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Christopher_Arm
Feb 19th, 2009, 09:49 AM
I am using Crystal XI currently.
I need to include a crystal reports formula in my report that runs a report automatically by running the report at the end of the month to the beginning of the next month. Any ideas on how to do this ?

My follow up question is that I am have three existing parameters a start date, an end date, and an LTYPE. It automatically created them all as manual entry type parameters once I mapped my stored procedure. I want L TYPE to be a drop down list that selects between two choices %auto and sign in the list so that it prevents user error in the future. How do I go about doing this ? My manual entered parameter as it exists now works however the percentage sign I have before auto is neccesssary as in the procedure it follows like in terms of a selection filter as there are words that precede auto that are necessary to generate a batch of results on the report. Without the percentage sign the report is blank so I am taking that out of the user's hands with the drop down.

Christopher_Arm
Feb 19th, 2009, 01:44 PM
Ok. I have realized there is no way to schedule reports in this way through a native formula..this would require a change in my stored procedure so that the report runs at the end of the month if the person does not wish to select through the manual parameters. Still, now this poses a bigger challenge.....

brucevde
Feb 19th, 2009, 02:44 PM
Regarding your followup question. Everything you want to do can be setup on the Edit Parameter Field dialog. I don't have CR XI and am assuming that that screen is the same as previous versions.

Edit the LType Parameter
Click the Set Default Values button and enter the two choices as required.
Click Ok.
Uncheck the option "Allow editing of default values...". When Unchecked, the user must select one from the defaults. When Checked, the user can enter a value that does not appear in the list.

When you run the report you should see a dropdown of the default values.

Christopher_Arm
Feb 19th, 2009, 03:12 PM
Regarding your followup question. Everything you want to do can be setup on the Edit Parameter Field dialog. I don't have CR XI and am assuming that that screen is the same as previous versions.

Edit the LType Parameter
Click the Set Default Values button and enter the two choices as required.
Click Ok.
Uncheck the option "Allow editing of default values...". When Unchecked, the user must select one from the defaults. When Checked, the user can enter a value that does not appear in the list.

When you run the report you should see a dropdown of the default values.
There is no set default values button found here must be a different version of Crystal you might be referencing there. There is a choice between selecting static and dynamic values by radio button. There is an insert value field here that allows me to insert my choics of auto and sign. I did this and it worked however I need to get rid of the text field that the parameter was manually entered with as it is now below the populated drop down list.

Christopher_Arm
Feb 19th, 2009, 03:22 PM
I also have been informed that I need to set my month formula within the formula workshop of the report by way of a function and some set conditions so that the report regardless of input by parameter would always give someone a monthly report starting from the previous month end. That is going to be tough.

Christopher_Arm
Feb 20th, 2009, 08:05 AM
Any ideas on how to do this exactly ?