Editing a Crystal Enterprise report

A Crystal Enterprise report is a report that is stored and managed in Crystal Reports Server. For more details on Crystal Enterprise reports, 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 used for this report when the Reports button is clicked.
  5. Select Crystal Enterprise from the Report Type list.
  6. In the Path field, enter the location of the report within the Crystal Enterprise repository.
    Specify the path of the report as it is displayed within the Central Management Console or Infoview.

    To enter a 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.

  7. In the Document Name field, enter the name of the report as it is displayed in the repository.
    The report name within Crystal Enterprise should be unique. If there is more than one report with the same name in Crystal Enterprise, then you must include the document ID (iDocID) and ID type (sIDType) as additional query parameters.
  8. Add parameters to the report as required.
  9. Provide 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.
    • Select Use for Lookups Only to create a report based on multiple records that you select in a lookup grid.

      See Adding reports to lookups.

    • 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 use WorkOrder.CompletedDateTime to indicate that a work order must have a completion date for the report to be available.
  10. Click Save.