Deprecated: Please Please SeeCustom Reports
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License
The Crystal Reports module requires a separate license to be installed before key parts of the functionality are available. This license is disabled by default. Please contact PCR to obtain a license.
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Uploading Reports
To upload a new report:
Go to Admin > Crystal Reports > Upload Reports
Click Upload File(s)
Choose the report from your PC and click Open. Remember that only valid .rpt files will be allowed to upload to the PCR-360 server.
Click
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Edit Selected
The 'Edit Selected' button will let a User modify a report.
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The 'Scheduled Batches' tab includes the same functionality as the 'Create Batch ' button on the Manage Reports grid.
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Batches are designed to generate a set of Historical Reports in the application. To do that the batch needs a data set to use in generating the reports. The Filter SQL is used to define the data that you want passed to the Report. Create Batch will allow the User to set up a Batch with optional Notifications for Users and Schedule reports. Select a report to create a batch. Click the 'Create Batch' button button to open the Report Batch Process Form.
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The 'Filters' tab allows the User to determine which User the report will be assigned to. An Admin can select to use a 'Prebuilt Filter' The Batch Filter grid is where the 'Prebuilt Filters' are created and stored, and a complete guide to creating these filters is available there. If the User doesn't want to use the Prebuilt Filters, then new filters can be created from scratch.
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The 'Save to History' button will create a report that can be accessed by the User. It is assigned to the Historical Reports where it can be accessed by the User(s) it is assigned to.
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To assign a report to a PCR-360 form
Navigate to the desired form. For example, Main > Service Desk > Orders
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Click the
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menu, then Manage Reports
Click the
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Choose the report you want from the Upload list.
Click the
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You will need to close the Manage Report Links screen and the Add New Service Order screen.
Open an existing Service Order. On the title bar of the screen next to Options, you should now have a Reports menu option.
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Click Report and then select your report to View the report. You can have multiple reports per form.
Batch Filter
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This will add a User defined Filter to the 'Prebuilt Filters' drop down on the 'Filters' tab in the Create Batch form. There are only two required fields for this operation. The 'Name' of the Batch Filter that is desired serves as a descriptor that can be easily searched for and the actual SQL of the filter.
Batch Filter SQL must contain 2 specific columns in the select: KEY*and*ASSIGN.
KEY - this column is the parameter that is passed to each Crystal Report when they are executed.
ASSIGN - this parameter is assumed to contain a USERS table RECID. It is used when assigning the Saved Data report to specific User in the Historical Report table.
After writing the SQL the User can click the button.
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The 'Delete Selected' button will remove any Batch Filters that the User has created.
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