Crystal Reports

Crystal Report plugins display a crystal report on the dashboard. The reports are displayed in either PDF or HTML format. If a report requires other parameters to run, it will not be displayed, but will provide a link for users to click. Clicking the link will prompt for the parameters and run the report.

Note: To speed up dashboard load time reports are NOT run every time the dashboard is loaded. They are run when they are loaded in a dashboard, after a specified amount of time has passed. By default this is every 4 hours.

Web Example

Features

The first page of the report is displayed in the frame
Clicking on the report will open a popup window to show the full report. This window allows users to export, print, view parameters, switch pages, and change the text size of the report.

Example

The report displayed here is a Summary report so that the user can see at a quick glance how many work orders are open for each category. Summary and graph reports are most effective on the dashboard because they immediately provide a general overview of what is going on.

Dash Report

Setup

crystal_setup


Crystal Report Options
Show Only Dashboard Reports	Check this box to only show reports that are specifically designed for the Dashboard. These reports have a filename that starts with 'dash'. They also have no parameters for users to enter, which causes them to be displayed on the dashboard.
Module selection fields	These fields allow users to select a Program, Module, and Module component. This causes the Report Name field to only show the relevant reports.
Report Name	Select a report to display from this dropdown list. Only reports relevant to the 3 previous drop down lists will be displayed here. *
Report Filename	This is the report filename and is automatically filled out when the Report Name is selected.
Filter	Displays the filter of records the report will be run against.
Acquire	Click this to modify the Filter.
PDF/ HTML	This allows users to select the format the report is generated in.
Set Dimensions	Mark this to enable the Width and Height fields. This allows users to manually control the report's size. Note: This doesn't control the frame's size.
OK	Saves all changes and closes the window.
Cancel	Cancels all changes and closes the window.

* To add more reports to this list they must be added to the Report Manager.

How To

On a Frame record click the Add button.
The Add Plugin window will appear:
For the Select Plugin Type field, select the Crystal Report option.
Enter a name for the plugin and click OK.
The Add Report window will appear:
Select the Program, Module, and Module Component that the report is for.
- These are the three drop downs that in the image above contain the selections: Bridge, Street Bridges, Street Bridges.
Select a report from the Report Name.
- To only show 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.
- Doing this users can either create a new filter or use a filter previously saved in the desktop of web.
Click OK to accept the report settings.

Crystal Reports

See Also