Alerts for an on-demand report 1

[ericb1]

I have a report in CR10, viewing over CE10. I've been reading the posts in this forum regarding Alerts for an on demand report, and the consensus is that it can't be done?

Can anyone explain why this is? (if there's a reason). I have a report that reads our comapny's phone logs, and I have some alerts that I would like to pop-up for such things as an international area code, or a "976" number, etc. When viewing the report in CR10, the alerts work great. But they don't work at all when viewing in CE10, and I was just wondering if there's any possible work around, or some other way of doing this?

Any advice is greatly appreciated, thanks!

 

[synapsevampire]

Do you mean an on demand subreport?

I'm not aware of this issue, I would think that the on demand subreport would trigger the alert as well, but it appears that you've read otherwise.

You might consider highlighting those rows which have the area code of interest:

right click the section that it's in and select format section->color tab->x2 next to color and place:

{table.field} = "976"

-k

 

[ericb1]

Sorry, no I just mean a plain old report, viewed through CE10, on demand (as opposed to scheduled). When I run the report in CR10, the alert comes up just fine. However, when I try to view it through the CE10 activeX viewer, the alert is not there. This alert popup is what I'm trying to have happen.

I've highlighted the offending rows, but there's too much data to look at to just find the highlighted areas, so that's why I'm trying to use the alert.

Thanks!

 

[synapsevampire]

Ahhhh, View on demand, got it.

I think that th alerts still work, however I have only used them for scheduled reports and the alerts come via email.

Rather than a View on demand report they might schedule it for now.

-k

 

[ShortyA]

What about suppressing the rows that are not of interest eg the ones that aren't International ? If all of the data is still required you could have two reports, one that shows the problem phone records only and one that shows all records. Alternatively you may be able to use have one report based on a business view that only shows the problem records if the user is in a specific security group otherwise it will show all records.

Hope this helps a a bit.
ShortyA

 

[ericb1]

SynapseVampire: Thanks for your help. I'm trying to just highlight the rows that meet the criteria, but I'm getting an error.

In the format section->Color Tab->x2 then I'm putting in this formula:

LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND
(LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011")

The formula works fine as an Alert Criteria, but here it says "The Formula Result Must Be A Number". Any help as to why I can't use the same formula here to highlight a row?

Or do I need to phrase this as an "If...Then" type of formula? Any help is greatly appreciated, thanks!

 

[lbass]

The formula should be:

if LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND
LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011" then
crYellow else
crNoColor

or you could use:

if LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND
LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011" then
color(100,0,200) else //purple based on RGB values
crNoColor

-LB

 

[ericb1]

AWESOME! Thanks lbass, That's what I was looking for, "crYellow else crNoColor"

 

[ericb1]

Hmm, not sure why, but this formula works and highlights the correct rows in the detail section of the report. But I also put the same formula on the Group header and footer and it doesn't highlight anything.

 

[ShortyA]

Have you amended the formula to refer to the GroupName rather than the Avaya_Phohe_Log.number ? If not it will look at the current value of the Avaya_Phohe_Log.number instead of the grouped field.

When do you want to highlight the group header/footer ?
ShortyA

 

[ericb1]

It's a report of a phone log, so it's VERY long. I have the report grouped by employee, showing their name, extension, number of calls, total time of calls, and average length of calls. Then I have the detail supressed, so that the report is only 3 or 4 pages, but the manager can click on a employee name to display the details of the report which is every call logged for that employee. Here, the offending calls are correctly highlighted.

But unless the manager clicks to open the details of the report, they'll never know where the highlighted calls are, b/c it's so much data to go through.

So I was trying to highlight the group header as well, so that a manager can just glance at the report (3-4 pages) and see a highlighted row, and know to click on it.

But do I need the phone number field in the group header to highlight the header?

 

[ShortyA]

You could have a formula which sets a flag eg:

// MyFormula
f LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND
LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011" then
"Offensive" else ""

Then in go into the SECTION EXPERT for the GROUP FOOTER and set the background color so that if @MyFormula='Offensive' then yellow else no colour.

I think that this will only work on the group footer as I don't believe @MyFormula will be evaluated until after the detail section...but I could be wrong.

ShortyA

 

[ericb1]

Thanks ShortyA, but that doesn't work either. I'm definitely missing something, it's like the GroupHeader or Footer doesn't evaluate any formulas, only in the detail. I even dragged that Formula onto the detail, and for each offensive record it displays "Offensive". But when I drag it onto the Footer, nothing.

 

[lbass]

I'm unclear what the condition is for highlighting at the group level. If it is based on the occurrence of at least one record that meets your criteria, then create a formula like the following {@criteria} to be placed in the detail section and suppressed:

If LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND
LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011" then 1

Then for your highlighting formula use:

if sum({@criteria},{table.employee}) > 0 then crYellow else crNoColor

-LB

 

[ericb1]

Thanks lbass. The condition for highlighting at the group is a record in the details section.

This report is a phone log, and the details which are hidden(drill-down ok) list phone numbers among other things. When a criteria of one of these phone number is met, I want to highlight the Group level (footer in this case), So that it's easily identified without looking into the detail.

Here's what I have:

A formula, {@ALERTS} in the detail section:

IF (LENGTH(TRIM({Avaya_Phone_Log.number})) >= 13 AND LEFT(TRIM({Avaya_Phone_Log.number}), 3) = "011") OR
(LEFT(TRIM({Avaya_Phone_Log.number}), 4) = "1976") OR
(LEFT(TRIM({Avaya_Phone_Log.number}), 4) = "1787") OR
(LEFT(TRIM({Avaya_Phone_Log.number}), 4) = "1939")
THEN
"ALERT"
ELSE
""

This works fine, putting "ALERT" on each correct row of the detail section.

Then in the section expert, under the color formula for the Group Footer, I have:

IF {@ALERTS} = "ALERT"
THEN
crYellow
ELSE
crNoColor

Here I want to highlight the GroupFooter if one or more of the detail records have this "ALERT" in it.

Thanks again for your help!

 

[ericb1]

Nevermind! Thanks LB, I needed to change the formula to look at the sum for the employee, not the field.

Thanks again!

 

[lbass]

Or you could use your formula that results in "Alert" or "" and use a highlight formula like this:

if maximum({@yourformula},{table.employee}) = "Alert" then crYellow else crNocolor

-LB