I've scheduled a report to run in the Crystal Reports CMC and the report creates an excel file and e-mails it to the recipients. I'm currently naming the extension:
%SI_NAME%_%SI_STARTTIME%.%EXT%
But this is a bit misleading. The report runs early in the morning and displays data from yesterday and earlier. The name might imply to some users that it has today's data and earlier. Is it possible to have SI_STARTTIME - 1 or something along those lines to get yesterdays date as the files name?
Thanks!
Related
I need help with creating a trial balance report for a specific tenure, from beginning of fiscal year to a selected period. I need this in Crystal Reports.
I am unable to formulate how can I get debit and credit amounts totalling from beginning of the fiscal year till the end of selected period (not YTD).
For example, I want to get a trial balance report till period 6 (June), I am able to get the balance at the end of period 6, but unable to formulate total credits and total debits for selected number of periods/months. Instead, it is either debit/credit amounts for June or it's for total debit/credits till date.
Can anyone help me please?
Create a formula that returns, for each record, it's dollar amount if it's within the target date range, otherwise, zero.
Sum that formula to get the total for that time period.
I'm a user of the DelmiaWorks/IQMS ERP solution as well. IQMS uses a stored procedure to populate a database table named "C_TRIAL_BALANCE_AS_OF". When you publish a report into IQMS, there is a field named "Execute Before Print" on the Edit Report Definition window that opens when edit a report. To run this stored procedure in conjunction with another report, you will want to choose "POP_C_TRIAL_BALANCE_AS_OF" in the drop-down box control for this field. This will ensure the procedure is run prior to the report so you have the account balances you need as of a specified date. When the report is executed, IQMS will present the user with a Date Picker for the As Of Date. Almost all of the data you need to do a Trial Balance report can be found on this calculated table. The only joins needed should be "V_GLYEAR_PERIODS", "V_GLACCT", and "EPLANT".
There is a built-in report that may do what you want already though. If you begin the Trial Balance module and then click "Reports" > "Print" to bring up the list of all reports, then look for one named "Trial Balance As Of". Even if this report is lacking some information you need, it will likely be much easier to edit this existing report than it would be to create one from scratch.
If you don't have this built-in report, you may be able to get a copy of the RPT file from their support department. As long as you have the Trial Balance module, you should have this report. Its a standard report that is included in every version of IQMS I've worked with. However, my experience is limited to the 15.3 and 2020 versions.
I have a program that runs reports on a schedule. For some reason the data it pulls is not the same as what Crystal Reports pulls. I was told it has to do with the way that the PO Enter Date field is formatted. It pulls fine from Crystal Reports but the scheduler shows different data. Im not sure where to go from here.
'''
(IF(LENGTH(TOTEXT({POP.PODADD}))=9)
THEN (DateSerial ((TONUMBER("20"+Mid
(Totext({POP.PODADD}),4,2))),
(TONUMBER(LEFT(TOTEXT({POP.PODADD}),1))),
(TONUMBER(MID(TOTEXT({POP.PODADD}),2,2)))))
ELSE (DateSerial ((TONUMBER("20"+Mid
(Totext({POP.PODADD}),5,2))),
(TONUMBER(LEFT(TOTEXT({POP.PODADD}),2))),
(TONUMBER(MID(TOTEXT({POP.PODADD}),3,2))))))
'''
The Crystal Runtime doesn't always "follow" custom formatting defined in Crystal Designer.
If you need a specific formatting, convert the date to formatted text using a formula such as:
ToText({POP.PODADD}, 'yyyyMMdd')
The 2nd argument gives you control over the desired formatting.
I'm a beginner with Crystal Reports. I'm using Crystal Reports 2013, and I've made a report with a structure like:
<Person>
<date>
<sale amount>
<sale amount>
<sale amount>
So I'm grouping by Person, and then by date. (And sorting by time). Now, Crystal Reports decided to also group my data by the week. That's perfectly okay by me. But how do I calculate the weekly total sales?
More specifically, I don't know "why/how" the report is automatically grouping by week.
So here's what I've tried: I created a running total field for the sale field. But:
If I set it to group on the date field, it groups daily. (Fair enough, except it's inconvenient)
If I set it to group on the person field, it keeps a running total of all sales through that week.
Here's the thing though: I'd like the report to group the data into weeks by default, and keep a weekly total. But I'd also like to include the option to group the data into months, and have the running total know that it should be a monthly running total. So far, I've only seen a way to keep a daily running total.
So, I guess specific my question is what group is Crystal Reports grouping by when it automatically groups by week? If this is the wrong question, any other advice to achieving my goal would be helpful, though.
Thanks!
Its your running total that's probably doing it.
Have you tried using the sales amount field straight away and then insert Summation of the field on the group footers? YOu may not need to use running totals.
From 2008 Crystal Report view, the number format reads as 580015704027 in which is correct.
When exporting data from .rpt to .csv, that number format changes to 5.80016E+11.
How do I make it stick so that it will be exported correctly while on automation?
Thank you,
Holly
Here is the solution.
This solution works if you are using a database field with number format.
Right click on the filed go to Format Field.
Move to tab Number.
select last option (1,123.0000)
Now export to .CSV format.
I got a report scheduled to run daily in jasper & which ran first day & later it is giving me empty report. I am passing a parameter & I tested if it is getting passed to ireport & yes it is.
I ran the query in the DB backend & I get some records so the second day output (empty page) is not correct.
The same jasper report worked fine after just I cut & paste the same text from the code basically I didn't change anything, wondering if the first time compilation is making it to work fine & later I need to recomplile?
But still I could not crack this & any input from your side will be helpful on this.