Subreport Formula ?

[dg3249]

I have a subreport that is pulling invoice details per client. My main report is grouped per month per client.
My problem is that the subreport is pulling all invoices for the client, not only the ones for the specified months.
This subreport is linked by Client Code, is there a formula that I could write that I can tell it to only pull the invoices for the specified month?

I have also tried to link the subreport by invoice number and this doesn't seem to work either. If a client has 5 invoices for the month of Oct. It will only show the details for the first invoice.

Your help would be greatly appreciated..

 

[stormtrooper]

Did you try the "Edit Subreport Links..." under the "Edit" menu? You should be able to fine tune your subreport there.

 

[dg3249]

I have tried to link my subreport different ways and am not able to get it working.
Can I write a formula in my subreport that I can tell it to only pull the invoices for the specified month?

 

[dgillz]

Yes, write a record selection formula in the subreport itself. However if the subreport link is properly setup this should be automatic. Software Sales, Training and Support for Macola, Crystal Reports and Goldmine
dgilsdorf@mchsi.com

 

[dg3249]

I thought that I had setup the subreport link correctly, linking based on Invoice Number but as I mentioned above it only brings up the first invoice in the list of 5. Should I not be linking based on Invoice #.
Also, how would you write the formula??

 

[dgillz]

Your subreport link should be based on invoice number, IMHO. If this is done correctly you do not need a subreport selection formula.

However, if you edit the subreport (no the subreport links) and click on report, edit selection formula, record, then enter a selection formula to only pull the desired months data, you should be fine. Software Sales, Training and Support for Macola, Crystal Reports and Goldmine
dgilsdorf@mchsi.com

 

[dg3249]

My report is not only for a one month period. It's sorted by Year/Quarter/Month/Client, will a selection formula work for this?

I would really rather get the Subreport working on its own.
Do you have any ideas why its only pulling up the first invoice number for a client instead of all invoices?
I have the subreport in the Client Grouping. If I put the subreport in the details grouping it will pull up all invoices, but individually.
I am linking the subreport Invoice Number with the Invoice Number of the main report.

 

[dgillz]

If you email me the report, with saved data, I'll take a look at it. Software Sales, Training and Support for Macola, Crystal Reports and Goldmine
dgilsdorf@mchsi.com

 

[dg3249]

I have decided to use a drill down report instead. The subreport just isn't working.
Thank you for all of your help.