Using the User_Report Form Editor

Synergetic can be customised to the needs of your organisation. The User/Report Form Editor allows you to:

• modify Crystal Report search screens
• modify existing Crystal Reports selection windows (site report windows only)
• add new Crystal Reports into Synergetic, including the dialog boxes needed to prompt the user for reporting selections
• schedule reports to occur automatically at set intervals
• add new user forms into existing Synergetic applications, which can be shown as extra tabs
• add new search screens for Synergetic programs
• import reports and user forms
• export reports and user forms.

There are three parts to the User/Report Form Editor:

• Report Selector. See Report Selector window.
• User Form Designer. See User Form Designer.
• Report Form Designer. See Report Form Designer.

To learn more about creating new tabs and fields using the User/Report Form Editor, view the tutorial Designing User Forms.

For importing reports and user forms see Importing reports and user forms.

For exporting reports and user forms see Exporting reports and user forms.

For scheduling automatic user reports see Scheduling user reports.

You use the Report Selector to define the specific details of a report such as its name, description and module, and to link it to a report definition screen. If a suitable report screen does not already exist, you have the option of copying/modifying an existing report definition screen or designing a new one. See Adding a Crystal Report to a menu.

Note: Report definition screens are the windows or dialog boxes that appear before the report is run and prompt the user to make any necessary selections from the report to filter the resulting information.

You use the Report Form Designer to edit or create the report definition screen.

You can click to test the user form that you have designed.

Important Note: When authoring a Crystal Report that is to be incorporated into Synergetic, it is important that no underlying selections exist within the report itself that conflict with selections to be made from the report definition screens. This causes incorrect or misleading data to be returned to the user.For example, embedding a File Year selection in the report causes a conflict when the user tries to change the File Year option on the form to run the report for a different year.