Updating Reports for ServiceCEO 6.2

Updated 9/16

In order to accommodate the many new and enhanced features in ServiceCEO 6.2, some changes were made to the ServiceCEO database. These changes may affect some of your customized Crystal Reports.

The main change that has been made in ServiceCEO 6.2 is that all of the contact fields were moved from one table in the database to another. Specifically, they were moved from tblLocation to a new table: tblContact. (For more details about this and other moved/changed fields in the ServiceCEO database, please see the Database Changes from ServiceCEO 6.1 to 6.2 document, located here.)

The problem is that the reports that display contact information don't know that this change has been made, and thus are still looking at tblLocation for contact information, not tblContact.

This document will show you how to map tblLocation to a view called 61_tblLocation which will tell your reports the new location of the contact fields.

Note that the pictures and descriptions here cover a report called “Custom Work Order”, but the steps below can be used to update any Crystal Report for ServiceCEO 6.2.

Step 1 – Backup your Report

Backup your custom report. Backups are extremely important so that if anything unforeseen goes wrong during the updating process, you will always be able to restore your original report and try the upgrade process again.

Backup Tips:
It is always good idea to backup your customized reports. Reports that are not embedded in the database are never backed up or saved by ServiceCEO. For this reason, 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.

Step 2 – Open the Report

In order to update a report, you’ll need to preview it and then open the report in the Crystal Report Designer View.

  1. Click Reports from the main ServiceCEO menu. The ServiceCEO report list will open. The report that we’ll be customizing here is located in the Scheduling report category.

  1. Run the report in the usual manner. When you click Preview, a Map Fields dialog box will appear.

However, the Map Fields dialog box is simply an informative one, meaning that we can’t change the mapping here.

  1. Click OK. Since no mapping has yet occurred, an error message appears:

This dialog box is telling us that since we still haven’t specified the new location of the unmapped fields, Crystal does not know where the unmapped fields are located in the ServiceCEO database.

  1. Click OK to continue. The report will open.
  2. Click Customize. The Report Design view will appear.

Step 3 – Map tblLocation to the 61_tblLocation view

The next step is to map any instances of tblLocation to the 61_tblLocation view. To do this, right-click anywhere in the white area on the left (under the Main Report tab) and select Database > Set Datasource Location... from the pop-up menu. The Set Datasource Location dialog box appears.

The top of this dialog box contains all of the data sources (areas of the ServiceCEO database) from which the report is currently expecting information. Tables are indicated by the icon.

What we need to do is map every tblLocation in the report to the new 61_tblLocation view. Since tblLocation may be linked to the report several different times, this dialog box may have a few tables, all with different names, that need to be mapped.

You can tell if a table is an instance of tblLocation in two ways:

  1. Sometimes this information appears after the table's name. For example, the RawBillLocRecord(tblLocation) line is an instance of tblLocation that has been renamed to "RawBillLocRecord".
  2. You can also expand the table and look at the Table Name in the Properties section. If the Table Name is tblLocation, then it will need to be mapped.

To map any instances of tblLocation to the new view:

  1. Expand the tree in the top window to display the Report > InsightDirect object.
  2. Select a table that uses tblLocation.
  3. In the bottom "Replace With:" window, expand the tree to Current Connections > Insight Direct > ServiceCEO > dbo > Views and select 61_tblLocation.
  4. Click Update. The table will be mapped to the view that will instruct the report where the contact fields are now located.
  5. Repeat steps 1-4 to map all tables using tblLocation.
  6. Click Close. The The Crystal Design view appears again.

Step 4- Verify the Database

The final step is to verify the database for the report. To do this, right-click anywhere in the white area on the left (under the Main Report tab) and select Database > Verify Database from the pop-up menu.

Performing this step will attach the latest table schemas from the database to your report.

Step 5 – Saving and Running the Report

By now, the report is completely updated for ServiceCEO 6.2. Next, you need to save the report and then run it to ensure that everything is working smoothly. If you do receive an error, simply repeat the above steps to find any unmapped tables, then save and run the report again.

To save and run the report:

  1. Click Save and Close. A Save Changes window appears.
  2. Click OK. An Overwrite Existing Report dialog box appears.
  3. Since we backed up the report in step one, click Yes to overwrite the existing report.
  4. Run the report in the usual manner.
    To complete our example, in the screenshot below the correct Contact Name and Phone Number are displaying because they are now mapped to their new locations in the ServiceCEO 6.2 database.

Feedback

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