>Alrighty! I set up the calc and put a field on the pyaments layout to show >the level. Now... Looking for guidance on setting up a report similar to the >member level report. I tried to wing it but I'm missing something...
Well, it's easier to give advice if we know what you tried, so we don't waste your time suggesting the obvious. But I'll take the chance...<g>. It seems to me you could duplicate the member level report and give it a name like Giving Level Report. Change the member level fields on the report layout to be the fields you just created. You'll need to change the sort fields in the subsummary parts to get the report to break right for the summary fields. That's the easy part. On the screen titled Giving Level Options are three buttons which sort the found set and jump to the layout appropriate to the kind of report you select. You'll have to duplicate one of these reports and change the layout and sort criteria to match the report you want, then add a button to the Options layout so you can select your new report. That's a hand-waving overview, of course. Details on working with layouts and scripts will be in your Filemaker user manual if you need them. > >On 10/10/02 3:49 AM, "Dave Shaw" <[EMAIL PROTECTED]> wrote: > >> >>> Hmmm. I think what we would like to do is track giving levels, i.e. Have >>> categories that track dues plus additional contributions over the year. So, >>> if I paid my membership dues at one level, then sent another gift a month >>> later, I'd get kicked up to a new level. Is that possible? >> >> That's what I described below. The "Level" calculation would depend on the >> YTD$, >> not just the last payment. The Fast Find field would update to the >>calculated >> level as soon as you run the update script. >> >>> >>> On 10/9/02 7:02 PM, "Dave Shaw" <[EMAIL PROTECTED]> wrote: >>> >>>>> I would like for payment levels to be calculated based on the >>>>>total of all >>>>> payments in a fiscal year. Does ebase already do this? If not, how can I >>>>> fix >>>>> it? >>>> >>>> Member levels are currently calculated from the amount of the most >>>> recent Dues payment. To "fix" this (I would say "revise") I would >>>> take a look at the field definition of the field Level Calc (in the >>>> payments file) and duplicate the complex Case function calculation in >>>> the field Sum:MemberLevel in the names file, using Sum:YTD$ in place >>>> of Amount. >>>> >>>> Better would be to leave the current fields Find Member Level and >>>> Sum:MemberLevel in place and create new ones named Find Donor Level >>>> and Sum:DonorLevel to make it less confusing about what these fields >>>> actually do. If you create a new Fast Find Field like Find Donor >>>> Level, you'll need to add it to the update scripts as well to get its >>>> value updated regularly. >>> >>> -- >>> Rachel Walden >>> Communications Coordinator >>> Southern Alliance for Clean Energy >>> PO Box 1842 Knoxville, TN 37901 >>> Phone: 865-637-6055 >>> Fax: 865-524-4479 >>> Web: www.cleanenergy.org >>> >>> >>> ------------------ >>> Reminder to each recipient: To change your list account preferences, go to >>> http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the >>> email >> address you >> used to subscribe to the ebase support list:: [EMAIL PROTECTED] >>> >>> To unsubscribe send a blank email to %%email.unsub%% >>> --------------------------------------------------------------------- >>> ebase - Relationship Management for Nonprofits, http://www.ebase.org >>> --------------------------------------------------------------------- > >> > >> > > > > > > Dave Shaw > > H4 Consulting > > tel: 206-954-7526 > > fax: 206-625-1338 > > > > > > > > ------------------ > > Reminder to each recipient: To change your list account preferences, go to > > http://email.sparklist.com/scripts/lyris.pl?enter=support and >enter the email >> address you used to subscribe to the ebase support list:: >> [EMAIL PROTECTED] >> >> To unsubscribe send a blank email to %%email.unsub%% > > --------------------------------------------------------------------- >> ebase - Relationship Management for Nonprofits, http://www.ebase.org >> --------------------------------------------------------------------- >> > >-- >Rachel Walden >Communications Coordinator >Southern Alliance for Clean Energy >PO Box 1842 Knoxville, TN 37901 >Phone: 865-637-6055 >Fax: 865-524-4479 >Web: www.cleanenergy.org > > >------------------ >Reminder to each recipient: To change your list account preferences, go to >http://email.sparklist.com/scripts/lyris.pl?enter=support and enter >the email address you used to subscribe to the ebase support list:: >[EMAIL PROTECTED] > >To unsubscribe send a blank email to %%email.unsub%% >--------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org >--------------------------------------------------------------------- -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
