Aging Reports

[pig311]

It looks like crystal does not break down aging as much as I need it to. It has 0-30 31-60 61-90 and 90+. How can I break up the aging in smaller or different buckets?

Thanks.

 

[Bennie47250]

I do this by creating a formula that determines the age (days old), something like current date - date received. I then use running totals that counts this field and evaluate based on the days old in the ranges I need. So I will have 1 running total for 0 to 10 days old, another for 11 to 20 days ole and so on and so on.

HTH

 

[synapsevampire]

I believe these aging forumlas base their results on the currentdate, so if your report ends up in a historical instancing system, like Seagate Info or Crystal Enterprise, the data will not be accurate.

I create my own using the Data date.

-k

http://www.informeddatadecisions.com

kai@informeddatadecisions.com

 

[dean12]

OK, so this thread brings me to the question I have about efficiency.

Sounds to me as if you have a series of formulas somewhere (say in the detail area). 1 formula for each aging range (0-30,31-60,etc) that you want. Within each formula you recalculate the age and do what? Something like:

age = calculate(itemdate,basedate)
if age < 31 or age > 60 then
0
else
age


for the 31 to 60 age range formula?

This seems like a lot of work and not terribly efficient because you have to recalculate the age over and over again.

Now remember I am being critical of how I envision it, not how you actually did it - and that's my question - am I all wet on how to approach this?

 

[Bennie47250]

Granted my way may not be efficient, but it works. The reports run quickly and without any known problems so efficiency must not be an issue.

My scenario is I have a weekly report that shows the age of sales leads.

In the detail section I have one formula (Named Days Old) that determines the age of the lead which is simply the date the lead was received – current date, this will result in a number such as 35.

Also in the detail section I have three other formulas for the buckets. For this report we wanted them grouped by 0 to 30 days, 31 to 60 days and 61 + days.

Each one of these formulas looks like this:

Formula Name: Formula
0 to 30 : If {@Days Old} <= 30 then &quot;X&quot;
31 to 60: If ({@Days Old} in (31 to 60)) Then &quot;X&quot;
61 + days old: If {@Days Old} >60 Then &quot;X&quot;

Now in my group footer I have running totals, one for each bucket, that summarizes on the formula and counts the X’;s

If you would like an example of the report, send me your e-mail address.

Hope this helps

 

[dean12]

Yea, I understand. Again, no implication about your technique - I was thinking that my strategy was the inefficient one.

So I guess the reason I was unsure of what you suggest is because I was not confident that the @DaysOld figure would be calculated BEFORE the bucket items you suggest.

It must work OK. Thanks so very much for the response.