Adding Reports to the List

To add an existing report to the "Report Name" list, complete the following steps:

1. Click  to open the Report window.
2. Click to open the Add Report window.

   

3. Click the button next to the Report File Path to browse to the location of the report. Open the report once it has been located. The stored location will be identified in the Report File Path field.

   Note: Only reports created in Crystal Reports™ software or HTML can be added.

4. Name the report, and write a brief description of the report.
5. Mark the checkboxes at the bottom to specify if the report should always include information in all records, always use the sort defined in the report, or if you want that report to be noted as a quick report.
6. Click to save the report to the Lucity report list.

   OR

7. Click to save the report and continue adding reports to the list.

   OR

8. Click to return to the Reports window.