In the future, when adding new custom reports, upload the report using Lucity Web.  The system will place the report in the report-share automatically. 

1. In Lucity Web, open the module you to which you would like to add the report.
2. Click the button on the toolbar. The Report tool opens.
3. To add a new report, click the Add button. The following dialog appears:

   

4. Enter the Report Name and Report Description.
5. In the Subdirectory that Report will be stored in field, 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 Admin Portal > Settings > System Settings > Documents > Path where uploaded documents are stored (Internal) (Document Hive) setting.

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

6. Under Choose File to Upload, click Browse... 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.

7. Assign the report to a Report Group (optional).
8. If this report is run from Crystal Enterprise:
   • Check the Run this report from Crystal Enterprise box.
   • Enter the CUID for the report in Crystal Enterprise.

Click Save.

1. Find the report in the report-share.
2. If you are editing the .rpt file in the share, you can edit it and save the changes Lucity Web will refresh the copy of the report when it runs overnight.

   OR

3. If you need to push the change out immediately, or, if you are editing the report on your machine, make the edits and save it.
4. Open Lucity Web and go to the module associated with the report.
5. Click the on the toolbar. The Report tool opens.
6. Select the report you wish to update from the list and click the Update button.

   

7. Click the Browse... button and select your updated .rpt file.
8. Click Save. The new copy of the report will be uploaded and replace the existing report file.

   Note: The reports that Lucity provides with the software cannot be updated.

1. Open the Manage Report Groups tool.

   

2. Click the Add button. The tool displays a Group Name field.

   

3. Enter the Group Name. The name should identify the department or user group that the report group pertains to or the nature of the reports in the group.
4. Click Save.

1. To add a report to an existing Report Group, select it from the report list and click the Edit button.

   

2. In the Optional Report Group field, assign the report to a group or modify its group.
3. Click Save.

1. Click the Manage Report Groups button at the top right.

   

2. Select the desired Report Group from the list.
3. Click the Delete button. The following pop-up appears:

   

4. Click Yes.
5. The Report Group is deleted.