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Former Member

Help with report please

I’m trying to create a report as follows:

This is the data:

Field: Company Name

Field: Account No.

Field: Survey Date (Date Field) – (example 1/15/17)

Field: Next Survey Date (Date Field)--(example 1/15/18)

Follow Up date (Text field converted to a date field format) – (2/15/17) *this date will be 30 days ahead of the ‘Survey Date’ field.

On the report:

I am trying to list the info. in the following format:

JANUARY

Company Name + Account No.

Survey Date (

Next Survey Date

Follow Up Date

FEBRUARY

Company Name + Account No.

Survey Date

Next Survey Date

Follow Up Date

Etc….

The problem I’m having is with the Follow Up Date – It’s pulling in the 30 day ahead date, which is 2/15/17 .Is there a way to make it display only January dates for the 3 date fields mentioned above?

Basically I’m trying to capture – in the month of Jan – how many Survey Done, Next survey Due and how many Follow Ups due.

Sorry for the lengthy post. New to Crystal reports, and don’t know how else to describe what I’m trying to do. Thank you for your Help.

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1 Answer

  • Feb 16, 2017 at 09:18 AM

    You need to provide a sample of your data set and how you want to display it.

    I get the impression you want to display a single record twice. Once in January for original survey date and then again in February for the followup date. If that is correct that will NOT be possible.

    If you do want to do that you will need to build a command and union data together to effectively create two records from one.

    Ian

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