Passwords

[ashleybyrdnc]

I have 20 Sales Reps who all need access to the same report, only they are only suposed to see the section that is equal to their own SalesRep Code. In the past I had 20 different reports and the only difference was the Selection Critera was equal to their own RepCode. But as the company is growing I am starting to have multi reports like this.

So is there a way to create just one report and have then enter their RepCode and a password that will let them only see their info? If so then how can I set up my report on when it opens not to show the last data that was run?

Thanks,

 

[IanWaterman]

Just add a user parameter called RepCode

Then in select statement add

{RepCode_Field} = {?RepCode}

Ian

 

[ashleybyrdnc]

That was what I tried first, but it want let me select a parameter in the Select Expert.

sorry I am pretty new to Crystal.

 

[IanWaterman]

They have to be the same data type.

In data explorer see what your repcode is and make sure your parameter is same type.

Ian

 

[ashleybyrdnc]

I tried something like this, I have two paraments RepCode and RepPass,

Then in a Formula I did,

If {?RepCode} = "1" and {?RepPass} = "Password1" then RepCode = "1"

and it didn't work.

 

[IanWaterman]

What do you mean it did not work?

Where did you place the formula?

Did you set the parameters as required, remembering that Crystal default is Cases sensitive.

Ian

 

[ashleybyrdnc]

Ok I think I have it figure out, I had my groupings wrong. Is there a way I can set the report to not show what was previously ran (For example Rep 1) was in the report last and now Rep 2 needs to view his info. I don't want him to see Reps 1 info?

 

[IanWaterman]

YOu must have save data with report checked.

File -> Uncheck save data and then save again. Now whenever report opens it will have no data.

Ian

 

[ashleybyrdnc]

Great your wonderful THANK YOU!

 

[ashleybyrdnc]

Opps it still gives the options to use the values that were previously in the paraments, how do I get ride of that?

 

[IanWaterman]

How are reps accessing the report?

If via Enterprise, republishing this version without saved data should stop report retaining parameter values.

Ian