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Counting Actions

Last post 06-15-2009 12:17 PM by Laurel Quaintance. 2 replies.
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  • 06-12-2009 5:29 PM

    Counting Actions

    I use the Solicitor Action List dashboard and Action Summary Report to keep track of department activity. Why do I get a different number for total of actions between the dashboard and report?

     What fields do I need to complete on the Action Record for an Action to count toward a total?

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  • 06-15-2009 10:21 AM In reply to

    Re: Counting Actions

    This is a good question to ask Blackbaud or to check in their Knowledgebase.  They get these types of questions all the time (why doesn't this report give me the same info as this report?) and often have the answer in front of them.

    Another way to look at it is to compare them yourselves and see which is missing what actions and see if those actions have anything in common (marked completed, certain status, user to notify, etc.) you may never know until you do your own comparison.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 06-15-2009 12:17 PM In reply to

    Re: Counting Actions

    You may want to look at what detail under format you are using as your Summary Criteria. If you're using a field as criteria that is blank on some records it may not 'count' in the summary report.

    Laurel Quaintance
    Manager, Fund Development Services
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