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
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.
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
The last three activities listed below are relevant only for reports, and not for layouts.
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
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
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.
To view a report, do one of the following:
Run the report from the SAP Business One Main Menu:
In the SAP Business One Main Menu, locate the report that you want to view and select it.
In the report selection criteria window, enter the required data.
Choose the OK button.
The report appears in SAP Crystal Reports Viewer.
Run the report from the Report and Layout Manager window.
Note
Only superusers and authorized regular users can perform the procedure below.
From the SAP Business One Main Menu, choose
.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.
In the work area on the right, choose the Run Report button.
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.
In the Report Selection Criteria window, enter the required data and choose the OK button.
The report appears in SAP Crystal Reports Viewer.
To view a document with a Crystal Reports layout:
From the SAP Business One Main Menu, open a document that you want to view with a Crystal Reports layout.
Choose one of the following menu paths:
Choose this option if the Crystal Reports layout you want to view is already defined as the default layout of the document type.
Select a layout in the Choose Layout window and choose the OK button.
The document appears in SAP Crystal Reports Viewer.
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)
To export a document or report:
In the toolbar of SAP Crystal Reports Viewer, click the Export Report icon.
In the Export Report window, navigate to the folder on your computer where you want to save the file.
In the File name field, enter a name for the file you are exporting.
From the Save as type dropdown list, select a file type.
Choose the Save button.
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.
To search for text in the document or report:
In the toolbar, click (Find Text).
In the Find Text dialog box, in the Find What field, enter the text you want to find.
Choose the Find Next button. To find multiple instances of the text, choose the Find Next button as many times as you require.
To change the zoom factor in a document or report, proceed as follows:
In the toolbar, click the Zoom icon.
From the list, select an option.
To define a zoom factor that does not appear in the list, proceed as follows:
From the Zoom list, select Customize. The Zooming dialog box appears.
In the field, enter a value from 25 to 400.
Choose the OK button.
In the Parameter panel of SAP Crystal Reports Viewer, you can modify the report parameters to create different report views.
Note
The Parameter panel is available only for reports that require the user to enter parameters.
To display or hide the Parameter panel, in the toolbar, choose the Toggle Parameter Panel icon.
Note
To work with the functionality in the next sections, make sure the Parameter panel is displayed.
You can change the view of a report by filtering its parameters in SAP Crystal Reports Viewer.
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.
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.
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:
For each parameter you want to modify, select or enter a valid value.
Choose the Apply button at the top of the Parameter panel. The new report view appears in the work space on the right.
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.
To work with the values in an advanced dialog box, do the following for each parameter in the list in the Parameter panel:
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.
Click the icon mentioned in Step 1. The Enter Parameter Values dialog box appears.
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.
Choose the OK button.
Choose the Apply button at the top of the Parameter panel.
To show or hide the Group Tree panel:
In the toolbar, choose the Toggle Group Tree icon.
In the Group Tree panel, select a group.
A red box appears in the report to highlight the relevant data in the report.
Note
The Group Tree panel is available only for reports that contain group 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.