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SAP Crystal Reports Viewer

In SAP Crystal Reports Viewer in SAP Business One, you can view:

  • Reports that are created with the SAP Crystal Reports software, version for the SAP Business One application

  • Crystal Reports layouts for documents

Note Note

You can view only Crystal Reports layouts and reports in SAP Crystal Reports Viewer. Standard SAP Business One reports and layouts (PLD type) appear in the SAP Business One preview window.

End of the note.

When you display a report or layout in SAP Crystal Reports Viewer, you can perform the activities listed below. For complete instructions, see the respective sections.

Note Note

The last three activities listed below are relevant only for reports, and not for layouts.

End of the note.
  • Viewing reports and layouts

  • Exporting documents and reports

  • Navigating to different pages

  • Searching for text

  • Changing the zoom factor

  • Displaying and hiding the Parameter panel

  • Filtering parameters

  • Displaying the group tree

Prerequisites

  • For viewing documents in SAP Crystal Reports Viewer: at least one Crystal Reports layout for the document type you want to view exists in SAP Business One.

  • For running and viewing a report: at least one report created with the Crystal Reports software exists in SAP Business One.

Note Note

Only a superuser can import layouts and reports into SAP Business One. For more information, see the how-to guide, which you can download from SAP Business One Customer Portal http://service.sap.com/smb/sbocustomer/documentation.

End of the note.

Viewing Reports and Layouts

Procedure

To view a report, do one of the following:

  • Run the report from the SAP Business One Main Menu:

    1. In the SAP Business One Main Menu, locate the report that you want to view and select it.

    2. In the report selection criteria window, enter the required data.

    3. Choose the OK button.

      The report appears in SAP Crystal Reports Viewer.

  • Run the report from the Report and Layout Manager window.

    Note Note

    Only superusers and authorized regular users can perform the procedure below.

    End of the note.
    1. From the SAP Business One Main Menu, choose   Administration  Setup  General  Report and Layout Manager  .

    2. In the Report and Layout Manager window, in the navigation pane on the left, navigate to the report you want to run and select it.

    3. In the work area on the right, choose the Run Report button.

    4. If the report contains multiple data source connections that are not all covered in the license server or the license file, the Log On to Data Source window opens. Specify the user code and password for each data source and choose the OK button.

    5. In the Report Selection Criteria window, enter the required data and choose the OK button.

      The report appears in SAP Crystal Reports Viewer.

Procedure

To view a document with a Crystal Reports layout:

  1. From the SAP Business One Main Menu, open a document that you want to view with a Crystal Reports layout.

  2. Choose one of the following menu paths:

    •   File  Preview  

      Choose this option if the Crystal Reports layout you want to view is already defined as the default layout of the document type.

    •   File  Preview Layouts  

      Select a layout in the Choose Layout window and choose the OK button.

    The document appears in SAP Crystal Reports Viewer.

Exporting Documents and Reports

You can export a document or report via SAP Crystal Reports Viewer to your computer as one of the following file types:

  • Crystal Reports (*.rpt)

  • PDF (*.pdf)

  • Microsoft Excel [97-2003] (.xls)

  • Microsoft Excel [97-2003] Data-Only (.xls)

  • Microsoft Word [97-2003] (.doc)

  • Microsoft Word [97-2003] - Editable (.rtf)

  • Rich Text Format (RTF) (*.rtf)

  • XML (*.xml)

Procedure

To export a document or report:

  1. In the toolbar of SAP Crystal Reports Viewer, click the Export Report icon.

  2. In the Export Report window, navigate to the folder on your computer where you want to save the file.

  3. In the File name field, enter a name for the file you are exporting.

  4. From the Save as type dropdown list, select a file type.

  5. Choose the Save button.

Navigating to Different Pages

To navigate to different pages of a document or report, do one of the following:

  • In the toolbar of SAP Crystal Reports Viewer, click any of the following icons:

    • (Go to First Page)

    • (Go to Previous Page)

    • (Go to Next Page)

    • (Go to Last Page)

  • In the toolbar, in the page number field, enter a page number.

Searching for Text

To search for text in the document or report:

  1. In the toolbar, click (Find Text).

  2. In the Find Text dialog box, in the Find What field, enter the text you want to find.

  3. Choose the Find Next button. To find multiple instances of the text, choose the Find Next button as many times as you require.

Changing the Zoom Factor

To change the zoom factor in a document or report, proceed as follows:

  1. In the toolbar, click the Zoom icon.

  2. From the list, select an option.

To define a zoom factor that does not appear in the list, proceed as follows:

  1. From the Zoom list, select Customize. The Zooming dialog box appears.

  2. In the field, enter a value from 25 to 400.

  3. Choose the OK button.

Working with the Parameter Panel

In the Parameter panel of SAP Crystal Reports Viewer, you can modify the report parameters to create different report views.

Note Note

The Parameter panel is available only for reports that require the user to enter parameters.

End of the note.

Displaying and Hiding the Parameter Panel

To display or hide the Parameter panel, in the toolbar, choose the Toggle Parameter Panel icon.

Note Note

To work with the functionality in the next sections, make sure the Parameter panel is displayed.

End of the note.

Filtering Report Parameters

You can change the view of a report by filtering its parameters in SAP Crystal Reports Viewer.

Note Note

You cannot filter the parameters of every report type. Some report types may not have different parameters available for different views. In these cases, to filter parameters, you need to rerun the report in SAP Business One.

End of the note.

You can modify the report parameters through the following:

  • Parameter dropdown list

  • Advanced dialog box

You can modify the report parameters in the list of parameter values in the Parameter panel, including the following possible types:

  • Dropdown list: Select an option.

  • Field: Enter a valid value.

Procedure

To change the parameter values of a report, do one of the following:

  • To work with the values in the list in the Parameter panel:

    1. For each parameter you want to modify, select or enter a valid value.

    2. Choose the Apply button at the top of the Parameter panel. The new report view appears in the work space on the right.

      Note Note

      If a parameter is not defined as mandatory, you can delete it from the Parameter panel by selecting it and then choosing the Delete button at the top of the Parameter panel.

      End of the note.
  • To work with the values in an advanced dialog box, do the following for each parameter in the list in the Parameter panel:

    1. In the Parameter panel, click in the field or dropdown box of a parameter. An icon appears to the right of the field or dropdown box.

    2. Click the icon mentioned in Step 1. The Enter Parameter Values dialog box appears.

    3. Do one of the following:

      • If the parameter values appear in a dropdown list, select an option.

      • If a parameter field appears, enter a valid value.

    4. Choose the OK button.

    5. Choose the Apply button at the top of the Parameter panel.

Displaying the Group Tree

To show or hide the Group Tree panel:

  1. In the toolbar, choose the Toggle Group Tree icon.

  2. In the Group Tree panel, select a group.

    A red box appears in the report to highlight the relevant data in the report.

Note Note

The Group Tree panel is available only for reports that contain group information.

End of the note.

More Information

For more information, see the how-to guide, which you can download from SAP Business One Customer Portal http://service.sap.com/smb/sbocustomer/documentation.

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