Sub report -diff param - incorporate acct grouping
Posted on 2013-06-07
Can some one suggest the best way to tackle the following:
I have an invoice report that is grouped by account. I would like to incorporate a sub report that lists all the investment holdings on page two of each account's invoice. So for example, first page is an invoice for investments purchased in May, and second page (sub report) details all the investments the account currently holds. Now, I understand how to create each report separately as I already have done that (an invoice for prior month and a holdings report listing all investments that have already settled and not matured out yet). How do I combined the two so that the main report prompts me to enter dates for invoices but also prompts for subreport date separately?
Also, I am having trouble getting each group to have the sub report show just the investments related to each account in the grouped section. Right now it's showing all investments for all accounts in every account grouping, over and over.
The way it needs to be set up to pull accounts:
I don't enter/select the actual account numbers to be returned, crystal does that by pulling all accounts where the investment is with specific issuers, and where it's a specific type of investment.
Thanks for your help. Let me know if I am not clear enough on my requirements.