?
Solved

CRM 1.2 Filtering on a report with subreports

Posted on 2007-07-23
7
Medium Priority
?
437 Views
Last Modified: 2008-02-01
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.
0
Comment
Question by:BlessingWhite
  • 4
  • 2
6 Comments
 
LVL 42

Expert Comment

by:frodoman
ID: 19549490
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...
0
 

Author Comment

by:BlessingWhite
ID: 19550100
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
0
 
LVL 42

Expert Comment

by:frodoman
ID: 19550189
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.
0
How to Use the Help Bell

Need to boost the visibility of your question for solutions? Use the Experts Exchange Help Bell to confirm priority levels and contact subject-matter experts for question attention.  Check out this how-to article for more information.

 

Author Comment

by:BlessingWhite
ID: 19555111
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.
0
 
LVL 42

Expert Comment

by:frodoman
ID: 19555530
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
0
 
LVL 42

Accepted Solution

by:
frodoman earned 1000 total points
ID: 19825342
Recommend accept frodoman ( 19555530 )
0

Featured Post

Prep for the ITIL® Foundation Certification Exam

December’s Course of the Month is now available! Enroll to learn ITIL® Foundation best practices for delivering IT services effectively and efficiently.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

I hate sub reports and always consider them the last resort in any reporting solution.  The negative effect on performance and maintainability is just not worth the easy ride they give the report writer.  Nine times out of ten reporting requirements…
Hot fix for .Net Crystal Reports 10.2.3600.0 to fix problems with sub reports running on 64 bit operating systems ISSUE: Reports which contain subreports fail with error "Missing Parameter Value" DEPLOYMENT SERVER OS: Windows 2008 with 64 bi…
We’ve all felt that sense of false security before—locking down external access to a database or component and feeling like we’ve done all we need to do to secure company data. But that feeling is fleeting. Attacks these days can happen in many w…
With just a little bit of  SQL and VBA, many doors open to cool things like synchronize a list box to display data relevant to other information on a form.  If you have never written code or looked at an SQL statement before, no problem! ...  give i…
Suggested Courses
Course of the Month15 days, 3 hours left to enroll

839 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question