The situation is this - a general sales manager has multiple sales people reporting to him/her.
We generate a monthly sales report for each sales manager which is a summary of all sales efforts.
We generate a monthly sales report for each sales rep which is a detail of all their sales efforts.
We want to create a Manager Summary with Detail report so:
1. Created a blank report
2. Tied the report to a datasource
3. Brought in the Manager summary report as one subreport
4. Brought in the Sales Rep sales report as another subreport.
Since this is essentially a one-to-many report situation - one mgr and multiple sales reps on a single report, a couple of questions:
1. We identify managers and reps by employee id and can associate the mgr to their reps - not a problem
2. Where do we place these two reports on the master container page so that we get only 1 manager report and multiple sales reps - manager in header and reps in detail? Manager in header and reps in footer?
Any advice would be helpful!
Crystal Reports Design/training/Consultation
earljgray@gmail.com
We generate a monthly sales report for each sales manager which is a summary of all sales efforts.
We generate a monthly sales report for each sales rep which is a detail of all their sales efforts.
We want to create a Manager Summary with Detail report so:
1. Created a blank report
2. Tied the report to a datasource
3. Brought in the Manager summary report as one subreport
4. Brought in the Sales Rep sales report as another subreport.
Since this is essentially a one-to-many report situation - one mgr and multiple sales reps on a single report, a couple of questions:
1. We identify managers and reps by employee id and can associate the mgr to their reps - not a problem
2. Where do we place these two reports on the master container page so that we get only 1 manager report and multiple sales reps - manager in header and reps in detail? Manager in header and reps in footer?
Any advice would be helpful!
Crystal Reports Design/training/Consultation
earljgray@gmail.com