User Manual. Crystal Report Integration

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Dorthy Mitchell
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1 User Manual Crystal Report Integration Version 1.0 1

2 1 Contents 1 Introduction Integration Of Crystal Report Open Report and Process Window from Menu Give Access to Report and Process Give Parameter Of Crystal Report (If any) How to Create Crystal Report Cases of Integration When Crystal Report Opened From Menu When Crystal Report Opened With Button Attach to any Window Give Role to Report and Process window Run the Report

4 How to Create Crystal Report... 6 3. Cases of Integration... 8 3.

3 1 Introduction Crystal Report is an Integral Part of Vienna Advantage. It is possible to integrate Crystal reports with Vienna Advantage. And to do so details are explained in the document. Crystal Report can be created based on Table or View. If there is an already existing table then you can create Crystal Report on that table or if there is a need of View, in case you need to show data based on multiple tables then you have to create a View. 2 Integration Of Crystal Report We can integrate Crystal Reports in Vienna Advantage in Two Ways:- Create Crystal Report which runs from the Menu and By Creating Button on any Window and Attach Crystal Report with that Button. In both the cases whether you want to open crystal report from menu or from button attached at window you have to make entry in Report & Process Window. In the Image below you can see the Report & Process Window. 2.1 Open Report and Process Window from Menu On click of Report & Process the following window is opened where you need to make entries so that Crystal Report can be run successfully. 3

If there is an already existing table then you can create Crystal Report on that table or if there is a need of View, in case you need to show data based on multiple tables then you have to create a

4 Following are few important fields in Report & Process window which one needs to provide to run Crystal Report: Name Name for the Report and in case this crystal is created for the module then name should be prefixed with the prefix. Search Key Search key for the Report. Description Description for the Report. Comments Comments for the Report. (Optional) Data Access Level Provide access to the Report based on the requirement. Report Report Checkbox should be set to true for Crystal Report in this window. Crystal Report This checkbox should be set to true for Crystal Report. Class Name - VAdvantage.Report.ReportLoader. It will remain same in every case. Sql Query This is the query based on which Crystal Report is created and data is fetched. This query should be executable because based on this query data is fetched for the crystal report. Report Path Here you provide name of the.rpt file. Procedure If any procedure is to be executed for the crystal report then the procedure name has to be provided here. 4

(Optional) Data Access Level Provide access to the Report based on the requirement. Report Report Checkbox should be set to true for Crystal Report in this window.

5 If Image has to be attached with the crystal reports(like in case of printing of ID Cards) then Include Image Checkbox should be Checked(Ticked). After checking Include Image checkbox Image Path Field and Image Field will be visible to the user. Image Path Field - Give the Image field which has been taken in table and in which images has been stored. In Image Field - Give the BLOB type field which has been taken in table. In this field no data is required to save. 2.2 Give Access to Report and Process This is the 3rd of Report & Process Window named Report Access. In this you have to give the Read Write Access to the Report and Process as shown in the image below. 5

Image Path Field - Give the Image field which has been taken in table and in which images has been stored.

6 2.3 Give Parameter Of Crystal Report (If any) This is the 4th tab of Report and Process Window Named Parameter. In this Tab you have to define the parameters of the Crystal Report if any parameter you want to give to Crystal Report. Parameters are basically required if you want to filter results of your crystal report. Parameters should be only those columns which are actually in the table or view from which your crystal report is populated. It is basically similar to the Column tab of table, where you have to provide all the info related to the column like Name, description, Comments, DB Column Name, Reference, Dynamic Validation etc. So when Crystal report is run these parameters are displayed first, based on these parameters crystal report is populated 2.4 How to Create Crystal Report To Create Crystal Report in ViennaAdvantageWeb you have to add Crystal report in Reports folder of CReports which is available in ViennaAdvatageWeb. Select Add New Item when you right click on Reports folder of CReports folder, it will open a pop up window as shown in the image below. Here select Crystal Reports and name your crystal report in the Name field with the extension.rpt. New Crystal Report will be added in the CReports s Report folder. 6

Parameters are basically required if you want to filter results of your crystal report.

7 7

Now once.rpt file is added in the folder, you can create Crystal report or design accordingly based on the table or view selected as shown below in the image.

8 Now once.rpt file is added in the folder, you can create Crystal report or design accordingly based on the table or view selected as shown below in the image. In the following example VAFAM_Temp_Asset table is used to create Crystal Report. 3. Cases of Integration 3.1 When Crystal Report Opened From Menu Go to the Start Menu and Open Menu Window. 8

based on the table or view selected as shown below in the image.

In process field you have to select that report name which we have created. 3.

9 After opening the menu window you have to make entry in menu. Give the name of the menu. Select the report in action drop down field. Then after this process field will be visible to the user. In process field you have to select that report name which we have created. 3.2 When Crystal Report Opened With Button Attach to any Window For attaching a crystal report to a button on any window we need to create a button on that window. After that go to start menu and open crystal report binding window as shown below. 9

10 For binding the crystal report to the button of any window you have to do an entry in crystal report binding window. Window Here in this field you have to select that window from drop down in which you want to attach Crystal Report. Table In this field you have to select that Table from drop down which is attached to the tab of that Window at which you want to attach crystal report. Means the Table which is bind to that tab at which you want to show the crystal report. Report Parameter Here you have to give the name of the button you created for crystal Report. Means you have to give the DB Column Name of that Button Field at which you want to open the Crystal Report. Procedure - If on the basis of Procedure Crystal report is bound with Button then the name of the Procedure is defined in the Procedure Field. Note: - All your Crystal Reports should be placed in the folder ViennadvantageWeb->CReports->Reports folder. Note: - All your Images which are attached to any Crystal Report should be placed in the folder ViennadvantageWeb->CReports->Images folder. 10

Table In this field you have to select that Table from drop down which is attached to the tab of that Window at which you want to attach crystal report.

4. Give Role to Report and Process window Open the Role window from the menu and select the Tenant in which you want to give the role access. Now go to Repot and Process Tab and select New Record.

11 4. Give Role to Report and Process window Open the Role window from the menu and select the Tenant in which you want to give the role access. Now go to Repot and Process Tab and select New Record. After selecting new Record select your Report and Process from Special Report field drop down and give this form Read Write access. After giving access to the Report and Process Re-Login in Vienna Advantage with the same role in which you has given the access of the Report and Process and then run your report 11

After selecting new Record select your Report and Process from Special Report field drop down and give this form Read Write

12 5. Run the Report Now login with the role for which you have given the access of that Report and Proces e.g. given the role to IdeasIncAdmin so login with IdeasIncAdmin role. Look for the Report and Process which you added in the Menu window. Go to Start in the Vienna Advantage Taskbar and type name of the Report in the search field, the form which you created can be seen in the search result as shown below 12

Look for the Report and Process which you added in the Menu window.

13 Now click on the Menu item or the Report name, you are now able to see the Report as shown below. 13

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