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Former Member
May 13, 2008 at 08:20 PM

Properly Creating a Report to Get Data

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Post Author: KArias

CA Forum: General

I'm not sure if this question belongs under General or Formulas, so I apologize if it's improperly posted!

I am using Crystal Reports 9 in conjunction with GoldMine to write a report that lists all records designated as a Sales Lead and then underneath, lists all completed activity performed by specific users. If a company has had no activity by these specific users, nothing would be listed underneath.

On my first report attempt, I did the following:

*Under Selection Formulas->Record, I asked for all records that are designated as a Sales Lead.

*Under Selection Formulas->Group, I listed all the "specific users" whose activity I wanted to monitor.

*In Group Header #1, I listed all the static info that I want to show up for every single record that's a Sales Lead

*In Details, I listed all of the activity info I want to see underneath each record.

The problem with this is that it only lists a record if a specific user has completed an activity. If there's no activity by a specific user, the record doesn't show up at all. On my second report attempt, I did the following:

*Under Selection Formulas->Record, I asked for all records that are designated as a Sales Lead.

*Under Section Expert for the Details section, I asked to suppress activity for people outside of my "specific user" list.

*In Group Header #1, I listed all the static info that I want to show up for every single record that's a Sales Lead.

*In Details, I listed all of the activity info I want to see underneath each record.

The problem with this is that is still keeps a blank line where the "undesirable" user's activity should have been, making the report look clunky.

Where do I need to put the specific users, so that the report only lists their activity (not the "undesirable" ones), yet keeps a record on the report even if there isn't any activity to go with it?