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- Go to Main > Reporting > Available Crystal Reports
- Double click the report, or select the report and click View Report
- If report parameters are required, enter them and click OK
Saving a Historical Version
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- Run the desired report
- Click Save to History
- Enter the report Description and click Save
...
- Run the desired report
- Click Export
- Choose the desired format
- Click Export
- Click OK (The report will be downloaded by your browser)
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- Run the desired report
- Click Email
- Enter the To email address
- Change the Message and Format of the report if desired
- Click Send
Bookmarking a Report
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- Go to Main > Reporting > Available Crystal Reports
- 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.
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- Go to Main > Reporting > Available Crystal Reports
- Select the report, then click 'Information' button.
Historical Crystal Reports
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- Go to Main > Reporting > Historical Crystal Reports
- Select the report and click the 'View Report' 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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