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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

Contact

is 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 & Dashboards

6 respostas
  1. 2 de out., 15:36

    About those deluxe reports, see a package here

    . 

     

    Depending of what you are trying to acheive, 

    there is a bandaid that can help to get the DGS in most reports... Ie : Campaign members -> Person Account -> DGS.

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