thankQ Help

This report displays information captured for segmented mailings and donations received per segment.

The Source codes that are linked to each segment should have Target and Budget information included.

1.Create a User Defined Report using the Report Wizard

2.Run Query Builder on Report Wizard

3.Select Tbl_SourceCodeAttribute

4.Select the following fields:

 

5.Select Tbl_SourceCode

6.Use an Inner Join and join using the Source Code

7.Select the following fields:

Source Description

Source Target

Source Budget

8.Enter Alias names

9.Click Preview Results

10.Click Close

11.Click OK on Query Builder

12.Click Next on Report Wizard

13.Double click on the fields in the order you want them to appear in the report

14.Click Next

15.Click Next

16.Select Landscape Tabular for the Layout

17.Click Next

18.Select a Style

19.Click Next

20.Enter a Name for the Title e.g. Appeal Comparison

21.Click Finish

22.Change Paper Kind to A4 under Page Settings under the Property Grid of XtraReport

23.Hold down the Ctrl key and click on Total, Avg, Max, Cost and ROI

24.Under the Property Grid locate Data and open (Data Bindings)

25.Open Text and click on the … (ellipsis) beside Format String

26.Change the Amount fields to Currency c

27.Click OK

28.With the Amount fields still selected change the Text Alignment to Right in the Property Grid

29.Select the Label fields and change to Top Centre

30.Use the Ctrl to select the Description fields

31.Change the Width in the Property Grid to 220

32.Select the fields that will include numbers

33.Locate Width in the Property Grid and enter 100

34.Make any further changes to fields and margins and any other formatting required

35.Click Print Preview to view how the report will look