Deprecated: Please See Custom Reports

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.

Manage Reports

Crystal Reports can be managed and associated by Users of PCR-360. These reports can be associated with individual Users and on Forms throughout the application.

Uploading Reports

To upload a new report:

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 

Edit Selected

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

...

The 'Scheduled Batches' tab includes the same functionality as the 'Create Batch ' button on the Manage Reports grid.

Create Batch

Anchor
Batch Batch

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  to open the Report Batch Process Form.

...

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.

...

The 'Scheduled Batches' tab can set the Batch that is selected to run on a schedule of the User's choosing. The default option is 'Start Batch Immediately', but this can be deselected by the User to set up a Scheduled Batch process. The optional scheduling can be set for typical cyclical Daily, Weekly, Monthly, Quarterly, or Yearly cycles. Additionally, the User can also select a one time run if they so choose.

View Report

The 'View Report' button  will provide the User with a preview of the report. Once the report is generated it can be 'Saved to History', 'Exported', or 'Emailed'.

Save to History

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.

Navigate to Reporting > Crystal Reports > Historical Reports in order to view any 'Saved' reports.

Export

The 'Export' button  will create a file of the report that a User can save to a computer and use as they would any other file. The available formats available to the User are PDF, a Word Document, Excel file, Rich Text File (.rtf), a plain text file, CSV file, Tab Delimited, or XML file.

Email

The 'Email' button  will send the report via external email to whatever Email(s) is selected. The User can choose to include an attachment of one of the valid file formats in the Email that is sent out.

Assigning Reports

To assign a report to a PCR-360 form

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

Batch Filter

Anchor
Filter Filter

The Batch Filter SQL is used to define the data that you want passed to the Report. Any Filters that are built here can be used in the 'Prebuilt Filter' drop down on the Report Batch Process form. To access them, use the 'Create Batch' button or 'Scheduled Batches' tab of the Manage Crystal Report. The grid will reflect the name of the Batch Filter and the 'Filter SQL'.

Add

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.

...

SELECT U.RECID as ASSIGN, C.RECID as `KEY`
FROM CONTACTS C
INNER JOIN USERS U
ON C.RECID = U.CONTACTS_RECID
INNER JOIN CONTACTS_TYPES CT
ON C.RECID = CT.CONTACTS_RECID
INNER JOIN LISTS L
ON L.RECID = CT.CONTACT_TYPE_LISTS_RECID
WHERE L.CODE = 'COORDINATOR'

Delete Selected

The 'Delete Selected' button  will remove any Batch Filters that the User has created.

...