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dking_wri

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Can I report multiple groups on the same report line and still retain the drill down feature?

I'm developing a payment cash receipt report for two departments. One department will use the summarized results as a sort of flat file export for another software package. They need data that looks something like this:

Company_id         Pmt_month     Allocation_type        Pmt_Amt
    35                          1                   Rent                         50
    35                          1                   Parking                     30
    42                          2                   Rent                         80

The second department will need to review the detail that supports the summary data above. This report would look something like this:

Company_id   Project_id     pmt_dt     Lease_id    Allocation_type   gl_acct    Pmt_Amt  
    35                123-35        1/1/09        L408              Rent                  4210         25
    35                177-35        1/3/09        L409              Rent                  4210         25
    35                123-35        1/5/09        L408              Parking              4310         15
    35                177-35        1/8/09        L409              Parking              4310         15  
    42                423-42        2/7/09        L615              Rent                  4211         40  
    42                333-42        2/3/09        L715              Rent                  4211         40    

Is it possible to accomplish both in a single report using drill down? if so, how would the design layout look for the summarized detail in report 1? I'm guessing that I need to create a group for Company_id, month(pmt_dt), and allocation_type. But how do I get these summarized amounts on a single line in the final report - and still retain the drill down detail?

Thanks so much for your ideas!
David
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Marcus Aurelius
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I'm not sure I understand your question.

It seems like you just need to add GROUPS whereever you want to drilldown....

SOLUTION
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Mike McCracken

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dking_wri

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Hello CRXIuser2005 and mlmcc,

Thanks for following up with me on this issue. I've attached a series of screen prints to help clarify my question. This may be basic Crystal knowledge but I'm new to the design of the "finished" report. In the past I've mostly worked on the stored procedures and then handed that piece off to someone more skilled in a presentational type report. Positioning and suppresing group headers and footers to create a usable report seems to get the best of me.

Please let me know if I can provide additional detail and thank you very much for your help!
David
Step1-detail.JPG
Step1-detail-preview.JPG
step2-grouping.JPG
step2-grouping-preview.JPG
step3-summary-DetailHidden.JPG
Step4-Desired-Summary-Format.JPG
To start with, you can set the DRILLDOWN properties by right clicking the Gray Area out the the LEFT of the Section in question and choose HIDE (Drill down ok)..this will hide the section so that when you click on the Group Header, it will then open up that section.
have selected HIDE (Drill down ok) in Step3. This is where my problems start. The drill down works at this point however the summary level detail is on multiple lines. How can I make Step3 look like Step4 while retaining the drilldown capabilities?
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Hello mlmcc,

It sounds like I may need to develop two reports for each purpose. Thanks for your input.

If you don't mind, can you elaborate on your comment below as it relates to this report? I think this may come in useful for other reports.

"Based on department id use conditional suppression to show or hide the group footer and detail sections."

Thanks,
David
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