Crystal Reports Gift Report & Running Totals Not working

Kristen Hallock

Forgive me since its been years since I have used Crystal Reports regularly. I am trying to get a daily gift report working. Basically I have it hooked to my recordset and I put all of the basic gift fields in the Group section (Gift ID, Amount, etc...everything that doesnt repeat). Then in the Details section I put the Soft Credit recipients since I want those to be listed out (as many soft credit recipients as the gift has. 


When I go to the report footer to show the totals, its messing up. I want a total of gifts by payment type (business check, personal check, etc...) but the gifts that might have more than 1 soft credit are repeating. So if I have 2 gifts that were both paid by business check, but one of those gifts has 2 soft credit recipients, I am showing a total of 3 "Business checks" instead of just 2. Same with the gift amount. it is double counting it for that one gift that has multiple soft credits.


I'd appreciate someone pointing me in the right direction. I've tried changing the how it evaluates the field (right now its based on a formula when the payment method ="business check") and also when it resets (right now its never) but nothing is giving me the results I want.

Marie Stark

In a case like that you probably need to use Running Totals.

Kristen Hallock

I am using Running Totals, its just not working correctly since its double counting.

Alan French

I'm not the world's greatest with Crystal and don't have a copy in front of me to be able to test this out, but rather than doing the running total directly on the gift amount, could you create a formula that displays the gift amount if it's the first record in the details section and $0 if it's not, and then do the running total on the formula instead? No idea if that's actually possible or not!

Kristen Hallock

So I was able to find a solution. I decided to try grouping my report by Payment method (above the group by Gift ID). Then in the Group Footer for Payment Method, I put my Totals for # of Gifts and Amount of Gifts (for that specific payment method) there, and that seemed to work for the sum I had to evaluate it on the change of group, and reset it on the change of group.

Elizabeth Rich

If you have split gifts, you need to use fund total, not gift total.