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:
- name of the report
- module the report belongs to
- report definition screen that is used to run the report.
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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 |
|---|---|
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 | |
|---|---|---|
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
| Resource Type | There are eight resource type options available. The resource type affects how Synergetic uses the report or user form. | |
| 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. Indicated in the grid by RS. |
| CDA Reports | This is the standard Synergetic Management Systems report selection screen. Indicated in the grid by RZ. |
| 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. Indicated in the grid by RL. |
| Standalone CDA Reports | This resource type corresponds to the selection screens for Synergetic Management Systems reports used in Standalone versions of Synergetic. Indicated in the grid by RY. |
| User Forms | This resource type is used to identify custom tabs and programs in Synergetic. Indicated in the grid by UF. |
| User Search | This resource type is used to identify custom search forms for maintenance windows. Indicated in the grid by US. |
| 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. These are only used for Crystal Reports. | |
| Web Enabled | Select whether the report can be used with the web based version of Synergetic. Note: Some report selection screens require additional setup to support web enabling: this flag may not be available on all reports. | |
| Crystal | Select to indicate that the report is a Crystal report. | |
| Use SSRS | Select to indicate that the report is an SSRS report. | |
Buttons
Button | Description |
|---|---|
| Loads the Synergetic Reports Available window for the module that is specified or highlighted in the Report Selector. It is useful for testing the report and the Report Selector settings that have been made. |
| 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. The same result can be achieved by clicking on the User Form Designer using the mouse. |
| Insert the details of a new user selection form before the highlighted form. Also, see the suggested method for modifying an existing report below. |
| 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:
• Report
• Module
• Desc
• Type
• Network Type. - Make changes as required.
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