Crystal Reports Customized Groups

Did you know that in Crystal Reports you can design your own customized groups for your reports? All you need to do is to decide what the new groups will be called and what the rules or criteria are for the different groups. You are ready to go!

Let’s say that you have a list report containing 250 companies and the total sales amount for the year to date. The Sales Manager would like to see them grouped as follows:

Gold Star Customers (Total Sales Amount greater than $100,000)Silver Star Customers (Total Sales Amount between $50,000. and $99,999)Bronze Star Customers (Total Sales Amount between $10,000. and $49,999)Must Contact Customers (Total Sales Amount less than $9,999)

Here’s how you customize the grouping in Crystal Reports:

Insert a group on the Total Sales Amount field.Select Group from the Insert menuIn the order drop down (second drop-down on Common Tab)—choose Specified Order.A New Tab will open with the label Specified Order.

Type the name of the group ie. ‘Gold Star Customers’ and click on the New button, which opens the following dialog for entering the criteria of this group:

Add your criteria and click OK.Create the other two main groups in the same manner.The last group, Must Contact Customers, will go on the tab for Others.
Select the tab Others – notice the radio button is already there, just change the name in the text box from ‘Others’ to “Must Contact Customers”.You now click on OK and you are done!!

You have now made your first custom grouping for your report! Congratulations.

Happy Reporting!

View the original article here