Subreports in Crystal

[Guest Tbrown]

I am working on a participant statement that will print current and year-to-date information by fund, grouped by source. I've set it up using a pretty basic statement and then entered almost the identical statement as a sub-report only it uses YTD information. Everything works except one thing. I am running a report from 7/1/2003 - 12/31/2003. The current period data is fine, but the YTD for one person is incorrect.

This person had a beginning balance in 2 funds, but moved everything that was in one of the funds to the other fund on January 1. This fund does not show up on the YTD report, but the transfer into the second fund does appear as a transfer. I don't have any suppression elements in my report so I am assuming that the front end in Relius suppresses the activity if there is no beginning balance and no activity in the date range. And in this case, as of 7/1/2003 there isn't a beginning balance or activity. But it is the YTD section that doesn't show it when it needs to.

It also could be a linking issue. I was trying to link off of rptplan.rptfromdate and rptplan.rpttodate but rptplan is the only table in my report that contains those elements.

Does anyone have any thoughts?

Tim

[Guest sjphillips]

I've run into this problem before - you might try checking the "accounts with report period activity or current year activity" option on the Account Data Options in report writer. This will generate the data for those funds that have no current activity in the period.

For subreport linking, I always try to include the rptplan table in both the main and subreport, then link planid, yrenddate, adminid, rptnam, rptfromdate, and rpttodate. When I tried to use less, I would get data that had been generated for other report types, by other people, different plan years, etc...

[Guest Tbrown]

Thanks. Boy do I feel like a dope. You can tell I haven't been in Crystal in a while. Your suggestion worked perfectly. And I am linking my sub-report on all the fields you mentioned except I am also linking on rptee.ssnum.

Thanks for your help.

Tim