Editing Crystal Reports

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To customize a Crystal Report, you must first preview it. For details on previewing a report, see the Running/Previewing Reports section.

Note!

Note:
If you have a full version of Crystal Reports, you can use that to edit any Crystal Report outside of ServiceCEO.

From the Report Preview page, click Customize to edit the report. The Design View page appears:

Note!

Note:
If the Customize button is not active, you do not have a Crystal Reports license. To edit Crystal Reports reports, users must either purchase a full copy of Crystal Reports version 9.0 or obtain an Integrated Crystal Reports Designer License through Insight Direct. Go to http://www.insightdirect.com/services/custom-reporting/crystalreports/ to learn more about obtaining an Integrated Crystal Reports Designer License.

Tip!

Tip:
You must be logged into ServiceCEO as an administrator to edit a Crystal report.

There are two views on the Report Preview page:

The Design View. This view enables you to make changes to the report. Click Customize to display this view.
The Report Preview View. This view displays how the report will appear when run. Click Preview to display this view.

When you make changes to the report, it is a good idea to preview them to make sure the changes work correctly. You can toggle back and forth between the Customize and Preview views at any time.

Note!

Note:
If you are customizing a report, we recommend you import it to the database. Doing so means that you can easily share it with other users, and all changes will be backed up when you back up your database. See The RPT File Location section for details.

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