Crystal Reports

The Crystal Reports (CR01) program is used to create an organized list of your predefined Crystal reports within folders and sub-folders that can be easily accessed without having to navigate using the Crystal Reports program.

Note: This module is installed by a Tecsys SMB staff member.

CR01 allows any Enterprise Client workstation to launch a pre-defined Crystal Report using PointForce Enterprises’ built-in Crystal Reports Runtime module. A full version of the Crystal Reports application is only required on those workstations that you wish to design or customized reports on.

Runtime reports require that the Enterprise ODBC be pre-configured on the workstation before the report is launched. The Enterprise ODBC is installed on all Enterprise Client workstations but must be configured for use using the Enterprise Program Menu's Help/About/ODBC.

CR01 is configured by an administrator to organize the pre-defined reports into folders and sub-folders. Pre-defined reports can be selected from the Enterprise Database Guide's collection of sample reports or can be created using the full Crystal Reports application.

There are three phases that you must follow to create a report tree. These phases are found under the Goto menu. We recommend that you execute the following options in the order listed below when creating or adding to an existing tree:

1. Report Groups - For more information on this option, click here.

2. Report Files - For more information on this option, click here.

3. Report Tree - For more information on this option, click here.

The following defines every field on CR01:

• Group Name - the Group Name field displays the name of the selected group. This field cannot be edited.

• Report Tree - the Report Tree consists of predefined groups and the reports within in the groups. The reports display when you click on the '+' icon to the right of the group name.

^{Crystal Report Selector (CR01) - Group Name Example}

When you click on a report, the CR01 window changes as follows:

• The 'Group Name' field is replaced with the following fields:
  • Report Title - displays the title of the selected report. This field cannot be changed.

  • Report Filename - displays the actual name of the report as it was saved in the Crystal Report program.

The following table outlines the functionality of the buttons on CR01:

Button Label	Icon	Functionality
Run Report		Runs the report. The selected report automatically displays on your screen. Note: If you are running Crystal with Microsoft Vista or Microsoft Windows 7, once you open the report and click on the Printer Setup icon you can print the report to your default printer only. If you want to select another printer (i.e. not your default printer), click on ALT+P to open the Page Setup window. You can now select an alternate printer.
Search Crystal Report File		Allows you to select an alternate report to run. Selecting an alternate report does not change the structure of the tree.

^{Crystal Report Selector (CR01) - Report Example}