Parameters and a simple report

[RepRider]

CRXI with SQL database

I have no experience with parameters but I am trying to create a simple report and I am lost.

Using one table with client information I would like to create a simple report that will display the clients case number and date of birth after the user has specified the clients last and first names with the parameters. Cascading them would be wonderful

This would be a simple way to look up the correct DOB and case number. I thought that if I created the last name and first name parameters that this would then select the correct two corresponding values but it shows other consumers values for DOB and case number.

The four fields are simply last_name first_name DOB and Case_number all in the same table. This report would save them going into the EHR to search for these two values.

HELP.. it must be so simple but brain has stopped.
Can someone show me the way... I thank you in advance.

 

[lbass]

How did you set up the record selection formula? It should look something like:

{table.lastname} = {?LastName} and
{table.firstname} = {?FirstName}

This would require an exact match on both names, and should return only one customer (or at least only those with that same name).

-LB

 

[RepRider]

Duh... I feel so stupid! I had nothing in the RS thinking the parameters did that!

I need to make this have as few steps as possible for quickness for the user. Would cascading paramters be a good idea? If I understand them right... they would type in the last name and a submenu would appear with associated first names for that last name and they would select the correct first name and be done. Am I misunderstand how this works?

Thanks lb... of course you could find me!

 

[chelseatech]

Sounds like you've sorted the selection. you can make your parameter a cascading pick list by changing it from Static to Dynamic. Select the fields for the pick list.

You might need to delete the parameters first as you really want two paramters that are part of the same "Prompt Group".

Create a parameter called "Name" and then within that a FirstName and LastName pick list.

then your selection is
{?Name.FirstName} = {table.FirstName} and
{?Name.LastName} = {table.Lastname}

Editor and Publisher of Crystal Clear

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