Crystal Reports

The Crystal Report plug-in 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 plug-in displays a link in place of the report. Clicking the link prompts the user to enter the parameters and run the report.

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

Web Example

Features

The first page of the report is displayed in the frame.
Clicking on the report opens a pop-up window that displays the full report. Through the pop-up, users can export, print, view parameters, switch pages, and change the text size of the report.

Example

The report at right is a Summary report. It provides a quick glance at how many Work Orders are open in each category. Summary and graph reports are most effective on the dashboard because they provide a general overview of activity.

Dash Report

Setup

crystal_setup

Crystal Report Options

Show Only Dashboard Reports

Displays only those reports that are specifically designed for the Dashboard. These reports have a filename that starts with 'dash'. They also require no user parameters, which enables them to be displayed on the dashboard.

Module selection fields

Enables users to select a Program, Module, and module Component, forcing the Report Name field to display only relevant reports.

Report Name

Enables the user to select a Report to display from the drop-down list. Only reports relevant to the three previous drop-down lists are displayed here.*

Report Filename

Specifies the filename of the report. This field is completed automatically when the user selects the Report Name.

Filter

Displays the Filter of records against which the report will be run.

Acquire

Enables the user to modify the Filter.

Display link to report

Puts a link to the report on the dashboard, rather than the full report.

PDF/ HTML

Indicates the format in which the report will be generated.

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 frame's size.

Saves all changes and closes the window.

Cancel

Cancels all changes and closes the window.

* To add more reports to this list, add them to the Report Manager.

On a Frame record, click the Add button. The Add Plugin window appears:
In the Select Plugin Type field, select the Crystal Report option.
Enter a name for the plug-in and click OK. The Add Report window appears:
Select the Program, Module, and Module Component to which the report is related.
- These are the three drop-downs lists in the image above that contain the selections Bridge, Street Bridges, and Street Bridges.
Select a report from the Report Name drop-down list.
- To show only reports optimized for the Dashboard, click the Show Only Dashboard Reports checkbox 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.
Click OK to accept the report settings.