To personalize a Crystal report by filtering fields

Before you can use profiles to personalize data for Enterprise recipients, the profiles must be configured in the BI platform.
You can filter multiple fields in Crystal reports. When you use filters, a ViewTime selection formula is added to a report to filter data. The formula is applied when the publication runs; it is not saved in the report.
Note:
  • Static-value profiles can filter only string fields in Crystal reports. To filter other types of fields, use expression profile values. If you map the incorrect type of field to the profile, personalization will fail.
  • This feature is not available for Crystal reports in .rptr format.
  1. Double-click a publication to open it.
    The "Properties" dialog box appears.
  2. Click Personalization in the navigation list.
  3. Under Local Profiles, in the Report Field column, select a Crystal report field in the list.
    The list of available fields includes all database fields and recurring formulas in the main report and in not-on-demand subreports.
  4. In the Enterprise Recipient Mapping column, select a profile in the list.
    This profile maps the report Central Management Console (CMC). field to profile values defined for Enterprise recipients. If the profile is not configured in the BI platform, personalization will fail. If you need profiles added to the BI platform, contact your system administrator.

    Note: The Enterprise Recipient Mapping column appears only for publications intended for Enterprise recipients.
  5. In the Dynamic Recipient Mapping column, select a dynamic recipient source in the list.
    The report field is mapped to a column in the dynamic recipient source that contains corresponding values.

    Note: The Dynamic Recipient Mapping column appears only for publications intended for dynamic recipients.
  6. Repeat steps 2 to 5 for each report field you want to filter.
  7. Click OK.