If we are outputting additional information, such as the locations or item names, and there are multiple results for location and item name, this will throw the SUM function off within Altru- causing a miscount. We have two options to get around this:


Option #1: Remove the location fields and any other lines that are causing duplicate lines. Once duplicate lines are removed, then the SUM function will work as expected. 
Option #2: Create an export process instead, so that the reservation information is all on the same line.
  • Note: Keep in mind with this option however, that the SUM feature is not an option within the Export process. You would have to use the SUM feature within Excel in the final export. If interested in this second option, below are the steps you will take to create this export.

Step #1: Save query as a selection:
  1. Navigate to Analysis, then click on Information library
  2. Click drop down next to your query, and select Edit
  3. Click the Set save options tab
  4. Mark to create a selection
  5. Mark to Show in Query Designer
  6. Save and Close
Step #2: Create an Export Definition:
  1. Navigate to Administration > Export definition
  2. Click Add
  3. Select source view of Group Sales Reservation and click OK
  4. In the right column, highlight Group Sales Reservation
  5. In the left column, select Order. From the middle column, use the blue arrow to bring Lookup ID into the right column.
  6. In the left column, select Group Sales Reservation. From the middle column, use the blue arrow to bring Arrival Date into the right column.
  7. In the right column, select Order. In the left column, select Itineraries. From the middle, use the blue arrow to bring Start date and time into the right column.
  8. In the export criteria screen, select the MAX number of itineraries you want to export. For example: If your group sale has 2 itineraries on the reservation, you will enter 2. Click OK.
  9. From the middle column, bring End date and time into the right column.
  10. In the left column, expand Itineraries, and select Attendees. From the middle, use the blue arrow to bring Quantity into the right column.
  11. In the export criteria screen, click OK.
  12. In the right column, select Itineraries. In the left column, select Itineraries. From the middle, use the blue arrow to bring Group Type into the right column.
  13. In the right column, select Itineries. In the left column, expand Itineraries, then select Items. From the middle, use the blue arrows to bring Name into the right column.
  14. (Optional) For Item names: In the export criteria screen, enter the MAX number of Item names you want to see in your results. For example: If your group sale has Docent Guided Tour & Sack Lunches, you will want to enter 2. Click OK.
  15. (Optional) For custom item locations: In the right column, select Itineraries. In the left column, expand Items, then select Location. From the middle, use the blue arrow to bring Name into the right column. In the export criteria screen, enter the MAX number of locations you want to see in your results. For example: if you have two programs scheduled on the itinerary with two different locations, you will enter 2. Click OK.
  16. (Optional) For program event locations: In the right column, select Itineraries. In the left column, expand Program Events, then select Locations. From the middle column, use the blue arrows to bring Name into the right column. In the export criteria screen, set the MAX number to export per program event on your itineraries. Click OK. In the second Export criteria screen, keep number to export as 1, then Click OK.
  17. (Optional) To see Notes: In the right column, select Group Sales Reservations. In the left column, select Notes. From the middle column, use the blue arrow to bring Notes into the right column. In the export criteria screen, keep Number to export as 1. Click OK.
  18. Click Column Order tab and arrange your columns as you would like them to display in your final Excel file.
  • Note: You will want your itinerary Quantity fields to be next to each other so you can SUM them easily within final export.
  1. Click Set save options tab and Name your Export definition
  2. Mark to "Allow definition to be used by other areas of the application"
  3. Save and Close
Step #3: Create Export process:
  1. Navigate to Administration > Export
  2. Click Add
  3. Name your Export
  4. Set Export type to: Export Definition
  5. Next to Selection: enter query from Step #1
  6. Next to Export Definition: enter export definition from step #2
  7. Save
  8. Click drop down next to export process and select Start export
  9. Once complete, click Download output > CSV
  10. Within Excel, highlight all three Quantity columns, then use AutoSum function