(Optional) Create a Non-Standard Screen Report


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.

  1. Navigate to the Reporting Module.
  2. Select a report group from the Reports menu on the left of the screen.
  3. Select the XML button for the report you want to configure. An .xml file will be downloaded.
  4. Open the .xml file.
  5. Map the report parameters to the controls on the intended Application screen.

    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.

    Motor Pool Center screen
    A screenshot of the Motor Pool Center screen with the Reservation ID field bordered by a red box.

    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.

  6. Save the file.