A Cross-Tab report displays data in a grid similar to a spreadsheet. These reports are easy to read and are particularly useful for making rapid comparisons or identifying trends. The Cross-Tab screen makes it easy for you to set up sophisticated Cross-Tab reports quickly.
Cross-Tabs are objects, which means they can be inserted into other reports. You can have a report containing a combination of report types. For example, you may have a main report of constituents and their addresses, a sub-report containing all your solicitors and their phone numbers, and a Cross-Tab object that shows you the total donations to each fund this year. It is also possible to use a Cross-Tab in a sub-report.
You can place Cross-Tab objects only in the Report Header, Report Footer, Group Header or Group Footer. The Cross-Tab's location affects the records included in the Cross-Tab. When placed in the Report Header or Footer sections, the Cross-Tab displays once on the report and includes all the records meeting the Record Selection criteria. If placed in the Group Header or Footer, a Cross-Tab appears on the report once for each group and only the records in that group are in the Cross-Tab. The Cross-Tab summarizes the data for each group.
To insert a Cross-Tab object into an existing report:
- Select Insert, Cross-Tab from the menu bar. The Cross-Tab screen appears.
- Click Add Row and Add Column to add row headings and column headings to your report. For example, let's say you are creating a report with each state across the top and each fund down the page and a total gift amount for each fund, per state. Place State in the Columns box, Fund in the Rows box, and Gift Amount in the Summarized Fields box.
- After selecting the fields to use in the Cross-Tab, click OK and place the Cross-Tab in a report section. These parameters create a Cross-Tab that looks something like this:
|Annual Fund 1989||$0.00||$0.00||$16,667.00||$0.00||$16,667.00|
|Annual Fund 1991||$0.00||$0.00||$650.00||$0.00||$650.00|
|Annual Fund 1992||$0.00||$0.00||$10,000.00||$0.00||$10,000.00|
|Annual Fund 1994||$1,000.00||$850.00||$775.00||$0.00||$2,625.00|
|Annual Fund 1995||$0.00||$0.00||$200,000.00||$0.00||$200,000.00|
|Annual Fund 1997||$0.00||$0.00||$1,175.00||$0.00||$1,175.00|
|Capital Campaign Building Fund||$0.00||$0.00||$3,000.00||$75,000.00||$78,000.00|
|Capital Campaign Plant Fund||$0.00||$0.00||$32,500.00||$0.00||$32,500.00|
|Herbert Hoover Memorial Fund||$0.00||$0.00||$250.00||$0.00||$250.00|
|Kellogg Endowment Fund||$0.00||$0.00||$0.00||$0.00||$0.00|
|Smith Library Fund||$0.00||$1,000.00||$0.00||$900.00||$1900.00|
Cross-Tabs allow you to insert additional information to your reports that are easy to read and provide valuable information.