You may need to configure individual reports if you want to create a screen report that is not a part of the out-of-the-box Crystal screen reports included in the installation. Complete the following steps to configure a report.
Note: If you choose to edit the .xml file for a report, it is recommended to save the file to a secondary location in the event that the file is overwritten during an Application upgrade.
The following example is taken from the Motor Pool Center screen.
When viewing the screen, there is one Primary Key, Reservation ID, that applies to the records that are viewed on the screen.
When creating a screen report, the report’s .xml file must contain the Primary Keys used on the screen. The following table displays the data required for our example.
Primary Key | screenID | windowID | groupID |
---|---|---|---|
ReservationID | 2140 | 599 | 1 |
Map the Primary Key information into the .xml file using the following format.
<ReportSettings>
<FilterItem>
<Name>[Primary Key name]</Name>
<ScreenDetails screenId="[screen ID]" windowId="[window ID]" controlId="[control ID]" groupRow="-1" toPDF="true"/>
</FilterItem>
</ReportSettings>
If the .xml file configuration is not complete, the user will be required to define the report filters when Report is selected.
The .xml file can also be configured to run in the Crystal Report module. This option allows for drill-thru capabilities to other reports versus the direct-to-Acrobat option offering more streamlined printing.