Basic Reporting Part V FAQ: How can I add a column that gives the Formal Salutation for a contact, and the Household Salutation if they are married?
- The following formula require the following categories be in your report:
- Contact
- GetContactSpousePartnerView
- This also assume you have set up Household Salutation, under Default Salutations, in a "Formal" configuration, such as 'First Name1 and First Name2 Last Name'. You can substitute informational household salutation and informal contact salutation for formal if you prefer. Simply replace the field names with the one you want.
- This formula requires you to create the report using the Advanced Reports interface as formulas do not work/are not supported for Express View.
- If in a report you need a column that provides the Formal Salutation for a Contact when single and the Formal Household Salutation when contacts are householded, use one of the following formulas. Simply add a blank column to your report and then copy and past the formula into the cell where you want the salutation to appear; you can use this formula in the report details or in a group header or group footer.
Option #1 (use if the formal household salutation field is filled in on contact records)
=if({Contact.Formal Household Salutation}="",{Contact.Formal Salutation},{Contact.Formal Household Salutation})
Option #2 (use if household salutation field is empty on contact records)
=if({Contact.Formal Household Salutation}="",{Contact.Formal Salutation},{Contact.First Name} & ' and ' & AggMax({GetContactSpousePartnerView.PartnerFirstName})&AggMax({GetContactSpousePartnerView.SpouseFirstName})))
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