FACSys uses Crystal Reports to prepare and generate reports. In addition to the many pre-defined reports included with FACSys, administrators have the ability to create their own custom reports when using Crystal Reports Professional. All the pre-defined reports have been generated using Crystal Reports Professional 9.2. To create your own FACSys reports, you must have purchased the complete Crystal Reports Professional package.
With the installation of the FACSys Administrator program, a User-DSN (data source name) "FACSys Report" is installed. This data source uses the Microsoft Access driver and points to the location of the history_admin.md! file in the FACSys program directory on the administrator's local computer.
Refer to the instructions below to create a custom FACSys report:
| 1. | On the computer on which you installed the FACSys Administrator program, run Crystal Reports Professional. |
| 2. | Choose the Crystal Reports File|New command. |
| 3. | Choose a Blank report or the Report wizard to generate a report |
| 4. | When you are prompted to choose a data type by the Database Wizard there are different options to select the Access Database as the data source to use in your report. You can also select the Database Expert from the "Database" menu item. |
a. Using the "FACSys Report" DSN. Choose the ODBC (RDO) and select the "FACSys Report" User DSN.
b. Using the "Access/Excel (DAO) option. Choose the FACSys\History_admin.md! file as the database template file.
c. Using the "OLE DB(ADO) option. Choose the FACSys\History_admin.md! file as the database template file.
5. When you are prompted to "Choose the Table", choose the table(s) you want to activate for use in your report. The database includes the database tables "Send" and "Receive." Choose one or both the tables and the fields required.
After you have selected a database table and verified the server information, click the OK button.
6. In the Crystal Reports New Report window, insert the data fields and define the layout of your report.
NOTE: For detailed instructions on using Crystal Reports, refer to your Crystal Reports documentation or on-line help.
7. After you have defined and saved your custom report, copy the .RPT file to:
a: FACSys\Reports directory if you chose both Send and Receive tables above.
b. FACSys\Reports\In directory if you chose only Receive table.
c. FACSys\Reports\Out directory if you chose only Send table.
By refreshing the Reports folder or reloading the FACSys Administrator program, your custom report will be listed
