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jack
First Timer
October 15, 2025
Solved

Preventing Recurring Commitments

  • October 15, 2025
  • 3 replies
  • 62 views

My report to find profiles (ID's) with multiple Recurring Commitments doesn't seem to be working anymore and I can't seem to find the right criteria to recreate it. Does anyone have a solution? Thanks!

      Best answer by Sally Heaven

      What were the previous criteria for your report, the one that stopped working?

      If I were doing this from scratch, I would run the Recurring Commitments Report, Group By Contact Name (or VAN ID), and then observe the “Number of Recurring Commitments” column. 

      3 replies

      Sally Heaven
      Sally HeavenAnswer
      Product Pro
      October 17, 2025

      What were the previous criteria for your report, the one that stopped working?

      If I were doing this from scratch, I would run the Recurring Commitments Report, Group By Contact Name (or VAN ID), and then observe the “Number of Recurring Commitments” column. 

      Raise HECK, a Bonterra partner and certified Super User
        jackAuthor
        First Timer
        October 20, 2025

        Ah! By grouping the data by name, it offers columns that weren’t visible beforehand (including number of recurring commitments). This wasn’t needed beforehand so maybe a small update was made?

        Anyways, thanks so much, Sally!

         

         

          Sally Heaven
          Sally Heaven
          Product Pro
          October 21, 2025

          Yeah, the “Group By” is basically a pivot table so it calculates some fields that are not present in the original file. I don’t think Number of Commitments is available as raw data. (I love Group By!)

          Raise HECK, a Bonterra partner and certified Super User
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