Editing a Crystal embedded report

An embedded Crystal report is an .rpt file that is displayed in the embedded Crystal Reports viewer in Infor Public Sector. You also have the option of showing Crystal reports as pdfs, Word documents, HTML pages, or plain text. For instructions on installing the embedded viewer see the Infor Public Sector Crystal Reports Integration Guide.

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you want to edit.
  3. Click the "Report" node.
  4. In the Display Text field, type the name that will be displayed for this report when the Reports button is clicked.
  5. Select Crystal Embedded from the Report Type list.
  6. Select the output method you want to use from the Report Output list.
    You can select one of four options. If you select CrystalReport, Infor Public Sector will show the report in the embedded Crystal Reports viewer. Selecting PDF, WordDocument, or HTML will show the report in the selected format. If you select PDF or WordDocument, users can also save the .pdf or .doc file to their local machines.
  7. Under Report Location, specify the location of the report.
    The report location is the directory in your file system where the report file is stored. If you select the Use Default File Location check box, Infor Public Sector uses the path that you specified in the Default Path for Crystal .rpt files field under Global Report Settings. You can also clear the Use Default File Location check box and specify a different location in the Base Path field.

    To specify a base path, you can select Enter URL and type in a path, or you can select Select PreConfigured URL and choose the path from a drop-down list. The list shows all paths that have been specified for existing Crystal reports in the Reports Manager.

  8. In the File Name field, type the file name of the report you want.
    Specify the complete name of the report file, including the .rpt extension.
  9. Add parameters to the report as required.
  10. Specify any other information about the report.
    • If you check Set as Default Print for this Page, Infor Public Sector will print the report when you click the Print button on the selected page. Note that this check box is not displayed if you're editing a general report.
    • Select Use for Lookups Only to create a report based on multiple records that you select in a lookup grid. If you use this option, you must set the "Allow multiple values" option to "True" for any parameters in Crystal Reports. Note that this check box is not displayed if you're editing a general report.

      See Adding reports to lookups.

    • The Email Method list defines how the report will be emailed. If you select Attachment, Infor Public Sector will send the report as an attachment. If you select Body, the report will be embedded in the body of the email. You can also select None. Note that this list is not displayed if you're editing a general report.
    • The Email Component field indicates the component Infor Public Sector will use to determine the email address a report should be sent to. For example, a building application report might use the email address of the primary applicant. You can click the popup button to the right of this field to select from a list of available business objects. Note that this field is not displayed if you're editing a general report.
    • If the report you're editing is a general report, you can use the Business Object Component field to specify the business object that will provide the data for the report. This is necessary for general reports because they aren't connected to specific pages.
    • You can use the Access ID field to specify the ID for the permission in Access Control that users will require to view the report.
    • You can use the Formula field to specify a formula that calculates whether the report is added to the page.
    • You can use the Required Component field to specify a business object property that must be populated for the report to be available. For example, if you are editing a work order report, you might enter WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
    • In the Connectivity list on the Parameters tab, you can select whether the data source for the report is an Infor Public Sector database or some other database. If you select Non-Infor Public Sector Database, the report will get the data source from the Crystal report file.
  11. Click Save.
    Infor Public Sector updates the report with your changes. If you changed the report's display text, the new name is displayed in the Reports tree.