Installing Crystal Reports

You can upload pre-configured Crystal Reports into the system.

Before you begin

Report Designer must be open.

About this task

If your site has Crystal Reports XI and a report writer, use them to create these files. Otherwise, contact Trapeze Customer Care for help with these files.

Procedure

  1. Click the New button:
    A plus sign inside a circle.
    The New Report dialog box appears.
    By default, the Ad Hoc Bookings is selected.
    The New Report dialog box showing Name, Report Type, and Category fields.
  2. Do the following:
    1. Type a Name for the report.
      This name can be changed later if needed.
    2. In the Report Type list, click Crystal Reports.
    3. Click OK.
      The Edit step appears with the Edit step button highlighted
      The Edit Screen open.

    The report name appears in the Title field of the Details pane.

  3. Optional: In the Description field, type a report description.
    The description appears in the upper-right pane on the Test step.
  4. Click the Upload Crystal Report button.
    An arrow pointing upwards.
    The File Upload dialog box appears.
    The File Upload dialog box with no file chosen.
  5. Do the following:
    1. Click Choose File.
      The Choose File dialog box appears.
    2. Browse to the report location, select the Crystal Reports file, and click Open.
      Trapeze recommends that all report files be kept in a known location on the PASS server.
      By default, report files are saved in C:\Documents and Settings\All Users\Application Data\Trapeze\<PASS application>\<data source name>\Reports\Archive\YYYYMMDD.

      To use a different folder for archived reports, set the Core > FileSystem > Application Data Dir context property.

      Contact your system administrator for more information.

    3. Click Upload.