1. Create a new Running Total
    • Open the Field Explorer (Crystal XI: View > Field Explorer; Crystal 8.5: Insert > Field Object)
    • Right-click on Running Total Fields and select New
  2. Select a field to summarize
  3. Choose the type of summary
  4. For the Evaluate section, select the radio button next to "Use a Formula"
  5. Click X+2 next to this option
  6. A Formula Workshop window opens. This is where you enter your conditional formula.

    EXAMPLE: {Gift_Type} = "Pledge"
    EXAMPLE: {Gift_Amount} >= 500
    EXAMPLE: {CAMPAIGN.EN_US} = "Annual Fund"
     
  7. Click Save and Close on the Formula Workshop window
  8. Choose the appropriate selection for the Reset section
  9. Click OK