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mullykid

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Filter Generated (scheduled) Report content by Current User

Hi Guys,

We would like to filter the content of a report based on the current user. The snag is, the report will have been generated for all users, as it is scheduled to run early morning on a daily basis.

Therefore, is it possible to filter an already generated report?

Any help appreciated!

TIA

Iain
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Mike McCracken

I believe you can go back in and add the filter to the scheduled report.  I don't believe you can filter the output of the report.

There are third party tools that could be used to "burst" the report into separate report files or even exported to PDF.  These could be controlled by putting them into directories where only the appropriate users have permissions.  Or they could even be emailed to the appropriate users

    http://www.milletsoftware.com/Visual_CUT.htm

mlmcc
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peter57r
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ASKER

Hi,

Yes, via CR Server, i.e. InfoView.

So, the Question is, if the report is scheduled to run for all users, can the content be filtered by an individual user when 'viewed', not 'executed'.

Iain
Don't use infoview so can't comment on what you can and can't do.  
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Sorry, you should use Saved Data Selection not record selection formula.
Wow. Thanks Vasto. This could be the solution. Let me investigate tomororow and I'll get back to you with any follow up questions.
Hi Vasto,

One question on your main reply above. Can you confirm (from your understanding) that this will work on a generated scheduled report?

(<user from the recordset> = <current InfoView user>)  will restrict any other user to see just some records.

Thanks!
mullykid , I believe peter57r and I are talking about the same thing. It shuld work as soon as you use Crystal Rpoerts 2008 ar above. <current InfoView user>)   should be replaced with the constant for the current user.
Thanks Guys!
Hi Vasto.

Where is Saved Data Selection? I can find record selection formula and select expert, but not the former?

I will can give you more points if required?

TIA
Report>Select Expert (Or Selection Formula) >Saved Data

(In the full version- not the viewer)
Thank you! Not in v11 :)
Your original post referred to CR2008?
No it did! I was using v 11 developer. Found it in 2008. Thanks!
Thanks. Ok. It failed.

Does the report need to be run first without the filter?
How do I award extra points?
The first time you need to run the report using an user who can see all data. This data will be saved and the other users will see just part of it.
 
As far as I know you caan reopen the question and redistribute the points.
Thanks Vasto. I guess that makes sense! I'll give it a try.

If you reply to the other thread I can assign points.

I was under the impression that this solution doesn't work for you. That is why I proposed to repone the question
Thread finalized.