1294497 - How to improve report performance when reporting off Salesforce.com in Crystal Reports?

SAP Knowledge Base Article - Public

1294497 - How to improve report performance when reporting off Salesforce.com in Crystal Reports?

Symptom

  • Report take a long time to return data.
  • How to improve the report performance when reporting off Salesforce.com in Crystal Reports?

Environment

  • SAP Crystal Reports 2008
  • SAP Crystal Reports 2011
  • SAP Crystal Reports 2013
  • SAP Crystal Reports 2016
         
  • Salesforce.com

Resolution

  • There are several factors that impact report performance like:
    • How the report is design;
    • Amount of data returned;
    • Computer processing power, memory;
    • And so on...
            
  • Because Salesforce.com is a web service based data source, the best suggestion to improve report performance, it is to retreive the smallest subset of all your data as possible in the report, by adding filters in the report whenever possible. The more filters you add in the report, the less data will be fetched from salesforce.com, and the quicker response you will get when you view a report. To filter data on a report in Crystal Reports:
       
    1. Open the report in Crystal Reports.
    2. Under the menu "Report", select "Selection Formulas - Record..."
    3. In the "Formula Workshop", add filter to the Record Slection Formula, like:  {Account Country} = "USA"
    4. Save and close the formula.
             
  • If you are familiar with Salesforce Query (SOQL), then another suggestion will be to write an efficient query that perform all the data filtering in Salesforce.com.
    For information on how to create a report off a Salesforce Query in Crystal Reports, see the following SAP Knowledge Base Article:
       
         1294510 - How to create a report off Salesforce.com in Crystal Reports using your own SOQL query?
      
               
  •  For general tips on how to design a report to improve performance in Crystal Reports, see the following SAP Knowledge Base Article:
       
         1636361 - How do I design report in Crystal Reports to improve performance?

Keywords

CRDC, maximize performance, performance, filter data, confining datasets, crystal reports, salesforce.com, SFDC, SForce , KBA , BI-RA-CR , Crystal Reports designer or BusinessViews Manager , How To

Product

Crystal Reports 2008 V1 ; SAP Crystal Reports 2011 ; SAP Crystal Reports 2013 ; SAP Crystal Reports 2016