mullykid
asked on
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
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
SOLUTION
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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
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.
ASKER CERTIFIED SOLUTION
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Sorry, you should use Saved Data Selection not record selection formula.
ASKER
Wow. Thanks Vasto. This could be the solution. Let me investigate tomororow and I'll get back to you with any follow up questions.
ASKER
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!
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.
ASKER
Thanks Guys!
ASKER
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
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)
(In the full version- not the viewer)
ASKER
Thank you! Not in v11 :)
Your original post referred to CR2008?
ASKER
No it did! I was using v 11 developer. Found it in 2008. Thanks!
ASKER
Thanks. Ok. It failed.
Does the report need to be run first without the filter?
Does the report need to be run first without the filter?
ASKER
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.
As far as I know you caan reopen the question and redistribute the points.
ASKER
Thanks Vasto. I guess that makes sense! I'll give it a try.
If you reply to the other thread I can assign points.
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.
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