Saving Crystal Reports in ServiceCEO
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When you are done editing a report, save your changes. All Crystal Reports are saved as a Report Definition File .
Note that if you are storing the ServiceCEO reports in
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Tip:
Before you save your report, it's always a good idea to run Verify Database. To do so, right-click on any white space of the report in the Customize tab and select Verify > Verify Database from the pop-up menu. Doing so will ensure that all of the report fields will work properly.
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Caution:
Installing a ServiceCEO upgrade will update all of ServiceCEO's default reports (located at C:\Program Files\ServiceCEO\Reports), overwriting all previous versions. If you have edited any ServiceCEO reports and have NOT saved them under a different file name (i.e., you have overwritten the default report files with your own custom versions), be sure to save a copy of these files elsewhere on your computer/network BEFORE proceeding with the upgrade. Rename the copies of these report files using unique file names (the rptWorkOrderAcmeCo.rpt, for example).
After the upgrade is complete, you may copy these renamed report files back to the original ServiceCEO Reports folder or simply leave them in the separate location in which they were copied. See Managing the Report List for more.
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To save a Crystal Report:
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On the Report Preview page, click Save and Close to save your changes. A Save Changes? dialog box appears.
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Click Yes to save the report. An Overwrite Existing Changes? dialog box appears.
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Caution:
This dialog box is asking if you want to overwrite the existing report definition file. You should only click Yes if you are making further changes to a report you have previously modified and saved under a different name. Do NOT overwrite any of the core system reports (listed below).
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Click No to save the report yourself. You will click No most of the time, especially if you are editing one of the core system reports, such as:
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Work Orders - rptWorkOrder.rpt
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Invoices - rptInvoice.rpt, rptClassicInvoice.rpt
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Estimates - rptEstimate.rpt, rptClassicEstimate.rpt
Clicking Yes will overwrite the existing .rpt file, making your new report the default report within ServiceCEO. If you do this, be aware that upgrading the software will overwrite your .rpt file and you will lose and customizations you may have made. If you click Yes, the report is saved and you can skip the rest of the steps.
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Note:
We recommend that if you make changes to any of the reports that are shipped with ServiceCEO, you save these changes under a different file name. Changing the name of the RPT file ensures that the file will not be overwritten if you update your ServiceCEO software. In fact, it is a good idea to save a backup copy of edited reports on a different location on your network just in case the edited report is accidentally overwritten.
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A Save As dialog box appears.
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Save your report using a different file name and/or in a different location on your computer. Note that, by default, report definitions are stored in the C:\Program Files\ServiceCEO\Reports directory.
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Click Save. The report is saved.
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Caution:
It is a good idea to backup your customized reports. While reports that are embedded in ServiceCEO are automatically backed up as part of the normal database backup procedure, customized reports are not. Thus, it is a good idea to have a copy of these reports in a safe place (and outside of the C://Program Files/ServiceCEO directory) to ensure that you will have a copy of the report if something happens to the original.
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Please note that if you have saved the rpt file to the ServiceCEO database (as described in the RPT File Location section), you will not be prompted to save your changes to a different location if you use the above steps. Instead, you should save the report in this manner:
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Right-click the white space on the left-side of the Customize Report section (below or next to where the tree of all the report/database elements are) and select Report > Save to Crystal Reports from the pop-up menu.
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