How do I setup Crystal Reports in IntelliFront BI?
You can create and schedule Crystal Reports from within IntelliFront BI.
Integrations - Crystal Reports
Go to Workshop and select Integrations. In Integrations, select Crystal Reports.
Or select Crystal Reports from the card on the home screen.
Click New Crystal Report.
Click Add Crystal Report.
You can Drag and Drop the Crystal reports or click Add report files to navigate to and select the desired Crystal Reports.
Once the report has been chosen you will need to upload the report.
Groups: Determine who will be able to see the Dashboard. You can use the Groups set up within Users and Groups to do this.
Upload: Upload the selected report.
Cancel: cancels the uploading process.
Remove: Removes the uploaded Crystal Report.
Once successfully uploaded the report details screen will become visible.
The name of the report will be displayed in the Report Details window.
Report Name: Enter the name for the report.
Report Description (Optional): Enter a description for the report.
Use Saved Data: By default, IntelliFront BI will always attempt to run the report using the very latest data in your database. If your report is saved "with data" and you want IntelliFront BI to simply export the data in the report, then check this option.
Enabled: To enable this report check this box.
Tags (Optional): Add a tag to this report of required. Tags may be used for categorizing reports and boards.
New Credentials: Enter new Database Credentials
Pick Account: Chose from an already existing account.
The account must have been set up within accounts before it will be available here.
Add An Output
Add an Output Format for the report.
Output Name: You can customize the output name by clicking on the (...) button menu to the right. This will being up an Inserts and the Data Driven Values Menu for you to be able to insert constants such as CurrentDate, CurrentTime, CurrentMonthName, etc or Data Driven values such as Name, address etc.
Select the desired format from the drop down menu.
To modify the record selection formula, simply type your modification into the formula space. Once this formula is changed, IntelliFront BI will always use this formula for this schedule. It will ignore the original report's formula.
The changes are stored in IntelliFront BI. The report in your database is not changed, so it can be reused for other schedules or for its previous general use.
Crystal Report Parameters tab
Click on the Parameters tab.
Enter the required Parameters.
Click Next to continue adding parameters for the report.
Hint: Each parameter will be displayed on a separate screen.
Run Results Tab
Run Results: Displays the history for this report.
Table Logins Tab
Table Logins: If the report requires a Table Login enter the information here.
Select the required table from drop list next to Add a Table Login.
Pick Account: Pick from an already existing account for table Login information.
Manual Credentials: If you don’t have an existing account, manually enter the table login credentials.
Integrated Authentication: Check this option if you want to login to the table using Integrated Authentication.
Path for Report Refresh: Displays a window for you to enter a refresh report path.
Record Selection Formula: Select this to add record selection criteria for the report.
Group Selection Formula: Select this to add group selection formula for the report.
Output: Select this option to add or change the output format options.
Credentials: Select this option to add or edit report credentials.
Run: Execute the report immediately.
Verify: Verifies the report credentials, parameters etc.
Save Report Menu
Save and Close: Closes the Crystal Report screen and returns you to the Report Home Screen
Save Report and Create Another: Saves the Crystal Report screen allows you to create another report without returning to the Report Home Screen.
Once saved the report will appear on the home screen.
Crystal Reports Context Menu
To Edit, View or Delete the report click on the (...) button.
Edit: Allows you to make changes to the report
View Report: Allows you to review the report. Select either Crystal Report Viewer or the IntelliFront BI Viewer.
Crystal Report Viewer: Opens the report in a new Tab
IntelliFront BI Viewer: You will prompted for the following:
Export Format: Choose a format to view your report in.
Send Email Notification to: Enter an email address to receive a notification that the report is ready to view.