Reports

Custom Reports that have been created for the desktop version of Lucity will NOT work in the Web application as is. To convert a report from a standard Lucity report to a Web report, complete the following steps:

Note: Reports must be posted to the web server in the \Lucity Web\Reports directory.

1. Make a copy of the report and add Web to the end of the report name.

   Example: Desktop report WOSumGrProb.rpt would be copied and renamed for the Web WOSumGrProbWeb.rpt.

2. The Web report would then be converted as follows.
3. Open the report in Crystal Reports.
4. Go to Database>>Set Datasource Location.
   • SQL Server Clients select OLE DB (ADO)>>Make New Connection.
   • Oracle Clients select Oracle Server.

   

5. If you are using SQL Server you will then be prompted to select a provider. Use the Microsoft OLE DB Provider for SQL Server as shown below.

   

6. Next, enter the Connection information.
   • For SQL Server, include the SQL Server Name, User ID, Password, and Database. The Database is specific to the report database that it was created with, such as GBAWork or GBAEquip.

   

   • For Oracle, include the Service, User ID, and Password.

   

7. Once you create a connection you will need to individually (manually) map every table from the report one at a time. To do this, click on a table in the top box (Current Data Source) and the same table in the bottom box (Replace with) and then click on Update.  Do this for each table, even the ones listed under Subreports.  Note: Properties is not a table to be updated.

   

8. To do this, click on a table in the top box (Current Data Source) and the same table in the bottom box (Replace with) and then click on Update.  Do this for each table, even the ones listed under Subreports.  Note: Properties is not a table to be updated.

   

9. After the report is converted for Web use it will need to be added to the appropriate report folder. Typically found at intpub\wwwroot\LucityWeb\Reports. Drop the report in the correct folder such as Work or Equip.

1. Click the New Report button at the bottom of the Report Manager dialog. The following window will appear:

   

2. Enter the Report Name.
3. Enter the Report File Path. This should always start with Reports\ and then the rest of the path to the report including the .rpt file extension.
4. Enter the Report Description.
5. Select a group for the report if desired. Groups allows users to filter down the list of reports in the web.
6. Click Save. The new report will be added to the Report Manager.

   Note: The Report Manager does not provide a way to upload reports. Reports must be posted to the web server in the \Reports directory in order to be available online.

More information about Creating and Adding Custom reports.

1. Highlight a report listing in the Report Manager grid.
2. Click the Edit button at the bottom of the dialog. The following window will appear:

   

3. Using the fields provided, edit the Report Name, Report File Name, and Report Description as needed.
4. Save changes.

1. Highlight a report name in the Report Manager grid.
2. Click the Delete button at the bottom of the window.
3. A prompt will appear to confirm the deletion. Click OK to continue.
4. This will delete the record out of the grid but will not delete the .rpt file on the web server.

Creating Groups

1. Click the Report Groups button. The following pop-up will appear:

   

2. Click Add. The pop-up will expand.
3. Enter the Group Name and click Save.
4. The group will be added to the list.
5. Close the Report Group pop-up.

   Note: Groups can be created in different ways. They can be created by department, by type of user, etc....

Adding Reports to Groups

1. Select a report in the list and click Edit.
2. Use the Report Group drop down to select a group.
3. Click Save.
4. That report will now appear as part of that group in the Lucity Web Reports dialog.