SoftPro Developer Forum

The Select program will set the database for you when running the report from the program. To do so, this requires connecting to the database using the OLE DB(ADO) database type and SQLOLEDB provider in Crystal. Parameters passed from the program to the report/stored procedure without being prompted...

Below are the joins for many of the ProTrust (pt schema) tables. You would need to join to pt.ContactDetail, then to zref.ContactType. Hope this helps! SELECT * FROM pt.[Transaction] AS T INNER JOIN pt.TransactionExtended AS TE ON T.[GUID]=TE.ID INNER JOIN [pt].[TransactionDetail] AS TD ON TD.ID = T...

That data can be found in the pfm.SplitCalculation and pfm.Split tables. Refer to the rptdoc.PolicyRegister stored procedure for examples of how we extract that data for policy register reporting.

Hope these will help. These are the joins for receipts: pfm.CDFReceipt AS R INNER JOIN pfm.CDF AS CDF ON R.RootId#=CDF.RootId# AND R.CDFId$=CDF.Id# LEFT OUTER JOIN pfm.CDFPayor AS PR ON R.RootId#=PR.RootId# AND R.Id#=PR.CDFAmountId$ LEFT OUTER JOIN pfm.CDFLine AS CL ON R.RootId#=CL.RootId# AND PR.Id...

The order information screen has lots of business objects (Order, Loan, Property, Contacts), so they may be on a different object than Order. In your custom field manager, double check which object they were added to. Also, you will only see the tags in the XML if there is data actually entered in t...

I recommend looking at the stored procedures rptdoc.DisbursementSummaryByCDFId, and/or the rptdoc.RevenueFeeDetails. These are good starting places for getting information related to the Disbursements and related CDF lines. These are the stored procedures used for readydoc reports and will show the ...

The Existing Lien position field is not persisted to the database. Please submit a request through SoftPro's Support Team that the field be added to the database.

In your previous post, you had noted that restarting your server corrected the issue. This is likely a setup/environmental issue that is beyond the scope of these forums. Please discuss this with your SoftPro customer support contact.

SoftPro develops reports using Crystal Reports Developer version, production version 11.5.8.826.

I would suggest trying an indexed view to see if that may be faster for you. Also, if you can limit the records from the pf.OrderInfo table by some means prior to joining to the pfm.Entity table that could help as well. And join on to the pf.OrderInfo table on the rootId's. Is it an option to use th...