Crystal Reports 10

[Mojz]

Hello All, TGIF!

I have a report that shows me a case manager’s caseload, which is the total number of clients a case manager is assisting.
For example, John is assisting 82 clients.
These clients are divided into families (households)...
So he may be assisting 82 individual clients, which comes to a total of 28 Families.

Currently, Crystal Reports 10 makes me enter a parameter value.
So when I refresh my report, it makes me enter a parameter value, which is a case manager’s initials.
In doing so, I can only view each case manager and their totals, individually.

I would like to create a report that shows me a list of all my case managers and their total number of families each one is assisting.

I’d like the report to look something like this:
John Doe 22 Families
Jane Jacobs 21 Families
Joe Jones 23 Families
Joan Jet 20 Families

Any idea on how I can create this?

I feel like I am missing something....

Thanks in Advance, Mojz

 

[pmax9999]

You just need to remove the reference to the case manager's initials and the parameter from the Record Selection.

You may need to add something so as to limit the records returned to "open" cases - without knowing your case management data it is difficult to be specific.

Hope this helps.

Cheers
Pete.

 

[Mojz]

Thanks for replying pmax9999!
How would I remove the case mgr's initials and the parameter?

 

[pmax9999]

From the Menu, select Report => Selection Formulas => Record.

You will then need to look for a piece of code that says something like {Table_name.Field_name} = {?Your Parameter Name}.

If you aren't able to identify the correct piece of code, post the entire Record Selection Formula here and we should be able to help you identify the correct pice of code to remove.

Cheers
Pete

 

[Mojz]

I went to Report => Selection Formulas => Record
But can't find the piece of the code that says that...
So how do I get the entire Record Selection Formula?

Thanks in Advance, Mojz

 

[kray4660]

Can you send us a screen shot of what you are seeing?

 

[Mojz]

Hello All!

I uploaded an attachment. Hopefully, you are able to view it.

So as you can see, I have a Family ID for every household.

And every person in the household has a Client ID.

Due to the parameters feature, I can only view my case manager one by one.

I would like the report to show me a list of all my case managers (their initials) and their total number of families each one is assisting.

I’d like the report to look something like this:

22 Families ZM
21 Families MO
23 Families JJ
20 Families PR

I am having trouble removing the case manager initials parameter....so I can create a report like this (above)

 

[kray4660]

What I really wanted to see was the 'Report => Selection Formulas => Record', so we could figure out how to remove the filter on the report. It is possible that the report is filtered at the command level.

 

[Mojz]

Ok, does this screen shot work?

mojz

 

[kray4660]

It appears on the surface the the filtering is being done in a command or a stored procedure. A command could be fairly simple to look at (Database menu item, Database expert, right click on the item in the right pane, you should get a pop up menu that gives the option to edit command). If it is not a command (i.e., Stored Procedure). Then you will need other tools and possibility permissions to edit the data source.