HELP NEEDED with an Individual and and their primary company giving report

Erica Esson

I am trying to create a report that will include our board member’s giving history and also their primary company giving history. How can I include this on the same report?

Faith Murray

Erica, you will need to group them somehow. Are you wanting one report per donor, or a report with multiple donors and businesses? You could create a query based on relationship filters or constituencies and then attach that query to your report.

Erica Esson

Hi Faith, I wanted the report to show the donor giving and their company giving on one page so multiple donors and their primary businesses. The problem is my crystal report. How do I add the business giving onto the same page as the individual giving?
Personal Giving:

Company Giving:

Faith Murray

Erica, I am not sure if I have an answer or not, but can you share some pictures? It looked like you tried to share pictures, but they didn't attach.

Chelsea Powell

Hey Erica!

Not sure if you have figured out a solution for this already but could you use a subreport to pull the company giving? The trick will be to create your query to pull both the company and the person on your board so that in your export both of their giving will show in your crystal report. If you can get that to pull correctly, then you could link the company giving subreport to the person's ID, assuming that person and company records are linked somehow in RE.