For a printable version of the Reporting topics, click here: http://ws4.insightdirect.com/Download/Website/docs/Crystal_Reports.pdf
Previous Topic: Editing Report Descriptions/Sections
By default, all reports are saved in each client computer's Any computer running ServiceCEO that is not hosting the ServiceCEO database. All client computers must connect, via a network, to the server in order to see the ServiceCEO database. local hard drive. By default, this location is C:\Program Files\ServiceCEO\Reports.
You can easily change the location of the RPT 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. from the Report List dialog box:
Select the Access the Report Definition from the following file: option button.
Click . The Select Report File dialog box appears.
Navigate to the location where the report file (with an ".RPT" extension) is located and select it.
Click Open. The name of the report definition file appears in the field.
Click OK.
This configuration is the most efficient method of managing your report files, and is recommended for:
All standard reports shipped with ServiceCEO
Single-computer installations
Reports that will not change
This configuration requires that you distribute copies of these reports to all users running ServiceCEO (i.e., each user's Reports folder must be identical). You must also be responsible for backing up changes to these reports and ensuring that they are not overwritten when upgrading ServiceCEO (see the warning in the Saving Crystal Reports in ServiceCEO section).
If you have multiple users connecting to a single ServiceCEO database, you can utilize two other methods of managing your report files:
Save the RPT files in your database. Saving your reports in the ServiceCEO database means that reports will be automatically downloaded to your computer whenever you print or preview a report that you have not used before or one that has changed. This is recommended for customized reports in an installation where users will be accessing the reports over remote connections. To do this:
Open the Report List dialog box.
Select the Save the Report Definition in the ServiceCEO database option button.
Click Import Report. The report is now located in the database.
Save the RPT files on a network drive. Saving reports on a network drive is recommended for customized reports where users will be accessing reports over a high-speed LAN. The fileserver containing the reports should be backed up on a regular basis. This configuration is not as efficient as saving the .rpt files in the database.
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If you wish to centrally locate your report definitions for easier management, you have two options:
Place your RPT files on a network drive. Edit the report definition file location to point to this new shared drive by clicking the button from the Report List dialog box. Navigate to the network location where the report files are located.
Load the report definition files directly into the ServiceCEO database. This will allow report access from any system which has access to ServiceCEO, regardless of whether ServiceCEO is on a network or not.
Next Topic: Removing Crystal Reports from ServiceCEO
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