Hi all!
I want to create a report that is a list of Person Accounts and pull in a field from a related record - Donor Giving Summary.
So, I choose 'Accounts with Donor Giving Summary'
I then want to filter this list with a cross filter of only people associated to a Campaign. Once I do this, I lose all results.
My research says this is bc the Person Account's
Contactis associated to the Campaign, not the Account.
SO....what to do?
I tried to create a new report type of Account & Contact & Donor Gift Summary but DGS is not directly associated to Contact.
What is the advice here? (YAY Person Accounts.... :/)
#Nonprofit Cloud #Reports & DashboardsYou cannot mix them in one report easily. Person Accounts need a separate report type. Nonprofit Cloud uses different objects anyway. Create two reports, then join them in a dashboard. That is what I would do.