Report and want to group by Financial Info, Ratings, Interests, Won’t give to, and Other Gifts. I can’t find the unique key for each of these group. The IDkey doesn’t work.
Any help would be greatly appreciated.

Alan French · February 2016

Hi Erica, apologies if I've misunderstood your post but it sounds like you're grouping on the IDKey field itself? The IDKey will be unique for each financial info/rating/interest etc. so grouping on it wouldn't work as each group would contain only one rating (a new group is created when the IDKey changes).

You would be better grouping on a field such as Category or Information Type - something that is common to multiple records. Happy to chat if that's not clear or I'm barking up the wrong tree

Erica Esson 2 · February 2016

Alan French:

Hi Erica, apologies if I've misunderstood your post but it sounds like you're grouping on the IDKey field itself? The IDKey will be unique for each financial info/rating/interest etc. so grouping on it wouldn't work as each group would contain only one rating (a new group is created when the IDKey changes).

You would be better grouping on a field such as Category or Information Type - something that is common to multiple records. Happy to chat if that's not clear or I'm barking up the wrong tree

Hi Alan, Thanks for your response. I tried grouping by information Type, Other Gift_Date_Given and it repeats other gift given for each information type.

I would like the report to show in separate group.(Financial Information, Ratings, Gifts to other Organization) Blackbaud Analytics - WP Blackbaud Analytics - WP XYZ ABC Green

Financial Info:

Real Estate - WP

Securities - WP

Gifts to other Org:

1999

2004

2005

This what is what I’m getting:

XYZ ABC Green Blackbaud Analytics - WP XYZ ABC Green

Blackbaud Analytics - WP

Real Estate - WP

1999

2004

2005

Securities - WP

1999

2004

2005

Prospect Report

Comments

Categories