Welcome to week #14 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using KnowledgeSync. Initially released to only Sage Software partners, the feedback to these bulletins has been so positive (and applicable to all partners and applications) that we are now distributing these to our entire Business Partner Channel.

We will be updating the existing archive articles to be applicable to all partners and applications - but in the interim please feel free to read these articles and apply them to your existing implementations and solutions.

Go back to your Crystal Report (your "Overdue Invoice" report). This report should be designed so that it lists all the overdue invoices for those clients associated with a specific account manager. (The report will have a single selection parameter - the name (or ID) of the account manager.)

Now, go back to your query and modify the query so that it does a "count" of overdue invoices per account manager. (You would specify this on the "Columns" tab of the query.) Add a Sub-Filter on the query so that it returns only those account managers whose "count" of overdue invoices is greater than zero.

When you associate your report to the event that uses this query, you will be prompted to specify the name of the field (from the underlying query) that contains the name/ID of each account manager that meets the query's criteria. Thus if you have 10 account managers and (on a given run of the event) only 3 have clients with overdue invoices, the query result set will be three records, the event will create three reports, and KnowledgeSync will deliver (e.g., email) each of those reports to the corresponding manager.