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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 Done
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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Navigate to the desired form. For example, Main > Service Desk > Orders
Click the Options menu
menu, then Manage Reports
Click the Add
Choose the report you want from the Upload list.
Click the Save New
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.
Click Report and then select your report to View the report. You can have multiple reports per form.
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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.
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