Hi:
I am new to Crystal, so I apologize if this is a simple question.
I need to create a report that looks at customers who closed their accounts in the last 6 months. Of these people identified, I need to look at what their balances were 6 months prior to their closing date. I know I have to create a sub-report for this but do not know how. the primary report would have fields:
Account number Closing date Note balance( 6 months prior to closing)
One caveat would be that if the date 6 months ago fell on a weekend or holiday, I'd need to go to the last business day prior.
Any help would be appreciated.
I am new to Crystal, so I apologize if this is a simple question.
I need to create a report that looks at customers who closed their accounts in the last 6 months. Of these people identified, I need to look at what their balances were 6 months prior to their closing date. I know I have to create a sub-report for this but do not know how. the primary report would have fields:
Account number Closing date Note balance( 6 months prior to closing)
One caveat would be that if the date 6 months ago fell on a weekend or holiday, I'd need to go to the last business day prior.
Any help would be appreciated.