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CRM 1.2 Filtering on a report with subreports

When I add a subreport to a CRM 1.2 Report and then try and filter the report using the Report Filtering in the Report Viewer the data in the subreport is not correct or does not work. I have tried changing the link on the subreport to the main report ,but not matter what I do it will not work.
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BlessingWhite
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BlessingWhite
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frodomanCommented:
Are you trying to filter the main report or the subreport?  A subreport is completely separate from the main report when it comes to the data so filtering one won't have any effect on the other one.

If you can explain better what you're trying to do I may be able to give a better answer...
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BlessingWhiteAuthor Commented:
I am trying to filter both at the same time using the Report Fitering tool in the report viewer after the report has been run. I have a Main Report that shows the detail records and some totals and then the subreport just has a summary records no detail records. What I need to happen is after I run the report and then run a filter on this report  the values of the subreport change according to what the filter criteria is set to. It seems like the filtering tool used in the viewer works fine on the main report , but is not passing the correct filter to the subreport
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frodomanCommented:
As I understand it (knowing nearly nothing about CRM 1.2), I don't believe the filtering tool will affect the subreport because behind the scenes a crystal subreport works on a different dataset than the main report.  I believe the filtering tool only applies the filter to the main dataset that the main report is based on.

To achieve what you want, I think you will need to create a paramaterized report and filter within the report itself based on the parameter value.  You can create the same parameter filters in the subreport and then link the subreport parameters to the main report parameters so they will always be in synch.
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BlessingWhiteAuthor Commented:
I have tried exactly what you stated above and have created many subreports in Crystal Reports before , but the problem is the way the data is structured. CRM uses some type of meta database structure and when linking on fields that seem logical it just doesn't work the same. These are canned reports from CRM that we have modified so I may be going down a dead end and there is no way to modify these reports the way I want to.
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frodomanCommented:
That may be the case.  Is the raw data exposed?  If so you may need to create a new report from scratch against the raw data to get the results you need.  I would first try copying the existing report and trying to change the datasource location to point to the raw tables instead of the metadata.  That may or may not work but it's worth a try before you start a new report completely from scratch...

frodoman
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frodomanCommented:
Recommend accept frodoman ( 19555530 )
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