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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.
Are you summarizing your report? If yes, is it by Fund or by Constituent?
I am not summarizing the report. It is basically just a list of Funds showing the contacts with addresses and phone numbers.
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!
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.
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
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?
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.
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.
I mean grouping not summarizing.
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?
also, what version of Crystal are you using?
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.
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?
you may want to post this on www.blackbus.org where people like Drew Allen will probably know the answer in 10 seconds flat.