I am looking to send an email from netsuite using the "Recipients from Results"
I already have a saved search that emails based on field "salesrep", however I want to send a 2nd report to "TAMS" (Territory adoption managers) but only if the TAM is not the same as the sales rep. I am not sure if I will need a workflow to do the comparison or if I need to just add a formula.
Any suggestions ??
None
How about a separate saved search that includes all of your original criteria and additional criteria that would leverage a formula field to say sales rep not equal to TAMS and then email the tams from results?
Formula definitely! DECODE({salesrep},<Yours TAMS field ID>,'Ignore','Email')
Related
Looking for some advice related to data grouping and printing in Crystal Reports.
I'm working with an order confirmation form. Ideally I would create separate report pages based on a specific field value change for the 'warehouse' field. So, if any given line on an order comes from warehouse A, it prints together. Then we'd get a page break, and we'd see the form repeat for any lines coming from warehouse B.
I've inserted a new group for "warehouse" and configured the group as 'New Page Before.' But when I attempt to print I'm getting an error related to "There must be a group that matches this field". So there must be some pre-existing grouping that I'm not considering. I'm hopeful I can figure this out.
I am interested to get thoughts on overall design, and if the grouping approach I am trying to take is even the correct one.
Somewhere in your report you probably have a formula such as:
Sum({some_value}, {some_field})
where the {some_field} used to be -- but is no longer -- grouped upon.
Fix that expression to set the desired aggregation level (the 2nd argument) to a field you are actually grouping on.
I'm a very new user of Crystal Reports with no training but with a very light background in programming.
I have been working on a report which should show me some information regarding the order status of parts within my company. I have modified an existing report which had a lot of the information I was looking for and have added several fields containing more information I want to look up (information like stock, delivery date, suppliers and partnumbers). I have one last field I want to add to the report, which shows me the name of the supplier where the part is ordered.
Problem:
When I add this field in the report, the groups where there is no information for this field disappear. When I remove the same field again, the missing groups return.
I have tried to look everywhere for an option or function which suppresses a group when a field is null but can not find anything. I also have tried to add an isNull function to return a certain value when the field is empty, but with no results. Unfortunately I can't review the returned values because the group has disappeared when I add the field.
This problem might have to do with the fact I started working from an existing report, but I have not been able to find a reason to believe so.
Update
I have made some pictures showing the problematic result and the SQL-Query (I can only link to the folder in Onedrive because I'm not allowed to post more than two links at the same time):
http://1drv.ms/1J1enHj
I have a report that displays data for a specified date. The report runs daily and emails a copy to the recipients. The default subject for the email is "#ReportName was executed at #ExecutionTime." Rather than include the execution date, I want to include the date of the report data, which is available in a parameter called #date.
How can I include a report parameter's value in the subject line of the subscription email?
I'd recommend looking into data-driven subscriptions. Basically they allow you to write a query to set your parameter value(s) and define additional columns that can be used for subject line, message body, etc. Here's one helpful resource:
Data-driven subscriptions in SSRS 2008 R2, which includes some additional info to keep in mind when using data-driven subscriptions
Also, I should point out that data-driven subscriptions are only available on certain versions of SQL Server (Evaluation, Developer, Enterprise).
Including the values of report parameters in the subject line of an email subscription does not appear to be possible with SSRS. Data-driven subscriptions allow you to build the subject line dynamically at run-time, but it does not let you query and insert the parameters into the subject line. From what I can tell, this is just not possible.
It should be possible by not using subscriptions, but e.g. from SSIS to
* render the SSRS report and save e.g. as html file,
* create an e-mail and put the file from the report either into the body or as attachment,
* and set the e-mail subject. This bears again the challenge to read out a value or parameter from the rendered report, where I presently don't have an answer. But here you have all means including .net available, so should be possible.
Mike
The parameter values are found in the Parameters field of the dbo.Subscriptions table in the ReportServer database. If you update the ExtensionSettings field's subject section with values from the Parameters field, you can achieve this without purchasing the enterprise license. Just remember that ExtensionSettings is ntext so you will need to CAST to NVARCHAR(MAX) to do your REPLACE() statement.
I have several tables linked together in Crystal and can pull back the correct information needed so far.
I am now trying to filter a field and pull back records on how we contact our clients with a contact type of "By telephone", which is easily done by
{CONT.Type} = "By telephone"
now I want to pull all those records back who have not had a contact "By telepone". I have tried so far
<> does not equal
If "By telephone" in {CONT.Type} then 1
else 0 (and various options within this range)
NOT LooksLike({CONT.Type},"By telephone")
I have a total set up of 254 clients and 189 contacted by telephone, but need a report to be able to show me those who have been contact differently.
At the moment, all the formulas I have tried have pulled back either the whole lot or just the "By telephone".
I would like to just see the 65 records
Your record-selection formula should be:
(Isnull({CONT.Type}) OR {CONT.Type}<>"By telephone")
I searched to get the required answer but not found exactly what iam looking for - please help me.
Please follow the steps i made in crystal report:
Using crystal report command (i created a query to get the required business number)
--> which gets 5 Business numbers
Note: Every business is having many receipt numbers (1st installment receipt, 2nd installment receipts... like that....) - these receipt details are stored in table_receipts.
In table_business - i have all details about business number, customer, product details...
Please understand the links:
table_business - table_customer - table_product - table_receipts
Relationship between tables are:
table_business.Bno=table_receipts.Bno
table_customer.Cno=table_customer.Cno
table_product.Pno=table_product.Pno
After creating the crystal report command; i just drag the required table in crystal report (table_business, table_customer,table_product,table_receipts)
Now i created a group for Business Number "BNo"
I need to display all the required details about that selected Business Number using parameter - its coming fine except receipts.
I mean its showing all receipts (all installment receipts). I need to display only the first receipt only (i.e: receipt number starst with letter "F" )
Hope you understand my requirement - Please help me in this regard.
Expecting your valuable reply.
Regards,
Sensa.
Here is what I tried for the same issue and it worked. It's a 2 step process involving using Running Total Fields and Suppressing in Section Expert.
First step is to create a Running Total Field (Right under Parameter Fields)
Right click on it and click New and name your field i.e. CountFirstOnly
On the left you will see the fields you can perform functions on.
Select the receipts field. Bring that over to field to summarize and select count.
Under Evaluate select For Each Record
Reset on Change of Group and select your grouping, in this case business number and click OK
Drag that field into your report.
Part 2: Section Expert
Bring up the section expert on details and click on the suppress X-2 button
Your formula should be: CountFirstOnly >1
Click OK
Refresh your report
Hopefully this did the trick.
You should be able to do this by creating a forumla for suppressing the field (table_receipts.Rno).
Right-click the {table_receipts.Rno} field and select Format Field...Common tab...Check the 'Suppress' box and then click the X-2 box to the right. When the new window appears paste this:
not ({table_receipts.Rno} startswith "F")
I might have a solution for you.
1)Open the ‘Report’ menu then select ‘Section Expert’
2)Select the ‘Details’ section from the left hand menu
3)Tick the ‘Suppress No Drill-Down’ option and click on the icon to the right of it and in the formula option put
4)RecordNumber > 1
This should suppress the whole ROW/Record and not just the field. I saw your problem from this thread, I needed the exact same solution and this worked.
show only in the first row in crystal reports details section
It sounds as though the simplest way to meet this requirement would be to add a selection condition to the report - something like:
Left({table_receipts.Rno},1) = "F"
This should ensure that only the associated products and customers for the first receipt for each business are reported.