Instance Filter

[MIChad76]

CRXI Server

If I change a filter in a report via the designer it does not seem to change it for a recurring report instance in InfoView. This is a major pain if I have 50 to 100 instances of a report - how can I fix this? Do I really need to go into InfoView and change the filter on each one?

Thanks,

Chad

 

[synapsevampire]

Instances have already ran, modifications to reports in CE are made to all future instances.

-k

 

[MIChad76]

But recurring instances when I see them through InfoView have the old filter.

---
Chad Smith
michad76@gmail.com

MCP - Microsoft SQL Server
Crystal Reports Certified Professional
GoldMine Certified Professional
Microsoft CRM Certified Professional

 

[synapsevampire]

That's because they've already been scheduled.

-k

 

[MIChad76]

So if I have a report w/ 300 recurring instances and I change the report's filter I have to go into InfoView and paste the new filter into each one?

There must be a workaround or 3rd party solution - how could anyone with any large # of reports manage this?



---
Chad Smith
michad76@gmail.com

MCP - Microsoft SQL Server
Crystal Reports Certified Professional
GoldMine Certified Professional
Microsoft CRM Certified Professional

 

[Turkbear]

Hi,
Why would any report need 300 recurring schedules, especially one with identical selection criteria?

Perhaps there is a confusion between a recurring schedule and the historical instances already run?







To Paraphrase:"The Help you get is proportional to the Help you give.."

 

[MIChad76]

Different users/groups of users get the same report, the parameters are different but the select criteria/filter are the same.

These are generally sales reports so individual reps get reports with just their sales/lead information.


---
Chad Smith
michad76@gmail.com

MCP - Microsoft SQL Server
Crystal Reports Certified Professional
GoldMine Certified Professional
Microsoft CRM Certified Professional

 

[Turkbear]

Hi,
Thanks, that ecplains it.
If it were in my system I would ( as I am sure you have) look for a database-centered way to do this distinction so I could have far fewer recurring instances..








To Paraphrase:"The Help you get is proportional to the Help you give.."