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TOPIC: Annual Report

Annual Report 07 Aug 2012 13:58 #40827

  • hallisey
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Does anyone have a comprehensive query/export that will output an annual report. It is very time consuming to run discrete queries for each category then edit for duplicates and output to our publisher. I'm willing to tweak any crystal report if someone could get me started.

Thanks
Brian

Re: Annual Report 07 Aug 2012 15:36 #40829

  • jas.
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What you're asking really depends on what you put in your annual report. We just base it on total cash giving for the year (i.e., no pledges).

So for ours, I just export Sort Key, our Publish-As salutation, and summary gift information for the year. Then I pull the list into Access and write a Switch function that breaks it into categories. It looks like this:

Category: Switch([CnSmryGft_1_Total_Gift_amount]<1000,500,
[CnSmryGft_1_Total_Gift_amount] Between 1000 And 4999.99,1000,
[CnSmryGft_1_Total_Gift_amount] Between 5000 And 9999.99,5000,
[CnSmryGft_1_Total_Gift_amount] Between 10000 And 24999.99,10000,
[CnSmryGft_1_Total_Gift_amount] Between 25000 And 49999.99,25000,
[CnSmryGft_1_Total_Gift_amount] Between 50000 And 99999.99,50000,
[CnSmryGft_1_Total_Gift_amount] Between 100000 And 1000000,100000,
[CnSmryGft_1_Total_Gift_amount]>999999.99,1000000)

Then you can sort by that field, and we usually export it to excel so our Editorial and Graphic Design department can pull it all together easily.
james andrews
director of development services
philadelphia museum of art
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