Overview of Optiva reports

Optiva Reports use XML and Crystal Reports technology to provide information from the Optiva database, configured according to your business requirements, in an output format suitable to your needs.


Stage	Description
1	Create an XSD schema for fields in the report XML file (job file) that is run at runtime. Fields include name, title, language, and input parameters.
2	Build XSD schema files for the fields of Optiva objects. During design and runtime, the schemas tell Crystal Reports what the data is and as a result, how to format it, for example dates, numbers, or strings.
3	Create report templates in Crystal Reports (RPT) against the XSD schema files. This is analagous to an ODBC data source. Prepare for how the data is displayed.
4	Create XML files for Optiva object data. The reports show the data from the XML files.
5	Configure the Optiva Workflow to create a job file that is used at run-time for the report: Create the job file. Add XML files for object data to the job file. Add references to XML object data and schemas into the job file.
6	Configure Optiva to start Web Reports from menus or buttons.
7	Configure Web Reports to produce the entire data set for the report and pass it to Crystal Reports which uses the Crystal Reports RPT template.
8	Users view, save, and print reports.