Would anyone be willing to share a crystal report that would prepare labels for participants with account balances? The savvy users will know the trick is not to get a label for every account, but just one per person. I talked to Relius who said it cannot be done, BUT at my last job we had reports that did this. At the risk of being picky, we use Avery 5160 labels.

Thanks!

Relius>Reports>query>fund balances...

You can select a report the prints only participants with account balances. With a little imagination you can use the export file to drive a mail merge. RIght now it is a 'standard' report I think, so you can't get to it to modify the report for your uses.

I have no clue how this report works. I didn't write it. I have no idea how the fields are even set into this report - I looked at it simply to update the report to the current level, and was totaly baffled by its format. quite the idiot I am on this one. haven't used this report in years.
it will print 30 people per page (3 x 10) have no clue what labels that will be for. It won't select out people (except I see it is coded not tp print 'paid out' folks (unless I guess if you are at Relius 12, if I remember they said they are getting rid of that status to make life difficult on us folks ...er...well maybe that wasn't the reason but I understand they are getting rid of that.
anyway, from report writer you can always say don't print ineligibles. Can't do anything about those without acct balances - though I guess you could put people without balances into a division and then supress that in the report.

so Austin, curious mind wants to know, did the report even close to what you wanted?

Go to section expert, then click on Details (not one of the individual detail sections). You should see the option to Format with mulitple columns. I've never played around with this option before, but looks like it could be handy.

interesting. and I see you can also set height and width. like you, never tried using that before. thanks for pointing that out.

It got me in the right direction, but I didn't need addresses, etc. Also, the report you attached was pulling from RPTEE so all participants were getting pulled in, even those with no activity.

I based this one off of RPTEEACCT. This report prints a label only for people who had account activity (I'm trying to supress those with no ending balance).

One key issue was not getting people's names to be listed 3 times if they activity in 3 accounts. In this report, I selected (under the database menu) "Select Distinct Records" and that seemed to do the trick.

If anyone knows how to get the select expert to work to suppress those with no ending balances, please let me know (or modify the report and reattach it).

Thanks!

Nice tip Fredman!!

This one works! The report includes only participants with ending balances, and terms are printed at the end of the report (because they get sent out and not hand delivered).

Prints perfectly on Avery 5160.

so much for the idea that it can't be done. good job!

Very nice Austin! Thanks for posting back your finished report.