need to show last 2 appt. in forecasted sales report

[andie18]

Hello,

I am writing a report using crystal developer 8.5 that goes into GoldMine (SQL backend) and first finds all of the pending sales in a given date range (which I can setup a parameter and then search by cal.rectype startswith "S")then I need to go into the history table and list the very last and second to last appointments. So the report needs to look like this:

Prospect 1st meeting 2nd meeting proposal date
ABC Co. 2/4/2004 4/6/2004 4/6/2004

What would be the best approach to get the 1st and 2nd meeting dates?

 

[andie18]

I have been thinking about this one for a while and I was wondering if I did a TopN sort and set it on a formula that looks at creation date and record type of A (for appt) -descending and have it show N as 2. Then I was thinking of somehow creating 2 formulas to display first appt and then the second appt.

So does it sound like a feasible plan of sorts or am I full of hooey?

 

[lbass]

For the history fields, you should be able to sort by the history date field, descending, and then drag the date field into the group header. Then add a formula:

next({history.date})

Place this formula in the group header to show the second date from the history table.

-LB