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Report expressions

Follow these steps to add expressions that will compare columns in a report.

Written by Cristiana Ghinea

The Access Charity CRM Report Builder contains a set of advanced options that can manipulate the data in the report or flag certain data.

To add expression columns to reports:

  1. In the report builder, add the fields you need to report on.

  2. Click Add Expression.

  3. Enter a Caption.

    • This will be the column name.

  4. Click Insert Expression and select the expression that matches what you need to do.

  5. In the expression text box highlight A or B and click Insert Field.

  6. Select the Field you want to use in the expression.

  7. Repeat steps 5 and 6 for the other letter.

  8. Click OK to add the expression column to the report.

After adding the expression, we recommend refreshing the report to see if it is displaying the values you would expect.

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