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Multiple proposal notes

Last post 01-02-2009 5:46 PM by Jason Want. 1 replies.
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  • 12-30-2008 6:21 PM

    Multiple proposal notes

    I'm working on a report that includes proposal information.  I have setup the export to export 10 "notes" for each proposal.  I have included the CnPrProp_1Note_1_Actual_Notes field in my report.  When I run the report it only returns the first note from the proposal.  I have tried to develop a subreport using various combinations of the CnPr, CnPrProp_1 and CnPrProp_1Note_1 tables without much success.

    What methods have you folks successfully used to include multiple Notes in a report?  Thanks in advance!

  • 01-02-2009 5:46 PM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: Multiple proposal notes

    David,

    I haven't had to make a report with these same fields, but I have created something similar.  And, I will need to create a proposal report in the next two weeks.  Perhaps we can work together. 

    Last year, I created something similar to a constituent profile report in Crystal.  The report was grouped three times, first on a constituent attribute category, second on constituent name, third on gift date.  But, in the second group header, I put a sub report to display the constituent's individual relationship (contact) records.  The sub report was grouped on individual relationship name.  All the fields are placed in the group header, and there is nothing in the details section of the sub-report.  I also used formula fields within a record selection formula to match the correct individual relationship records to the correct constituent.  This is were my memory fails me, and I can't recall the details of how this worked.  I haven't had time to reverse engineer the report yet, but I think I will have to in order to replicate the concept to include proposal notes and actions for the new proposal report.

    I imagine you have put the proposal name field in the details section of your main report, and perhaps you have grouped your main report by constituent last name or sort key, is this right? What other grouped sections are you using?  I'm thinking of creating two sub-reports for proposal notes and actions.  I'll then try to use the record selection formulas to limit the notes and actions for the correct proposal.  But I can't picture what the formulas might be, or to place the sub-report on which group header or footer.

    I'll be working on this report toward the end of next week.  I'll be able to offer more help then, but feel free to ask more questions until then.  Good luck!

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
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