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creating a report with yearly gift summary

Last post 04-25-2008 1:52 PM by Theresa Stufano. 3 replies.
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  • 04-22-2008 2:49 PM

    • Kathy Yopp
    • Top 500 Contributor
    • Posts 37
    • Organization: Hospice of the Western Reserve
    • Products:  The Raiser's Edge

    creating a report with yearly gift summary

    This is probably a stupid question but I'm stuck! I'm trying to create a crystal report that lists the donor's total gift amount for 2005, 2006, 2007, 2008 separately. When I use the summary option in export, it only lets me pick one date range and I can only use this field once. I can export this field and change the date range for each year but it changes them all. Am I doing something wrong? I'm starting to get really frustrated and I become useless after that...

    thanks for any help available.

     

     

  • 04-22-2008 11:43 PM In reply to

    • Naomi Harding
    • Top 25 Contributor
    • User Since: 1999
    • Posts 213
    • Organization: Blackbaud, Inc
    • Products:  Admissions and Registrar's Office 6, Blackbaud Direct Marketing, Blackbaud NetCommunity, Blackbaud Student Information System, Online Campus Community, The Education Edge, The Information Edge, The Raiser's Edge

    Big Smile [:D] Re: creating a report with yearly gift summary

    Hi Kathy, Have you tried grouping within your by constituent group by gift date and choosing to group by year? Naomi
    Naomi Harding
    Principal Educational Consultant – Professional Services
    Raiser's Edge, Education Edge, Crystal
    Blackbaud, Inc.
  • 04-25-2008 1:38 PM In reply to

    • Kathy Yopp
    • Top 500 Contributor
    • Posts 37
    • Organization: Hospice of the Western Reserve
    • Products:  The Raiser's Edge

    Re: creating a report with yearly gift summary

    great idea. Thanks, Naomi.

     

     

    Kathy

  • 04-25-2008 1:52 PM In reply to

    Re: creating a report with yearly gift summary

    Hi,

    You  can export more than one gift summary using different gift ranges so that you can see the comparitives from year to year. When you select the output that you want for the summary you get the screen that allows you to enter the specific date range. In order to add another output field for a different date range, you need to go to the top of the output fields listing and click on the first line. Then go select the total amount from the summary and you will get the option to add a different date range.

     

    I hope this helps. Good Luck ,

     Theresa

     

     

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