Exact Globe+

Creating new crystal reports

Menu path

System ➔ General ➔ Generate All reports

Introduction

This document provides information on how you can create your own report. You can use these reports in the current company and/or in other companies. This menu path is available only when E-Report is available in your license.

What version are you using?

The information in this document is based on product update 410. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a crystal report?

Select whether the report is to be created in the landscape or portrait mode. Click Next to continue.
Select the database that you want to use as a source for the report. In this example, Accounts (debtors, creditors) will be used. Click Next to continue.
Select the data to be included in your report. Click on the required data on the left and then click the arrow to move it to the right. The data which is shown on the right will be included in the report. When a + sign is shown before the data, you can double-click on it to show the underlying data. The underlying data can then be added to the report. Click Next to continue.
Define the sort order. On the left, all the data which you have added to the report is shown. Using the arrows, you can move one or more items to the right of the screen. The items shown on the right determine the sort order. You can sort them in ascending or descending order. Select the item on the right and then click Ascending or Descending to define how the data should be sorted. At times, it is possible and necessary to define multiple sort orders in situations as when the first item is present several times. In that case, you can add a second sort order.
In the final step you can define a name and title for the report. Select Private or Public to define how to save the report. If you select Private, the report can only be used by you. If you want the report to be available for other users, select Public. The report will then be saved in the public report directory as defined in the general settings. The report name you define is the name that will be shown above the report. The title you define will be shown in the list of reports at System ➔ General ➔ Generate All reports.
Click Finish. The report is now ready and can be opened from System ➔ General ➔ Generate All reports.

Creating new crystal reports

Menu path

Introduction

What version are you using?

How do I create a crystal report?

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