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  1. Go to Admin > Crystal Reports > Upload Reports

  2. Click Upload File(s)

  3. 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.

  4. Click Done  Image Modified

Edit Selected

The 'Edit Selected' button  will let a User modify a report.

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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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  1. Navigate to the desired form. For example, Main > Service Desk > Orders 

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  2. Click the Options menu Image Modifiedmenu, then Manage Reports

  3. Click the Add Image Added button. 

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  4. Choose the report you want from the Upload list. 

  5. Click the Save New Image Added button. 

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  6. You will need to close the Manage Report Links screen and the Add New Service Order screen.

  7. 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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  8. Click Report and then select your report to View the report. You can have multiple reports per form.

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