Converting Desktop 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.