How to add a report template

From the Category drop-down list, select a report category.

Click the New button. The Report Template dialog will be displayed.

Select the category, if required.

Note: The Category will be automatically completed if Step 1 was followed.

Select a report type.

Select a criteria method.

Enter the name for the report.

Click the Short Name Copy button () if the short name is to be the same as the name. OR Enter a short name.

Click the File Name popup button () to select the file name location. This will automatically update the Folder Name field.

Select the Use Native Report Engine status.

Select the Use Native Report SQL status.

Select the Can Print? status:

Yes (default): The report can be printed.

No: The report cannot be printed.

Select the Can Preview? status:

Yes (default): The report can be previewed.

No: The report cannot be previewed.

Select the Can Export? status.

Enter the notes, if required.

Enter the Base SQL Query, if required.

Click the Groups tab.

Click the New button (). The Report Group dialog will be displayed.

Enter the General information:

Name: Group name.

Enter the Value Formula information:

Name: Formula name for the group value inside the report.

Default Value: Crystal report field holding the value.

Notes/Value Name: Name of the group that is shown.

Enter the Text Formula information:

Name: Formula name for the group name inside the report.

Default Value: Crystal report field holding the name.

Notes/Text Name: Name to be shown.

Enter the notes, if required.

Click the OK button. The Report Group dialog will close.

Repeat steps 17 to 22 to add more report groups.ORClick the Formula tab.

Click the New button (). The Report Formula dialog will be displayed.

Enter the General information:

Name: Formula name for the criteria inside the report.

Default Value: Value for the formula.

Enter the notes, if required.

Click the OK button. The Report Formula dialog will close.

Repeat steps 24 to 27 to add more report groups. ORClick the OK button. The Report Template dialog will close.