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Crystal Rep. Question: Report and Subreport

Hello:

I've been looking at questions and solutions trying to find out how I can do the following.

I have my main report and 3 subreports linked to it. One subreport counts distinct "number of sales quotes", another adds "number of order" and "sales", the third reports calc margin, profit, etc. My main reports has 2 groups, one is salesperson, and the other is active (Yes or No)...therefore I would like CR to do 3 sums per salesperson, the first one would be a subtotal, sum "quotes", "orders", etc for "yes", another subtotal for "no" and then the grand total.

How can I do this. I am no ace at CR, and have much more experience working with VB and Access for reports.I am using this in conjunction with the Goldmine CRM.

Thanks.
Joseph

GJParker

You can pass teh values form each of the subreports back to the main report by using shared variables, In the subreports create formulas to hold the value you wish to pass to the main report i.e.

//@SubQuotesValue
WhileprintingRecords;
Shared NumberVar Quotes := //Your Value here;

do the same for sales and orders in the respective subreports

then in the main report you can create formulas to read the values i.e.

//@Quotes
WhilePrintingRecords;
Shared NumberVar Quotes;

As long as the subreport values are not calculated using any print time functions you shoul dbe abale to summarise these liek any other field.

HTH

Gary

CEGE

ASKER

Thanks.

I see what you are saying. This raises a few other questions. Where in the subreport must I put the formula and where in the main report?

My main report looks like this

JOHN DOE

*Active Cliente
Company name Quotes Orders Sales
Acme1 20 20 15000
Acme 2 80 90 25000
Sub-total: 100 110 40000

*Potential
Company name Quotes Orders Sales
Racme1 1 1 2000
Racme 2 5 3 500
Sub-total: 6 4 2500

Total: 106 114 42500

This is what I want to get..but right now all I can manage to pull out are the Company names split up into active and potential and then the total, How can I pull out the sub totals? Quotes is one subreport and orders and sales another. I was doing it by creating another subreport.
thanks

Mike McCracken

Looks good. To add to Gary's comments

http://support.businessobjects.com/library/kbase/articles/c2007600.asp

mlmcc

CEGE

ASKER

How do I separate the info for subtotals for which I have Active and Potential?

GJParker

I take your subreports are just calculating the totlas per sales rep ?

If so you need to change the subreports to calculate the subtotals and totals per rep and client status place this in the group 2 header, this will then display the subtotals for you. you can then bring back the totals using the shared variable method to calculate the grand totals.

Gary

CEGE

ASKER

Thanks for yr patience.

My subreports calculate the totals per client per sales rep.

This is my main report:

GH1: Sales person
GH2: Status
details: displays the subreport info.
GF2: blank
GF1: blank

This is one of my subreports:
Footer: DistinctCountQuotes
this is per company per salesperson, where must I pass the status, how can I get this subtotal, if it just does the count per company per salesperson? I don't conceptually get it.
Sorry for the trouble. Thanks.

CEGE

ASKER

Can someone respond please?

thanks

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GJParker

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CEGE

ASKER

That was it....I was missing the GH3 section.
Thanks a lot.

Joseph

GJParker

Glad I could help

Gary

CEGE

ASKER

One last thing.---the sub totals are fine. I have @DisplayInfo in the GF2 section and in the GH2 section the Reset formula. How can I add them together, in let's say the GF1 section?
I forgot to mention it before.

GJParker

Use the same 3 formula method

Gary