Reports

Custom reports created for Lucity Desktop 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:

1. Make a copy of the desktop report and rename it.

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

2. Open the new Web report in Crystal Reports.
3. Go to Database>>Set Datasource Location.
   • SQL Server Clients select OLE DB (ADO)>>Make New Connection.
   • Oracle Clients select Oracle Server.

   

4. 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.

   

5. 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.

   

   Once you create a connection, individually (manually) map every table from the report, one table at a time.

   

6. To do this, click on a table in the top box (Current Data Source) and click the same table in the bottom box (Replace with). Then, click Update.  Repeat these steps for each table, even those listed under Subreports.  Note: "Properties" is not a table to be updated.

   

7. After the report is converted for Web use, it must be loaded into Lucity Web.
8. In Lucity Web open the module the report should be added to.
9. click the on the toolbar.
10. To add a new report, click the Add button . The following dialog appears:

    

11. Enter the Report Name and Report Description.
12. In the Report File Path, enter the name of the folder to which you want to upload the report file.

    Note: Reports are automatically uploaded to the location specified in the Lucity Administration Tool's Path where Reports are stored setting, which may be found in the System > Settings > Documents tab.

    Note: If the folder name entered does not exist, the system will create a folder with that name within the folder to which the reports are uploaded.

13. Under Choose File to Upload, click ... and select the .rpt file you would like to upload to the web server.

    Note: The name of the .rpt file being uploaded cannot match any other .rpt files.

14. Assign the report to a Group (optional).
15. Choose or change the Type of report:
    • Standard Report - The report is generated when the user clicks the Report tool, selects the report and chooses how to run it.
    • Quick Report - All Records - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report always runs against all records.
    • Quick Report - Filtered Set - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report always runs against the current filter set.
    • Quick Report - Current Record Only - Adds the report to the Quick Report drop-down list, located next to the Report tool. The report always runs against the current record.
16. Click Save.
    • When editing a report, the Save button is replaced with an Update button.

1. Note: While reports can be added here it is suggested to add the report through the reports tool in Lucity Web.
2. Click the New Report button at the bottom of the Report Manager dialog. The following window appears:

   

3. Enter the Report Name.
4. Enter the Report File Path. This should be the folder specified under the System > Settings > Documents Tab Path where Reports are stored setting.
5. Enter the Report Description.
6. Select a Report Group if desired. Groups allows Web users to filter the list of reports.
7. Click Save. The new report is added to the Report Manager.

   Note: The Report Manager does not provide a way to upload reports. Reports must be posted in the folder specified under the System > Settings > Documents Tab Path where Reports are stored setting. However, the process of uploading a report file and adding a report can be completed through Lucity Web.

More information about creating and adding custom reports

1. Highlight a custom report listed in the Report Manager grid.
2. Click the Edit button at the bottom of the dialog. The following window appears:

   

3. Edit the desired fields.
   • Report Name - The unique name that will identify the report in Lucity Web.
   • Report File Name - The location of the report in the Custom Report folder.

     Note: Above the field, the system identifies the location of the Custom report folder. To put the report in a subfolder, add the subfolder as part of the name. In the example above, the MyCustomWODetailWeb.rpt is in the Work subfolder of the Custom report folder.

   • Report Description - A general description of the report.
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 action. Click OK to continue.

The report is removed from the grid; however, the .rpt file remains on the web server.

Creating Groups

1. Click the Report Groups button on the Report Manager. The following pop-up appears:

   

2. Click Add. The pop-up expands.
3. Enter the Group Name and click Save. The group is added to the list.
4. Close the Report Group pop-up.

   Note: Report groups can be created by department, 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. That report now appears as part of the chosen group in the Lucity Web Reports dialog.