Welcome to Forums Sign in | Join | Help | Forums
in Search


Duplicates

Last post 01-27-2009 9:09 AM by Drew Allen. 25 replies.
Page 2 of 2 (26 items) < Previous 1 2
Sort Posts: Previous Next
  • 01-26-2009 12:07 PM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Duplicates

    I'm using Crystal Reports version 11.  I'm grouping by fund, not by constituent.  I am basing the report on the fund relationship, not on the constituent code.  The export does not even include constituent code.  Interestingly, now that I've gotten the report to include all funds even if a constituent appears as the contact in more than one fund, those funds that only have one contact list the correct contact just one time.  Those funds that have more than one contact list all the contacts multiple times.  Ex. Fund X lists Joe Smith as the contact and only once.  Fund Y lists Joe Smith 4 times, Jane Doe 4 times and Joe Camel 4 times.

  • 01-26-2009 12:39 PM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Duplicates

    It sounds like you have multiple one-to-many relationships in your report, especially since each of the duplicates for a particular fund is appearing the same number of times.  You are probably getting a duplicate for every gift.  For your one example, you probably have only one gift, so the contact is only appearing once, but in the other example you probably have four gifts, so each contact is appearing four times—once for each gift.

    The best way to solve this problem is to move all but one of the one-to-many relationships to sub-reports.  If you want to do any kind of totals given, you'll probably want to keep gifts on the main report, which means moving the relationships to a sub-report.

    Drew

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 01-26-2009 12:58 PM In reply to

    Re: Duplicates

    I didn't realize that this report had gift information in it.  does it?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 1:10 PM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Duplicates

    No gifts.  Just funds and the notification contacts for the fund as determined by the fund relationship.

  • 01-26-2009 1:24 PM In reply to

    • Mark Zarbailov
    • Top 100 Contributor
    • User Since: 2000
    • Posts 77
    • Organization: Ethical Culture Fieldston School
    • Products:  Blackbaud NetCommunity, Online Campus Community, The Education Edge, The Financial Edge, The Raiser's Edge, The Researcher's Edge

    Re: Duplicates

    Could you post the export control report?

    Mark.

    Mark Zarbailov
    Director of Database Services
    Ethical Culture Fieldston School
    212-712-6240
  • 01-26-2009 1:40 PM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Duplicates

    I think I've figured out why it's doing this, but I still need help with how to fix it.  Joe Camel is a constituent.  He is the fund notification contact for Fund X and a fund notification contact for Fund Y.  But he is also a Scholarship Rep for Fund X.  My query that is used for the Export uses only a Criteria of Fund Relationship equals Fund Notification Contact.  If in the RE Export, I allow more than one in the criteria for Funds, then Fund X lists 2 Joe Camels and Fund Y lists just one Joe Camel.  The Fund field is the only field in the RE Export Output tab that will allow me to edit criteria (other than Addressees).   If in the RE Export, I only allow one Fund in the criteria selection then only Fund X appears in the list and Fund Y is not there.

    Note that in the RE Export Output, the criteria for Fund says, "For each constituent, enter the number of fund relationships to export"...    This is the problem.  I only want the one fund relationship called fund notification contact to export for each constitutent, but I want it to export for each of the funds that the constituent is a contact for.

    Thanks for all the responses.

     

  • 01-26-2009 2:18 PM In reply to

    Re: Duplicates

    I would try suppressing the details if relationship = scholarship rep.  Do you know how to do that?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 2:28 PM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Duplicates

    That sounds like a plan.  I'm not really sure how to do it, but I can play with it and try to figure it out.  If you can give me quick tips, that would be great.  Everyone has been very helpful and responsive today.  I do appreciate it.

  • 01-26-2009 2:51 PM In reply to

    Re: Duplicates

    go to format section (for details).  check the box next to suppress - then click on the X-2 button to specify when to suppress it.  Wire a formula for if (relationship) = "scholarship rep" or whatever it is.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-27-2009 8:24 AM In reply to

    • Nancy Williford
    • Top 500 Contributor
    • Posts 22
    • Organization: Community Foundation of Frederick County
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Duplicates

    It's still not working as it should.  I've tried to group by the relationship so I can suppress the whole Scholarship rep group, but that didn't do it either.  I think I'm close, but I'll keep working on it.  If anybody has any new ideas, please let me know.  Thanks.

     

  • 01-27-2009 9:09 AM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Re: Duplicates

    If every fund has the "Fund Notification Contact" and you only want those relationships to appear, then use the Select Expert to select only those relationships.

    Drew


    J. Drew Allen
    The Children's Hospital of Philadelphia
Page 2 of 2 (26 items) < Previous 1 2