When a new Crystal Report has been completed and tested and is ready to be integrated into Synergetic, the Report Selector window can be used to specify the:
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To open the Report Selector window:
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Report Selector window area key fields and buttons
Display area fields
Field | Description |
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Module | Search for reports and user forms by the module they belong to. |
Resource Type | Search for reports and user forms by their resource type. |
Web Enabled | Select
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Search | Search for reports and user forms by resource code, description or screen definition. |
Fields
Field | Description |
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Report | Report code. This must be the same as the saved file name of the Crystal Report. |
Module | Defines which:
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SQL Object | Main view in the report or base table in the user form. |
Description | Name that appears in the specified Crystal Report menu screen. |
Field | Description |
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Resource Type | There are eight resource type options available. The resource type affects how Synergetic uses the report or user form. |
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| Site Reports | This is a site-created report selection screen. All custom report screens and alterations of Synergetic Management Systems report screens must be saved as this type, unless your custom report is designed to use a standard Synergetic Management Systems selection screen. |
| CDA Reports | This is the standard Synergetic Management Systems report selection screen. |
| Standalone Reports | This resource type corresponds to the selection screens used for customised reports in Standalone versions of Synergetic. These are primarily Assessment/Reporting Crystal Reports. |
| Standalone CDA Reports | This resource type corresponds to the selection screens for Synergetic Management Systems reports used in Standalone versions of Synergetic. |
| User Forms | This resource type is used to identify custom tabs and programs in Synergetic. |
| User Search | This resource type is used to identify custom search forms for maintenance windows. |
| Site SSRS Reports | This resource type is used to identify site SQL Server Reporting Services (SSRS) reports. |
| CDA SSRS Reports | This resource type is used to identify Synergetic Management Systems SQL Server Reporting Services (SSRS) reports. |
Screen Definition | Selection screens for base views in your report. The selection screens have been created earlier. |
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Web Enabled | Select whether the report can be used with the web based version of Synergetic. |
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Crystal | Select to indicate that the report is a Crystal report. |
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Use SSRS | Select to indicate that the report is an SSRS report. |
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Buttons
Button | Description | |||
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| Loads the Synergetic Reports Available window for the module that is specified or highlighted in the Report Selector. | |||
| Allows you to copy and link the report definitions from an existing report to be used for your new report. | |||
| Loads the User Form Designer, the window on the right side of the screen. | |||
| Insert the details of a new user selection form before the highlighted form. | |||
| Delete the highlighted user selection form. | |||
| Save any changes made to the user selection form details. | |||
| Export a user form or report from Synergetic. See Exporting reports and user forms | |||
| Import a user form or report into Synergetic. See Importing reports and user forms | |||
| Launch the Report Scheduling window. See Scheduling user reports |
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Modifying an existing report using the same selection window
To modify an existing Synergetic Management Systems report using the same selection window:
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- Find the original report in the folder where your reports are stored.
Tip: To find the network location of your Synergetic Management Systems reports, click Help > About. - Copy the .rpt file to the reports\site directory and change it using Crystal Reports.
- Click
. - Enter the following fields as needed:
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