Report Wizard is used to set up a Crystal Report to be used in Track. With the Report Wizard, user can perform the following tasks.
Add a new report to Track. This report will appear under the Select Report drop-down list at the Reporting screen.
Modify existing report in Track, including a report name and description.
Remove a report from Track and Track Admin applications.
In order to access the Report Wizard, the profile rule that includes the ability to add a report must be assigned to the user. Contact Track Coordinator for more information.
During the new report setup, click Cancel to close the Report Wizard without saving the setup or the modifications.
Hover a mouse pointer over the Settings menu link to display its drop-down menu.
Slide a mouse pointer over the Utilities option to display its menu.
Click Report Wizard to
open the Report Wizard, displaying the Welcome to the Track Report
Wizard screen.
From the Report Wizard, click Next
to open the Report Actions screen.
The Add a new report to Track
option is selected by default. Click Next
to open the Report Information screen.
Enter a new report name into the Report Name text box.
Enter its description into the Description text box.
Click the Select File button, located next to the New Report File text box, to open the File Explorer.
Locate and select a report file. The selected report's file path is displayed in the New Report File text box.
Click Next to open the
Control Select screen.
Click one or more checkboxes to enable the data filters for the new report.
Click Next to open the
Data Selection Filter screen. Refer to Examples
of Data Selection Filter Criteria for information and examples
of data selections.
Enter the table and field name of the report filter which are related to the enable checkboxes from previous screen. Ensure the table and field names are within the braces and are separated by a period.
Type in an equal sign or an appropriate comparison symbol at the end of the brace.
Select a placeholder option from the Insert
Placeholder For drop-down list. The selected placeholder appears
after the equal sign.
For example, if the Enable Select
of Organization checkbox is selected, then the Data Selection
Filter should be {Personal.company_code}=%c
Type in the word and
after the first filter then repeat the steps to enter another table
and field names.
For example, if another data filter is added, then the Data Selection
Filter should be {Personal.company_code}=%c
and {Skll_Type_Assignments.contract_id}=%n
Click Next to open the
Reports Page Controls Text screen.
Select a text box option for the new report setup from the Insert Placeholder For drop-down
list.
For example: Organization=?|
Replace the question mark with a new text box name, such as
Company.
For example, Organization=Company|
Click Next to open the
Update Track Database screen.
Click Next to open the
Next Step screen.
The Yes option is selected
by default. Click Next to
add or modify another report. The new report is saved and the Welcome
to the Track Report Wizard screen opens. Otherwise, click the No button then click Next
to open the Complete Track Report Wizard screen.
Click Finish to save the new report and return to the Welcome to the Track Report Wizard screen. Refer to Report Categories in the Track Admin v6.3 user documentation to add the report to the appropriate report category.
From the Report Wizard, click Next to open the Report Actions screen.
Select the Change an existing report in Track button.
Click Next to open the Select Report screen.
Select a report from the drop-down list.
Click Next to open the Report Information screen, displaying the selected report information.
Make changes to the report name, description, and/or select a report file.
Click Next to open the Control Selection screen.
Select or deselect the checkboxes to enable or disable the data filters for the selected report.
Click Next to open the Data Selection Filter screen.
Edit the table and field names according to the selected enable data filters.
Click Next to open the Report Page Controls Text screen.
Make the changes accordingly.
Click Next to open the Update Track Database screen.
Click Next to open the Next Step screen.
The Yes option is selected by default. Click Next to add or modify another report. The modifications of the selected report are saved and the Welcome to the Track Report Wizard screen opens. Otherwise, click the No button then click Next to open the Complete Track Report Wizard screen.
Click Finish to save the modifications and return to the Welcome to the Track Report Wizard screen.
Once the selected report is removed from Track and Track Admin, the Crystal Report still exists at the original saved location.
From the Report Wizard, click Next to open the Report Actions screen.
Select the Remove a report from Track button.
Click Next to open the Select Report screen.
Select a report from the drop-down list.
Click Next to open the Report Information screen.
Click Next to open the Update Track Database screen.
Click Next to open the Next Step screen.
The Yes option is selected by default. Click Next to add or modify another report. The selected report is deleted and the Welcome to the Track Report Wizard screen opens. Otherwise, click the No button then click Next to open the Complete Track Report Wizard screen.
Click Finish to delete the selected report and return to the Welcome to the Track Report Wizard screen.
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