First of all, do you have CR set to save data with report? If you do it won't refresh things until you tell it to.

Second, did you tell CR to verify the database? That makes it look and make sure everything is up to date.

Also, the query the report is based on includes all funds and appeals, but does the export have any filtering in it? That could cause a problem.
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I usually use InStr.

InStr({field}, 'text')

evaluates to the position of the start of the string in the field, or 0 if it's not there.

If InStr({field}, 'text') <> 0
then 'true'
else 'false'

Peter's way is easier. I don't know why I've always used InStr.
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What are the tables STATIC_RECS_##### that are all over the db? Those aren't static queries? I've always assumed that was the case.
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tonyv68 wrote:


Yes, you sure can output to a file instead of going directly to letters. That's pretty much the only way we do things, since I hate messing around with RE's letter functionality.
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I don't think my SQL skills are up to being able to utilize this yet, but I will definitely keep it in mind!
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All that said, I will warn you that reporting on proposals does require some skill in Crystal or Access or whatever you're using. As Melissa can attest, we've been complaining about not being able to query, export, or report on proposals as individual records for a long time -- you have to export constituent records and select for the proposal information in your reporting software.

And let's not even get into the @#%^@! proposal solicitors field exporting as a semicolon-delimited concatenat
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Wow, that sounds really excellent. Is it possible for an amateur to do something like that, or does it require like, actual programming knowledge?
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We just use the standard batch number. But I'm wondering if part of the issue is having the text in there? Have you tried 2013-1560-525, and just keeping it all numbers?
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OK I may do this in several posts as I have time. Here's a thought, though: we don't use the classification/statuses, because many of our upper level donors are being solicited for multiple gifts at the same time. So we track prospect status through proposal status, and the same person may be in different stages of cultivation for different things at the same time.

As far as ratings go, unless you're decent at reporting, I recommend putting in the capacity and propensity ratings as two differ
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Crystal or access, yeah. Membership info is available under the constituent section of a participant export -- use that to export all the info you need, and create a report that shows what you need.

Have I mentioned recently that I like your username? Although it reminds me of better days, I'm sad to say.
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Glycerol wrote:


Crystal doesn't have too many problems with multiple data sources (I have a few that do this), although you can't do any server-side grouping or use SQL expressions in the report.

However, It's not possible to link a CR that uses two data sources in the custom reports module -- it'll error out when you try to run it. So if you do this, anyone who has to run this report has to have a full v
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Running that crystal.msi installer usually fixes that problem -- I haven't had it wreck a machine yet. I don't see much option other than giving it a try.
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A cash receipts journal might be the report you're looking for, or a gift detail and summary.

Either of those reports, though, isn't going to produce an importable file for your finance department; that's probably going to have to be an export that you set up. You'll need more information from them on what specific fields they need to have to make the import work, and then it should be fairly easy to make it happen.
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Harriet wrote:


Yes it does
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Glycerol wrote:


Oh, is it not a constituent export?

Can you do it as a constituent export? Then it's just a matter of adding that field, no double exporting needed.
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My first thought would be to export the first gift field from RE. Include gift import ID in both your YTD gifts and your first gift. Then in CR compare the gift import IDs.
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