Crystal Report UI Setup
Purpose
The Crystal Report UI (user interface) setup feature allows the addition and management of custom reports in the byondpro screens.
This feature has 2 prerequisites:
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Crystal report template, stored in the byondpro custom reports directory on your applications server
... CRM\WWWRoot\CustomPages\Custom Reports -
CRM screen containing parameter selection fields. Screens are prepared at:
Administration -> Customisation -> Crystal Report UI Setup -> Screens
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.
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screen field name
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report parameter name
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default parameter value
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database value to pass to the report parameter
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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
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Button
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Description
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Add Report
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Creates a new header record
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Cancel
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Closes the screen without saving changes
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Save Details
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Saves changes to the record
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Synch Report Details
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Checks the CRM screen and adds/removes field values
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New Action Crystal Report
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To create a new report UI, actioned from a button on a processing screen.
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Standard Field List - UI Header
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Field
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Description
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Associated Business Process
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Report Category
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Selection List of configured report categories
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Is Non-Report Location
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Checkbox
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Used when report template is linked to a button on a processing screen, e.g. invoice
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Report Filing Name
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Text field used to name report
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Report Document Name
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Text field for report template file name
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entered excluding ".rpt"
Report must be stored in the custom reports directory on the applications server
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Report Screen
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Selection list of preconfigured screens
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UI Detail
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Field Name
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System generated entry listing fields on the report screen
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Can be refreshed using Synch Report details feature
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Crystal Report Parameter
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Text field for report parameter name
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Requires parameter name exactly as it appears in the rpt file
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Parameter Value
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Text field for default parameter value
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Adv Search Field
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Text field for corresponding value to pass to parameter/report
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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)
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Add ALL option to selection
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enter Y if an "all" option should be added to a selection list.
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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. |