Crystal Reports: Reporting on Assigned Appeal Category and Package Category

Patrick Hunt

I'm having a booger of a time (technical term) trying to get this to work in Crystal. I'm not sure if I'm failing to join the tables correctly or if the correct keys aren't available in Crystal or what.


Description of report:

Give me all constituent-assigned appeals between Date 1 and Date 2 and tell me the following information:

• Constituent ID
• Constituent Name
• Appeal Date (the date present on the constituent appeal record)
• Appeal Description
• Appeal Category
• Package Description
• Package Category

Pulling in the package category is where I am running into trouble as I have not been able to determine how to report the correct package category (which is only recorderd in the Appeal record). Invariably I end up introducing duplicate rows in the report.


So, given a package on a constituent appeal, how do I determine the category of that package?! Any help would be appreciated!


Thanks for your time and consideration.

Alan French

Hi Patrick,


You're getting the duplicates because it's printing each of the appeal's packages regardless of whether they correspond to the one on the constituent appeal record or not, because the packages table is not joined directly to the constituent appeal table but rather through the appeal table first (thus it has no idea which package is actually on the constituent appeal).


While trying to replicate your report I had some success with exporting Package (from under the Appeals node) and Description (under Appeals > Appeal > Packages) and then creating a record selection formula in Crystal to select only records where those 2 fields are equal to each other: {CnApls_1.CnApls_1_Package} = {CnApls_1ApApP_1.CnApls_1ApApP_1_Description}


Hope that helps. I can provide screenshots of the export and Crystal layout if necessary.