Changing Report Settings

To change the report settings set by default, for example, you no longer want a report to run automatically, use the Report Settings feature.

Open a PLAN Crystal report.
The following steps are limited to the General tab in the Report Settings dialog box.
  1. With the report open, do one of the following steps:
    • Press CTRL+R.
    • Click Settings: Settings button.
    The Report Settings dialog box appears.
    Report Settings dialog box
  2. In the File name field, browse to the Plugin folder and double-click the file name of the report that you want to create.
    The file is automatically entered in the Crystal RPT file field.
  3. Click the ellipsis button (beside the DLL file field): Ellipsis button
  4. In the File name field, browse to the Reports folder and double-click the FxPlanStandard.dll file.
  5. In the Class drop-down list, click the report you want to open. (This should match the selected Crystal RPT file.)
  6. In the Options pane, select the options you want to apply on the reports that you choose to open. When you select a check box, the system performs the action described.

    • Auto Run: If selected, the report is automatically run when you launch the Reports screen. This is selected by default.

    • Save Parameter Values: If selected, values that you set for the selected parameters are saved.

    • Save Results: If selected, the report is automatically saved.

    • Register: If selected, the dll file is registered. This is selected by default.

    The following options are shown only for Crystal reports:

    • Group Tree: If selected, the reports are arranged into groups.

    • Drill Down: If selected, filters are applied to add more detail to the report.

    • RPT Only: If selected, only the report layout files are opened; other files such as SQL queries are not opened.

    • ODBC Logon: This is selected by default and enabled when you select RPT Only.

  7. Click OK.