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  1. Go to Main > Reporting > Available Crystal Reports
  2. Double click the report, or select the report and click View Report Image Modified
  3. If report parameters are required, enter them and click OK Image Modified

Saving a Historical Version

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  1. Run the desired report
  2. Click Save to History Image Modified
  3. Enter the report Description and click Save

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  1. Run the desired report
  2. Click Export Image Modified
  3. Choose the desired format
  4. Click Export Image Modified
  5. Click OK (The report will be downloaded by your browser)

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  1. Run the desired report
  2. Click Email Image Modified
  3. Enter the To email address
  4. Change the Message and Format of the report if desired
  5. Click Send Image Modified

Bookmarking a Report

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

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

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

Historical Crystal Reports

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  1. Go to Main > Reporting > Historical Crystal Reports
  2. Select the report and click the 'View Report' Image Modified button. After the report is run you can Export and Email the report as specified above.

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

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