In our App, Opportunities object is used as "Donations" with custom fields. And our contacts make donations to our organization. So in salesforce terms, "Contacts" can make multiple "Donations" .
Now I am creating a summary report to show cumulative donations made by various contacts. Say for example if Contact A has donated 3 times then I am interested in his cumulative total and his contact details.
So my currently report looks like:
Donation Name First Name Last Name email-Id Amount Cumulative-Total
ContactId : Cxxxxxxxx123 70.00
Donation 3 Peter Mckone [email protected] 25.00
ContactId : Cxxxxxxxx111 30.00
Donation 4 Steve Ronald [email protected] 10.00
Donation 5 Steve Ronald [email protected] 20.00
ContactId : Cxxxxxxxx777 40.00
Donation 1 Bob Kat [email protected] 40.00
I have grouped the above summary report on Contact-Id, so that I could identify the various donations made by single contact. And Cumulative Donation is a formula field and is the Sum of all donations made by that particular contact. All the other fields are non-grouped fields.
Now as you could notice that all the non-grouped fields except Amount and Donation name, remain same for one particular contact, I would like to display them only once.
So my question is, Is there a way, where I could see the First Name, Last Name, Email-id only once, I am happy to give away Donation name and Amount field if required and do not display them.
so more or less my SUMMARY-Report would look like:
First Name Last Name email-Id Cumulative-Total
ContactId : Cxxxxxxxx123 Peter Mckone [email protected] 70.00
ContactId : Cxxxxxxxx111 Steve Ronald [email protected] 30.00
ContactId : Cxxxxxxxx777 Bob Kat [email protected] 40.00
As far as I know, there is no straight forward way to achieve this, but worth asking is someone has faced the same issue, and what was the workaround for it.