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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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mullykid
Asked:
mullykid
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2 Solutions
 
mlmccCommented:
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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peter57rCommented:
How are users viewing the report? in CR or in a viewer?  If it's a viewer then it will depend on which viewer.

With CR you could use a parameter field to allow any user to filter against the complete report and its saved data.  The latest 'official' viewer also allows parameter changes but I don't think it's possible in earlier versions.
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mullykidAuthor Commented:
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
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peter57rCommented:
Don't use infoview so can't comment on what you can and can't do.  
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vastoCommented:
As far as I know you can use currently logged user in the record selection formula ( in InfoView)
so if you have the user name in your dataset you may set the record selection formula to something like this:

(<user from the recordset> = <current InfoView user>)
OR
(<user from the recordset> = <usernemae used to generate the report>)

<user from the recordset> = <usernemae used to generate the report> will allow you to generate the report for all users and (<user from the recordset> = <current InfoView user>)  will restrict any other user to see just some records.
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vastoCommented:
Sorry, you should use Saved Data Selection not record selection formula.
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mullykidAuthor Commented:
Wow. Thanks Vasto. This could be the solution. Let me investigate tomororow and I'll get back to you with any follow up questions.
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mullykidAuthor Commented:
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!
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vastoCommented:
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.
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mullykidAuthor Commented:
Thanks Guys!
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mullykidAuthor Commented:
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
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peter57rCommented:
Report>Select Expert (Or Selection Formula) >Saved Data

(In the full version- not the viewer)
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mullykidAuthor Commented:
Thank you! Not in v11 :)
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peter57rCommented:
Your original post referred to CR2008?
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mullykidAuthor Commented:
No it did! I was using v 11 developer. Found it in 2008. Thanks!
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mullykidAuthor Commented:
Thanks. Ok. It failed.

Does the report need to be run first without the filter?
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mullykidAuthor Commented:
How do I award extra points?
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vastoCommented:
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.
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mullykidAuthor Commented:
Thanks Vasto. I guess that makes sense! I'll give it a try.

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

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