Note:
The report designer within ServiceCEO provides a 14-day trial (from the date of first use), but after this time you will need to purchase a license to use the designer.
For a printable version of the Reporting topics, click here: http://ws4.insightdirect.com/Download/Website/docs/Crystal_Reports.pdf
Previous Topic: Reports Overview
To create or customize Crystal Reports® for use within ServiceCEO, you need either:
A full version of Crystal Reports 9.0. At the moment, only Crystal Reports version 9.0 works with ServiceCEO.
An Integrated Crystal Reports Designer License. For licensing and pricing details, point your browser to http://www.insightdirect.com/services/custom-reporting/crystalreports/. You can also purchase one from Online Store in the Member Center. After purchasing your license, you will receive a license code from Insight Direct. The license can be purchased directly from the http://www.insightdirect.com/login.html
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If you have the full version of Crystal Reports, you can create or customized reports right away. See the Editing Crystal Reports and Adding New Reports sections.
If you have purchased the Integrated Crystal Reports Designer License code, follow these steps to enter it into ServiceCEO:
Login to ServiceCEO as an Administrator.
Select Help > Enter Crystal Reports License. The Confirmation dialog box appears. The License Code dialog box appears.
Select Yes when prompted to continue.
Type the Integrated Crystal Reports Designer License code into the field. Note that any code you were provided with the full version of Crystal Reports will not work here.
Click OK.
Close ServiceCEO.
Login to ServiceCEO as an Administrator. The report designer is now enabled. Note that only the Administrator can edit Crystal Reports through ServiceCEO.
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Next Topic: Report Types
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