The Crystal Report UI header record links the CRM screen to the Crystal report template and defines the name under which the report will be filed in byondpro.
The Crystal Report UI details link the parameter fields on-screen with the parameters in the report template and instructs what database values to pass.
screen field name
report parameter name
default parameter value
database value to pass to the report parameter
option to include 'ALL' in a selection list
Adding new Records
New Report UI records are created using the New Crystal Report button on the Reports Category menu.
New UI records for reports that are run (actioned) from a button on a processing screen are created using the New Action Crystal Report button, from the Cemetery System Configuration menu in System Administration. These require additional custom configuration in the corresponding ASP screen by your system developer.
Button Functions
Button
Description
Add Report
Creates a new header record
Cancel
Closes the screen without saving changes
Save Details
Saves changes to the record
Synch Report Details
Checks the CRM screen and adds/removes field values
New Action Crystal Report
To create a new report UI, actioned from a button on a processing screen.
Standard Field List - UI Header
Field
Description
Associated Business Process
Report Category
Selection List of configured report categories
Is Non-Report Location
Checkbox
Used when report template is linked to a button on a processing screen, e.g. invoice
Report Filing Name
Text field used to name report
Report Document Name
Text field for report template file name
entered excluding ".rpt"
Report must be stored in the custom reports directory on the applications server
Report Screen
Selection list of preconfigured screens
UI Detail
Field Name
System generated entry listing fields on the report screen
Can be refreshed using Synch Report details feature
Crystal Report Parameter
Text field for report parameter name
Requires parameter name exactly as it appears in the rpt file
Parameter Value
Text field for default parameter value
Adv Search Field
Text field for corresponding value to pass to parameter/report
Required if selection field is of type Search Advanced Select.
e.g. Site selections will display the descriptive cemetery name on screen, but the report parameter might require either the site code (site_sitecode) or the SQL database identifier (site_siteID)
Add ALL option to selection
enter Y if an "all" option should be added to a selection list.
This allows a report to be run for a single value from a selection list or "all" records. Requires corresponding formula configuration in the rpt file.
