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Former Member

Sorting two actions and only using the upcoming "next" action in Crystal Reports

I’ve created a pipeline report and only want to show the upcoming open action on it. Since some individuals will have more than one “open” action (which is the field I am using to export my information) more than one action is being pulled and if I select to only export one action, it’s often times the incorrect action (however, it is still an open action, just in the futire). I chatted with support and they advised me that I would need to export two actions into the crystal report and then create a formula in order to suppress the two actions and only show the next and upcoming one. I have searched high and low and can’t seem to come to a resolution with a straight answer. Can you anyone help? I only want one action and have it be the next upcoming one.

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1 Answer

  • Oct 13, 2017 at 08:53 AM

    Group By user and sort by Action date descending

    Move all your details fields into Group header and suppress details and footer.

    Report will now only show one record

    Ian

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    • Former Member

      Hi Ian, thanks so much for the response.

      I am a new crystal user so I appreciate your help. When you say group by user, what should I be selecting?

      This is my understanding:

      Insert group > group by (what should I select here, action date?) then I would select in descending order? I've done this part before but I couldn't figure out a way to suppress the other action entry. If I move it into the Group header and suppress details and footer this will get rid of the second action entry?