Configure a Crystal Report in I/M Analytical Reports/Report Runner Form

Tip: You need to ensure that in I/M Options and Customization Directories in Administrative Services have a location to save reports, and they must be the same location.

Report Runner allows you to run customised reports with Parameters from within Sage 300. Report Runner presents users with a standardized selection screen. It then uses Sage 300 to run the reports.

Reports can be standard Sage 300 provided reports or your own Customised Crystal reports.

Report Runner also provides the ability to save common selections for regularly run reports.  

Using Report Runner to add a new Crystal Report

Go to I/M Analytical Reports > Report Runner

To add a new section Right mouse click "Reports" and Add a Section then enter a Section name

To add additional reports Right mouse click the Section Name and Add a Report

 

Browse to Select a File then Add (this may take a few moments)

 

Editing Report Detail

Once you’ve added the report a separate dialog box will appear. From this screen you can edit the report

Note: The report can be edited at any time. Highlight the report name and double click or right mouse click and select Edit

To Edit the report highlight the report name and double click or right mouse click and select Edit

A separate dialog box will appear. From this you can edit the report 

The Edit screen allows you to change how the report's parameters will be presented in Report Runner. This information is also used by Sage 300 to run the report.   

The list displays all the report parameters that are in the Crystal report. You can change the presentation information by editing each parameter at a time.

Options available:

- Edit a Parameter

- Add a new Parameter

Tip: you can set a parameter as Fiscal Year, and choose {yyyy} as the initial value. This will use the calendar date.

- Delete a Parameter

- Refresh Parameter with the Crystal Report

 

Note: To set a multiple value in the parameter, it has to be separated by comma not semicolon

See also

Steps for Setting Up Information Manager