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Create Crystal reports and add them to PRISMAdirect

Introduction

This topic describes how you can create reports using Crystal Reports which is a third party component. You have to upload the created reports in PRISMAdirect.

Procedure

  1. Open Crystal Reports Editor and select "Report wizard" to create a report.
  2. Select the data source for the report.
    1. Create a new connection.
    2. Select "OLE DB (ADO)".
    3. Select "Microsoft OLE DB Provider for SQL Server".
  3. Type the logon credentials for the selected data source.
    1. Select the "PrintAccounting" database.
    2. User is "sa".
    3. Type the password for user "sa". Click "Finish".

      By default, the password for user "sa" is "$Prisma1_SA".

      The "PrintAccounting" database is now available to Crystal Reports.

  4. Select the data that you want to report on.

    You can select tables or stored procedures to report on. When you want to report on a custom ticket item at order level or job level, you have to select the stored procedure uspGetAllOrdersItems and/or uspGetAllJobsItems.

    NOTE

    A stored procedure is a group of SQL-statements compiled into a single execution plan.

  5. For a stored procedure, you have to provide the input parameters.

    Select "False" for "@DumpDataInTempTable" and type a unique name for "@TempTable", for example "table1". Click OK.

  6. Select which fields you want to display in the report.
  7. Optionally, you can select a field to group the data: Separating your data into groups often helps you to focus the information in the report.
  8. You can select a field to add summary information to the report. For example, select the field for colour pages to display a summary of the total number of color pages in the report.
  9. Select which chart you want to use for the report.
  10. You can add new fields to an existing report.
    1. Expand the table or stored procedure in the "FieldExplorer" pane.
    2. Drag and drop the additional fields in section "Details" of the report.
  11. Add the created report to PRISMAdirect.
    1. Open the [Configuration] workspace of PRISMAdirect.
    2. Click [Options] - [Upload custom reports].
    3. Browse to the RPT file in question.
    4. Click [Open].

      The report is added to the [Configuration] workspace. Now, you can generate the concerning report in PRISMAdirect.

Parent topic:
Reporting
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