Group summary on one page then all detail on next 1

[stef315]

Sorry but I know this is basic and probably has already been posted. I did search and read a bunch of posts but just got more confused.

Basically, this is what I need. I am doing an invoice in Crystal (ver 8.5). The invoice needs to have the first page summarized by an item attribute (like generic description) and the second page will be all the detail. So, the second page might have 4 lines of items with generic description "PARTS" and 2 lines with items w/gen desc "LABOR". The summary page (1st page) will then have two lines: 1) Total Parts and 2) Total Labor.

I'm just not sure what this involves: subreport? cross-tab?

Thanks for any/all help!

 

[paulmarr]

Hey stef,

What I would do would be to put my totals for each group in the Group Header - stretching it out to be longer and formatting it appropriately - then I would go into the Section Expert - highlight the Group Header section where the summary information is - and tick "New Page After". This will force the details section to the next page.

You will need to use two running totals - and for each under the "Evalute" option write a formula like
{field1} = "PARTS" and {field1} = "LLABOR" for the other - place these in the Group header as I said.

I hope this helps

paulmarr

 

[stef315]

So, you are saying I would need to add a group that breaks on the Item Type (like parts, labor)? Then put in totals? I don't currently have the report grouped that way.

I have a group by customer then a group by invoice number since it can be multiple invoices. The group by invoice number was just to try to get a list of all the unique invoice numbers for that customer. I can take that group out though probably.

Anyway, the summary page has to include totals for all types on the page. Then the detail for all types on the next page(s).

 

[paulmarr]

Stef,

No I didn't mean to create or alter your groups.

Each section in Crystal can be resized to your requirements.

You could:

1. Stretch the Group Footer out to the size of an A4 sheet of paper - 297cm for portrait - 210cm for landscape to force the group header to be printed on one page - the details would then be on page two.

or

2. Go to the section expert and tick "new page before" on the Details section - which would also force the Group Header above to a separate page.

The Running totals would be needed as summary fields - because you are not grouping on the "Parts" or "Labor" field. Therefore if you use a normal summary field it will total up both types - which I understand you want to show separately. Once created - you can display these "Running Totals" in the Group Header.

I hope this is a little more clear for you.

Cheers,
paulmarr

 

[stef315]

Okay, so I right-click on the amount field and choose Insert then Summary or Running Total?

Would I also have to then sort by that item type field?

Thanks for all the help!

 

[paulmarr]

Right Click on the field - Insert - Running total

You need to create (2) - name one Parts and one labor

in the "Evaluate" option - write a formula for each:

{db.field} ="PARTS" for one - Reset option set for the group you are subtotalling for.

Do the same for the second one - substituting the formula:
{db.field} ="Labor"

Place then in the Group Header! No need to sort them - the running total will only summarise for records that equal the formula.

Cheers,

paulmarr

 

[stef315]

Now I kind of understand. It works if I put it in the Customer group footer--but not header.

Also, when I did: "2. Go to the section expert and tick "new page before" on the Details section - which would also force the Group Header above to a separate page."
it put every line of detail on a seperate page.

Thanks again.

 

[paulmarr]

1. Oops - I meant to say tick "New Page After" on the Group Header section!

2. You can create a formula to put in the Group Header:

whileprintingrecords;
{#RTotal01}

AND in anohter formula

whileprintingrecords;
{#RTotal02} - to display in the Group Header.

Cheers,

paulmarr

 

[stef315]

Great! Page break thing works!

The running total still only works in the footer though. I created a formula like what you had except with my running total field and put it in the group header. It just gives the amount of the first line.

Also, with this method I'd have to name every possibility of Item type. They have about 10-12 right now. Parts and Labor was just an example. Really it's vendors that they purchase the items from. They then need to bill to their customers and summarize on these vendors. I know...seems silly. They won't have that many vendors and it won't change too often but I wonder if a formula could be used instead. Probably not. There isn't a Crystal function that does this kind of thing is there? Or maybe the sub-reports would have worked? Ugh!

 

[stef315]

I think I will try to do this as a sub-report although I'm not great at those.

I have to redo the entire report because I did it in ver 9 and my client has ver 8.5. I hoped they'd upgrade but they use another software that isn't compatible with 9.

Thanks for your help. I'm sure I'll have more questions.