To personalize a Crystal report using parameter values

  • Before you can use profiles to personalize data for Enterprise recipients, the profiles must be configured in the BI platform.
  • Before you can perform this task, the Crystal report must contain parameters.
  1. Double-click a publication to open it.
    The "Properties" dialog box appears.
  2. Click Personalization in the navigation list.
  3. Review the parameter values under Parameters and note any values that need to be changed.
  4. To change a default value, click the Edit Values button beside the default parameter value, select or type the parameter value, and click OK.
  5. Perform one of the following actions:
    • To override the default parameter personalization with Enterprise-recipient profile values, in the Enterprise Recipient Mapping column, select a profile in the list.

      Note: If this profile is not configured in the BI platform, personalization will fail. If you need profiles added to the BI platform, contact your system administrator.
    • If you are using only default parameter values to personalize a report, select Default value for all recipients in the Enterprise Recipient Mapping column.

    Note: The Enterprise Recipient Mapping column appears only if the publication is intended for Enterprise recipients.
  6. To override the default parameter personalization with dynamic recipient personalization values, in the Dynamic Recipient Mapping column, select a dynamic recipient source in the list.

    Note: The Dynamic Recipient Mapping column appears only if the publication is intended for dynamic recipients.
    If you are using default parameter values to personalize a report, select Not Specified in the Dynamic Recipient Mapping column.
  7. Click OK.