Opening Balance

[Kivairu]

I need to put an opening balance on a report which a summation of my debits and credits for transactions prior to my from date parameter.Anyone with an idea?

 

[Madawc]

Group by date-range, two groups, "Before From-Date" and "Main". For "Before From-Date", suppress the detail lines and just show the totals.

This could also be done by a subreport in the group header, but selecting and then suppressing should be quicker.

It helps to give your Crystal version - 8, 8.5, 9, 10, 11 or whatever. Methods sometimes change between versions, and higher versions have extra options. In this case, it probably makes no difference.

Madawc Williams (East Anglia, UK). Using Windows XP & Crystal 10

 

[Kivairu]

I have tried to avoid the subreport because the report is to be used by non-IT people so I have done the report below but It's not returning anything.

if {@Date}<{?From Date} then Sum ({@Amount Debit})+Sum ({@Amount Credit})

 

[chelseatech]

We have developed a "Share" function library which can be used to save data between reports or between different runs of a report. You can download a trial version from our web site, and check out our newsletter where there is an example of an "Opening Balance" report.

Editor and Publisher of Crystal Clear

http://www.chelseatech.co.nz/pubs.htm

 

[lbass]

You must include the dates that generate the opening balance in your selection formula for your conditional formula to work.

-LB