Administration > Maintenance > Reports
The Crystal Reports Engine allows the attachment of custom designed reports to the WorkPlace application and the ability to determine which reports are allowed for which users based on Security setup for the User or Role. This module requires the Crystal Reports .Net application for report creation, and is not included as part of the WorkPlace installation.
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Enter an appropriate identification for the report you wish to attach.
Enter the group heading that you wish to create for the report. This creates a group heading that will appear on the Report tab.
Enter the name or identification for the report, this will appear below the group heading you have created and will be the link that is selected to access the report.
Select from the drop down list to indicate the placement on the Role/Security access tabs under which you wish it to appear. Once the Report has been attached within WorkPlace it will be necessary to navigate to the appropriate Role(s) or User Login in WorkPlace security to grant access to the report(s).
Select the checkbox to make the link for the report visible in the WorkPlace application.
Choose File
Use this button to browse file directories to locate the report you wish to attach. Once a report definition has been selected the following fields will appear:
Name of the attached file.
Size of the attached file.
Entered description for the attached file.
Select this command button to refresh the parameters for the attached report to their original settings.
The order in which you desire the report parameters to appear during report processing. By default the parameters will appear in the original sequence during report creation. To modify the order, type into the sequence box. To return values to their original settings select the REFRESH INFORMATION FROM REPORT command button.
Enter the desired caption for the report parameter, this will appear to the user when accessing the report.
If desired, a default parameter for the associated caption can be entered and will automatically appear in the parameter field when the specified report is selected.
If desired, a default beginning range parameter for the associated caption can be entered and will automatically appear in the parameter field when the specified report is selected.
If desired, a default ending range parameter for the associated caption can be entered and will automatically appear in the parameter field when the specified report is selected.
This field will automatically be selected based on the associated parameter type; string or number.
Select from the available drop down list to create a zoom selection for the report parameters.
The Zoom option called "Logged in User" performs a special operation in that this parameter will NOT be visible to the user running the report and it will be set with the current users log-in id. This option is typically used for reports that are coded to only show information relating to the currently logged in user.
Select the checkbox to require input for the associated report parameter to execute the report.
Select the checkbox to hide input for the associated report parameter.
This identifies the table to read from (Example: RQTemplateHdr (WorkPlace Requisitions shopping list header table)). This field can also contain more complex clauses including joins (Example: RQTemplateHdr INNER JOIN RQTemplateDtl ON RQTemplateHdr.idfRQTemplateHdrKey = RQTemplateDtl.idfRQTemplateHdrKey).
Specify the field name from the Zoom From table to return to the parameter. Example: idfDescription (shopping list description).
Semi-colon delimited list of fields to display in the lookup and to search on. The format for this field is "Caption;Data Type;Field;Caption;Data Type;Field" and it is unlimited in the amount of fields that can be displayed and searched on. Valid values for Data Type are: STRING,DATE,NUMBER,INTEGER,CURRENCY,TEXT (Example: Shopping List;STRING;idfDescription).
When the Zoom drop down is set to {Specific} the value specified here is used to determine which zoom to use. This number relates to the key in the WCZoom table (WCZoom contains definitions for all zooms/lookups within WorkPlace).