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Crystal Report Year to date

Last post 04-07-2009 2:39 PM by Laurel Quaintance. 1 replies.
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  • 04-06-2009 3:00 PM

    • Ann Quan
    • Not Ranked
    • Posts 2
    • Organization: Head-Royce School

    Crystal Report Year to date

    Hello,

     Does anyone have a Crystal Report template that they use to capture multiple year Annual Fund Campaigns that include the following info: Total Cash, Total outstanding pledge, # of donors, # of gifts, goal, and % of goal, and average $ per donor.  In addition, the report would capture 3 other campaigns that are distinct, and would include the current years' numbers and 2 years out ($ totals only).  This is a summary report that I have been creating using an excel template but I would have to run several reports from Gift Detail and Summary in RE and inserting into excel to do the calculations.

     Thanks!

     Ann Quan

    Database Manager

    Head-Royce School

    aquan@headroyce.org

     

  • 04-07-2009 2:39 PM In reply to

    Re: Crystal Report Year to date

    Have you looked at Demographic and statistical reports/comparisons & summaries? It would be almost the same exact report - I would run it with Total Cash Gifts - export it to excel and add a column for Pledge Balance and run a second report with the same information but with Pledge gift types and  use pledge balance instead of gift amount.

    Should take 5 minutes tops to do

    Laurel Quaintance
    Manager, Fund Development Services
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