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Duplicates

Last post 01-27-2009 9:09 AM by Drew Allen. 25 replies.
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  • 01-26-2009 9:16 AM

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

    Duplicates

    I am new to Crystal Reports and am trying to make a report to use in RE as a Custom Report.  We have over 600 funds and have constituents in RE designated as Fund Notification Contacts both under Constituent Codes and as a relationship to the fund that they are the notification contact for.  I have a constituent query and an export that extracts the information I want.  Each fund is pulled out with the contact(s) for that fund with addresses, phone numbers and email addresses.  My problem is that with the Crystal Report, I can get it formatted to look like I want it.  It works great for some of the contacts.  But when a constituent is the contact for more than one fund, only one of the funds shows up in the report.  If I change the export to allow for more funds per constituent, then the constituent shows up more than one time for each fund that they are the contact for. 

    What can I do to correct this?  Thanks for your help.

  • 01-26-2009 9:50 AM 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

    Are you summarizing your report? If yes, is it by Fund or by Constituent?

    Mark Zarbailov
    Director of Database Services
    Ethical Culture Fieldston School
    212-712-6240
  • 01-26-2009 10:16 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

    I am not summarizing the report.  It is basically just a list of Funds showing the contacts with addresses and phone numbers. 

     

  • 01-26-2009 10:35 AM In reply to

    Re: Duplicates

    You will have to let more than one fund export per constituent, then if you create a group in the report for the fund this should get rid of the duplicates, but Joe bloggs will appear once under x fund and then again under y fund.  You can also supress the group if you do not want it appear.  I hope that works!

    Charlotte Ory
    Raisers Edge Consultant and Trainer

    07834 407 858
    charlotte@charlotteoryconsulting.co.uk
    www.charlotteoryconsulting.co.uk
  • 01-26-2009 11:26 AM 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

    If you are not summarizing this report, then right click on the duplicate field on the report, choose format field and under common tab check suppress if duplicated checkbox. Also, you might want to order the report by the duplicate field. If you do not want to do this step, I would advise you to group the report by constituent. Once you have the group, place all constituent related information within this group; for example, address, phone, email, etc. Then place fund information within the detail section of the report.

     

    Mark.

     

    Mark Zarbailov
    Director of Database Services
    Ethical Culture Fieldston School
    212-712-6240
  • 01-26-2009 11:28 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

    I think that you actually want to create the group on the constituent rather than the fund.  Put the constituent info in the group header/footer and the fund info in the details.

    Drew

    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 01-26-2009 11:36 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

    Exporting more than one fund export per constituent helped in that now all funds appear with the notification contacts which is what I want.  However, the contact still appears more than once under some funds, but only once under other funds.  Very strange.  Any ideas on what I've done wrong now?

     

  • 01-26-2009 11:43 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

    Because the list is to help us easily access information on who to notify when we receive a contribution to a fund, it needs to be grouped by fund.  When we receive a contribution, we run the report which is sorted alphabetically by fund, and find the fund with the information on all those that need to be notified.  Sometimes there are several contacts for one fund.

  • 01-26-2009 11:44 AM In reply to

    Re: Duplicates

    Are you summarizing by constituent or by fund?  If by constituent ,how can the person appear "under" more then one fund.  It should list the constituent only once with a list of funds underneath them.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 11:44 AM In reply to

    Re: Duplicates

    I mean grouping not summarizing.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 11:48 AM In reply to

    Re: Duplicates

    I am confused by your first posting.  Are you basing this report on a fund relationship or on a constituent code (or both)?  Have you checked to be sure that these "duplicates" do not actually have two relationships by accident - or both a relationship and a constituent code?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 11:52 AM In reply to

    Re: Duplicates

    also, what version of Crystal are you using?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 11:52 AM 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

    Then just group the report by fund. All information related to fund would be displayed within the fund group, and in details (or you might want to have a second group for constituents) display information within related to a constituent.

    Mark Zarbailov
    Director of Database Services
    Ethical Culture Fieldston School
    212-712-6240
  • 01-26-2009 12:00 PM In reply to

    Re: Duplicates

    I think we all need to re-read her original post.  We are not ansering the question.  When she groups by fund some of the contacts have their name listed twice.  What could cause that?  True duplicate relationships/records in RE, wrong table join type in Crystal, anything else?

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-26-2009 12:02 PM In reply to

    Re: Duplicates

    you may want to post this on www.blackbus.org where people like Drew Allen will probably know the answer in 10 seconds flat.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
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