Reporting: Crystal Reports

Available Crystal Reports

The list of 'Available Crystal Reports' are reports for every day use. This grid provides access to custom designed reports a typical user can access. The reports in this list are managed by the System Administrator. Each report has several functions: viewing, saving, exporting, etc.

Running a Report

To run a given report and view a PDF Preview of the data:

1. Go to Main > Reporting > Available Crystal Reports
2. Double click the report, or select the report and click View Report 

   

3. If report parameters are required, enter them and click OK 

   

Saving a Historical Version

To save the historical data after running a report:

1. Run the desired report
2. Click Save to History 

   

3. Enter the report Description and click Save

Exporting a Crystal Report

1. Run the desired report
2. Click Export 

   

3. Choose the desired format
4. Click Export 

   

5. Click OK (The report will be downloaded by your browser)

Emailing a report

1. Run the desired report
2. Click Email 

   

3. Enter the To email address
4. Change the Message and Format of the report if desired
5. Click Send 

   

Bookmarking a Report

To bookmark a given report:

1. Go to Main > Reporting > Available Crystal Reports
2. Select the report, then click the 'Bookmark Report'

   

   button.

Note: The bookmark will show up in the bottom/southern 360 pane along with any other system bookmarks you’ve created.

Viewing Report Information

To see the author of a given report, it’s direct URL or parameter list:

1. Go to Main > Reporting > Available Crystal Reports
2. Select the report, then click 'Information'

   

   button.

Historical Crystal Reports

These are reports that have been run in the past and are archived along with the data needed to recreate them. They are a snapshot in time and run faster because the data is already stored in the .rpt file on the server (there is no need to query the database).

Running a Report

To run a report:

1. Go to Main > Reporting > Historical Crystal Reports
2. Select the report and click the 'View Report'

   

   button. After the report is run you can Export and Email the report as specified above.

Administering Reports

The System Administrator is responsible for uploading and configuring reports, see Crystal Reports for details.

Developing Reports For PCR-360

Please refer to Crystal Development for detailed information on developing Crystal Reports for the application.