Crystal Reports Action Detail summary

Jennifer Reid 2

Hi, hope someone can help me with this Report.  I need an Action detail report grouped by 2 levels defined by Attributes, then grouped by Constituents, then by Action Status.  .  It works great, except the requirement is to show all Actions in Action Status Open, then only the last one in any of the other 3 Action Status (Complete, Cancelled, Declined).  I have tried a number of ways but can't make this happen.  Any suggestions?

Snigdha Verma

Not sure if this will work but can you create a subreport and only pull the last action there?

 

Jennifer Reid 2

Snigdha Verma:

Not sure if this will work but can you create a subreport and only pull the last action there

 I'm still learning Crystal but I did try that and it didn't seem to work.  So far in doing a subreport I've not tried to make it within a group.  And there's so much grouping it seems like a lot of work to have to do it again.  Is it not possible to create have 2 Details, create  formula for each defining my criteria?  I tried that a million (ok a number of.. ) different ways but couldn't get it to work.

 

Snigdha Verma

Have you tried Select expert in your subreport to narrow down the actions you need to pull from and then try to pull most recent action there? Again, just trouble shooting here, I've only done one action crystal report that only needed to pull a few types of actions.

 

Marie Stark

Besides exporting the actions, in your export maybe you can also export Last Action, and choose  your  selected action status.

Jennifer Reid 2

Marie Stark:

 

Besides exporting the actions, in your export maybe you can also export Last Action, and choose  your  selected action status.

 

Thank you Marie, before seeing your suggestion I had thought of this and did just that.  I ended up Exporting separate Actions from RE in separate groups with different criteria, and as well added the Last Action being all the types except the Open Action.  Then I put what I needed into appropriate groups in the report.  Bit of figuring out but finally got t working!!