How to create a Report to display records where an Individual's or their Spouse's birthday is a certain month?

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We have our Individuals' records setup so that we store their spouse's name as well as their birthday, so we can send birthday cards. For example, Record #01 has [Name] = John Smith, [DOB] = 05/24/1955, [Spouse Name] = Jane Smith, [Spouse DOB] = 11/15/1958 as fields within the record. I already have a summary report grouping records by the month in the [DOB] field, but I want to be able to include the spouse's also.

I need Record #01 to be grouped in the "05 - May" group AND also listed in the "11 - November" group. I can do this with two separate summary reports, but I wanted to know if it was possible to do it in a single report. I don't know if compound reports are possible.

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Travis Bruno

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Posted 3 years ago

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Blake Harrison - DataBlender, Champion

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This may be possible if you use the Crosstabs feature in the Summary report. You could then have the Contact Month as the Row header and Spouse Month as the Column Header. I haven't tested this, however...
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Travis Bruno

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Hmm, I tried that, and I get a table that shows both, but I want to be able to have a summary report that, when I click on a month group, it shows me any record that has that month in the [DOB] or the [Spouse DOB] field... Unless I didn't do it properly as you suggested? Thanks for your idea!