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HELP PLEASE! Donor Counts in a Crystal Report

Last post 12-16-2003 2:59 PM by Daniel Sloane. 6 replies.
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  • 12-15-2003 11:06 AM

    HELP PLEASE! Donor Counts in a Crystal Report

    I'm fairly new at Crystal but have managed to pick up quite a bit in the past week. I've been asked to produce a fairly extensive report containing every donor to our ourganization in the past 10 years. The report is grouped by giving levels (grouped by highest annual giving over 10 years). Within each group, each individual donor is listed on a separate line with their annual giving for each of the past 10 years. At the end of the line is their cumulative giving over 10 years. I've managed to accomplish all of this, but here comes the part where I start to freeze up... At the bottom of each group is a summary of the giving for each year. Not a problem. In addition, they need total # of donors, total # of donors who gave, total # of lapsed donors, total # of new donors. If there are 10 people on the group, but only two gave ten years ago, then the count should only be two donors. If the next year, those two gave plus one more, the total # of donors should be 3 and new donors equals 1. How can I get RE to spit out these counts for me to use in a crystal report? I'd be happy to share a sample document but I'm unable to post files here. I'm in a huge time crunch soi any assistance would be EXTREMELY appreciated. Many thanks. Daniel Sloane [Email Removed] The University of the Arts
  • 12-15-2003 11:18 AM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    It sounds like you need to create a formula in the detail section, something like if amount1<>"" then 1 else if amount ="" then 0. The field can be invisible in the detail section and then do a sum, not a count, of this field. Not seeing your actual report, I think this might work for you. Good luck.
  • 12-15-2003 12:54 PM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    Maybe you could export the First Gift date from RE and use that to determine who are the new donors for each year? Wendy Rens Database Administrator Jews for Jesus
  • 12-15-2003 10:10 PM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    I'm still not sure that helps. Here's an example of a sample report that I'm working from: http://www.lionsdenweb.com/sample/giving.htm  Daniel Sloane [Email Removed] The University of the Arts
  • 12-16-2003 9:06 AM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    Have you tried creating a formula for each year summary field? The formula does not have to be visible. Here's a sample: if {field name for 1989/90 amount}>1 then 1 else if {Field name for 1989/90 amount}=1 then 0 Then in your report or group footer, do a sum, not a count, off this formula for each field.
  • 12-16-2003 9:09 AM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    Sorry, the formula should be: if {field name for 1989/90 amount}>1 then 1 else if {Field name for 1989/90 amount}=0 then 0 I had the second part of it with =1 instead of =0.
  • 12-16-2003 2:59 PM In reply to

    HELP PLEASE! Donor Counts in a Crystal Report

    From your WONDERFUL idea, I was able to do everything I needed. It's always the simplest answer that works best! Here's what I did... Working from your solution, I created supressed fields for each record. If the annual total was more than 0, I gave it the calue of 1, otherwise it was 0. From that, I was able to devise all sorts of fun formulas to determine if it was a new donation that year, if the donor had lapsed, etc. Thanks for the creative jump-start!! Daniel Sloane [Email Removed] The University of the Arts
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