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I don't know if this thread should be deleted or not--I gave up on trying to make that template fit for what I was doing and started over with my own database. It came together much faster and does just what I want. Have no idea why this thread got so many stars for being of interest...

Success--hooray! Thanks!

The goal is to send each donor a list of their year-to-date donations. I actually thought I had what I wanted till I realized that two sisters with the same last name and the same address were not getting their own statements. I had grouped on last names so any duplicates were lumped together...

:cool: Hello Gina, Very proud of myself at this moment because I FINALLY have a functioning database that has produced donation reports that can be mailed out! What's kind of funny is that today we received our own 6-month donation report from our church, and my design looks a 100 times...

Not sure if I should have posted this under tables or forms. But if different people will be entering data into a "new donor" form, how do I keep them from adding the same person a second time? It's possible people could have the same name, and it's possible that two people at the same address...

I understand that you're probably busy with the kiddos, but I'll just add one more question till you can get around to it. Have started using my database and am pleased--so far. EXCEPT that I found a flaw in my calculated Greeting field (in the Donors table) that takes the Title (Mr./Mrs./Ms...

Gina, I am going to attach here my bare bones database that generates a report showing a donor's donations. I think my simpler approach may be the way to go (although I'm not giving up on the QuickBooks add-in idea). Going back to what you said in posts 61 and following that I can make a report...

Okay, I'm back at this thread (as opposed to the thread in Tables about calculated fields), because I want to ask for opinions. There are two companies (that I know of) who create add-ins for QuickBooks that will create a donations letter as I'm trying to do. Neither one are terribly beautiful...

I composed a rather complicated post last night--and then we lost our Internet connection and it went poof. Argh. So here it is again: :eek: Oh no! I had re-written it in a draft email--and now that draft is gone too! :banghead: If I were being paid to do this, it would be one thing, but...

So...referring back to somewhere around post 39 where I created those two queries to produce FileAs (Smith, John) and AddressAs (Mr. and Mrs. John Smith)--do I even want to have those fields in my donors table? That's where I put them with a lookup query. But can I simply leave them out of the...

So those two fields I added: "FileAsID" and "AddressAsID"--I didn't need to make them look-up either? I can just do that in the forms? Will go experiment...

And what do I put in that field? Should it be a lookup query based on Donor ID from the Donors table?

Before I return to my original database, HOW would you create a relationship between a Donor table and a Donations table? Each donor has an AutoNumber ID. There's an AutoNumber ID for each donation too, but obviously one donor can have many donations. Where/how to join?

Yes, I had posted a question that I immediately found the answer for. But I've really been struggling with the relationships now. Trying to create the one-to-many relationship from the Donor to Donations field. I assume it would be Donor/ID to Donations/FileAsID. But I'm getting the error...

In creating a field to replace DonorName, I used a lookup wizard for "FileAs Query". It asked me if I want to store multiple values for this lookup. Not sure what that meant but I went ahead and said yes. Seems to have worked but not sure if I made the right choice. Sorry I've really slowed...

Yay! Something finally worked for me! Thanks so much. I created two queries: one for "FileAs" (Smith, John) and "AddressAs" (Mr. & Mrs. John Smith). BUT this brings up some other questions. 1. I used this statement: SELECT [Donors].[ID], [Donors].[FileAs] FROM Donors ORDER BY [FileAs] --why is...

No. I assume I insert a column, but what/how do I name it and where do I put the statement?

But that's exactly what I"m trying to explain that I've been unable to do. This is what Row Source says: SELECT [Donors].[ID], [Donors].[DonorName] FROM Donors ORDER BY [DonorName]; I just now tried (again, for the 20th time): SELECT [Donors].[ID], [Donors].[FileAs] FROM Donors ORDER BY...

It's not DonorName I'm trying to change (I actually want to delete that field once I'm done with the following). From my previous post: In the Donations table there's the field DonorID that's based on the DonorName field from the Donor table. Cannot figure out for the life of me how to...

Hi Gina, I'm working on the db again, trying to see if I can create a report that looks like a letter--but I"m STILL stuck trying to get rid of that calculated "DonorName" field from the Donor table. In the Donations table there's the field "DonorID" that's based on the DonorName field from...