Crystal Reports

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About this page

This page is used to add, run or manage the details of a Crystal report in RME.

Menu path: RME > Crystal > Crystal Reports

To search for a Crystal report, see: Crystal Reports Search.

1. In the Crystal Report search page, search for the report.

2. Open the report via the Open icon.

3. Click the Run Report button. The report will display in a separate window.

1. In the Crystal Report search page, click New in the toolbar.

2. Complete the fields, using the table below as a guide.

3. In the Report File section, upload the report file.

4. In the toolbar, click Save. To run the report, click Run Report. The report will display in a separate window.

Default Field Label	Description
Current?	Indicates if the report is current and can be selected by users with report access If the report is no longer current, slide this to No.
Group *	Mandatory Group that the report belongs to, as defined for your institution To create a new group, select Create New.
New Group	Only displays if Create New is selected in the Group field Name of the new group, according to your institution's requirements or schema
Report Description	What the report displays or is used for
Report File	File for the Crystal Report • The file storage, maximum file size and allowed file types are set in System Preferences. • If antivirus scanning is enabled in System Preferences, the file will only be uploaded if it passes the scan. • It may be possible to save without being uploaded if the field is not set as Mandatory in page view. • The system will allow you to upload a document with the same filename more than once so it may be useful to ensure that the filename is unique to distinguish it from others in the record. • For more about documents, see: Document upload and management.
Report Name *	Mandatory Name of the report that will be listed for users to select
Run Report	Runs the report added in the Report File field