Counting records and adding a Summary?

[Former Member]

Hello all!

Still learning Crystal Reports and having a good time I have encountered a challenge however that I am not sure how to do. I have a report based off appointments that kind of looks like this:

Sales Guy 1

Completed Appointments:

- Client

- Client

- Client

- Client

Cancelled Appointments

- Client

- Client

No Shows

- Client

- Client

Rescheduled

- Client

- Client

Sales Guy 2

Completed Appointments:

- Client

- Client

- Client

- Client

Cancelled Appointments

- Client

- Client

No Shows

- Client

- Client

Rescheduled

- Client

- Client

What I am trying to do is at the footer of the Sales Guy (Footer 1) it says something like this:

Total Completed: ##  Total Cancelled: ##  Total No Shows: ##  Total Rescheduled: ##

Any ideas?

[abhilash_kumar · Accepted solution]

Hi Paula,

1) Expand the Field Explorer > Right-click 'Running Total Field' > Click New.

2) Choose the Client field as the Field to Summarize > Choose Count as the Summary function.

3) Under 'Evaluate' choose 'Use a formula' and use this code:

{Appointment} = 'Completed Appointments'

//Replace {Appointment} with the correct database field.

4) Under Reset choose 'On Change Of' and select the Sales Group.

5) Drag and drop this on the Group Footer.

Repeat these steps for the other appointment types. The only change you'd make is in the 'Evaluate' formula.

Finally, use the text object to correctly label them.

Another way to do this is to use a Crosstab.

Use the 'Appointment' field as the Row and the Client field as the Summarized field with the sum function being set as Count.

-Abhilash

[Former Member · Accepted solution]

Thank you so much!! You're saving my life