Adding New Reports to ServiceCEO

Previous Topic: Managing the Report List

To add a report to ServiceCEO:

  1. From the Report List dialog box, click Add. A new row appears in the report list.

  2. Type a name for the new report in the Report field.

  3. Select a section for the new report from the Section drop-down list. The report section is the Report Category under which it appears on ServiceCEO's main Available Reports page.

  4. Type a description for the report in the Description field.

  5. Indicate the Report Definition File RPT stands for Report Definition File. All ServiceCEO report files are RPT files and, as such, have an RPT extension. For example, the Work Order report file is rptWorkOrder.rpt. location. See the RPT File Location section for details.

  6. Repeat steps 3-7 to add additional reports.

  7. Click OK.

Tip:
For a template you can use to create a brand new crystal report, download the following report file: rptNew.rpt.

Next Topic: Adding Reports to the Job Record

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