Crystal Reports

The Crystal Report plugin is used to display a Crystal Report on the Dashboard in either PDF or HTML format.

If a user must enter parameters to run a particular report, the plugin will request the parameters before the report is displayed.

Administrators can also configure the plugin to display a link to the report. When users click the link in the Frame, the report is launched.

Note: To speed up Dashboard load time, Lucity does not run reports every time the Dashboard is loaded. Instead, it runs and reloads reports after a specified amount of time has passed. By default, this period is every 4 hours.

The report above is a Summary report. It provides an overview of the number of open Work Orders and how long they have been open. Summary and graph reports are most effective on the Dashboard because they provide a general indication of activity.

* This number is based on the Admin Portal > Settings > System Settings > Web Performance Tab > Max # of Pages on PDF Crystal Reports setting.

Open the Dashboard and the Dashboard Tab that you would like to edit.
Click Enter Design Mode .
Locate the Frame to which you would like to add a Plugin.
Click the Add Plugin button at the bottom of the Frame. The following pop-up appears:
Select Create a New Plugin. The tool expands to display Plugin options.
Select the Crystal Report option.
Click Create Plugin. A new Plug-in is added to the frame, and the Add Report menu appears on the right.
In the Selected Module field, choose the module associated with the report.
Select a report from the Report Name drop-down list.
- To show only reports optimized for the Dashboard, click the Show Only Dashboard Reports check box at the top of the window.
To customize and limit the record set included in the report, use the Acquire button to change the filter.
- In doing so, users can either create a new filter or use a filter previously saved in Lucity Desktop or Web.
Select report display options.
Click Save to accept the report settings.

Some reports have built-in parameters. This must be filled out before the report will be run. Many built in reports have an optional Subtitle parameter. These can be disabled for reports displayed on the dashboard using the Admin Portal > Settings > System Settings > Reporting > Suppress Subtitles on Dashboard Reports setting.

Selected Module	Enables users to select a module. After one is selected, the Report Name field displays only reports associated with that module.
Select Module	Displays a list of available modules.
Report Name	Enables the user to select a Report from the drop-down list. Only reports relevant to the Selected Module are appear here.
Filter	Displays the Filter of records against which the report will be run.
Acquire	Enables the user to modify the Filter.
Basic View	Generates the first ##* pages of the report and displays the report in the Dashboard.
Linked Report	Puts a link to the report on the dashboard. When users click the link, the plugin opens a new tab that generates the report in an Advanced View.
Advanced View	Generates the first page of the report and displays it on the Dashboard. Users can page through the report one page at a time, regardless of the number of pages.
Set Dimensions	Enables the Width and Height fields, allowing users to manually control the size of the report. Note: These fields do not control the size of the Frame.
Save	Saves all changes and closes the window.
Cancel	Cancels all changes and closes the window.