Crystal Report Integration.pdf
Transcript of Crystal Report Integration.pdf
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1 Contents
1 Introduction .................................................................................................................................................................. 3
2 Integration Of Crystal Report ..................................................................................................................................... 3
2.1 Open Report and Process Window from Menu.................................................................................................. 3
2.2 Give Access to Report and Process ........................................................................................................................ 5
2.3 Give Parameter Of Crystal Report (If any) ............................................................................................................ 6
2.4 How to Create Crystal Report ................................................................................................................................. 6
3. Cases of Integration ......................................................................................................................................................... 8
3.1 When Crystal Report Opened From Menu ............................................................................................................. 8
3.2 When Crystal Report Opened With Button Attach to any Window ................................................................... 9
4. Give Role to Report and Process window ................................................................................................................... 11
5. Run the Report ............................................................................................................................................................... 12
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1 IntroductionCrystal Report is an Integral Part of Vienna Advantage. It is possible to integrate Crystal reports with Vienna
Advantage. And to do so details are explained in the document. Crystal Report can be created based on Table or
View. If there is an already existing table then you can create Crystal Report on that table or if there is a need of
View, in case you need to show data based on multiple tables then you have to create a View.
2 Integration Of Crystal Report We can integrate Crystal Reports in Vienna Advantage in Two Ways:-
Create Crystal Report which runs from the Menu and
By Creating Button on any Window and Attach Crystal Report with that Button.
In both the cases whether you want to open crystal report from menu or from button attached at
window you have to make entry in “Report & Process” Window. In the Image below you can see the
“Report & Process” Window.
2.1 Open Report and Process Window from Menu
On click of Report & Process the following window is opened where you need to make entries so that Crystal
Report can be run successfully.
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Following are few important fields in “Report & Process” window which one needs to provide to runCrystal Report:
Name – Name for the Report and in case this crystal is created for the module then name should be
prefixed with the prefix.
Search Key – Search key for the Report.
Description – Description for the Report.
Comments – Comments for the Report. (Optional)
Data Access Level – Provide access to the Report based on the requirement.
Report – Report Checkbox should be set to true for Crystal Report in this window.
Crystal Report – This checkbox should be set to true for Crystal Report. Class Name - ‘VAdvantage.Report.ReportLoader’ . It will remain same in every case.
Sql Query – This is the query based on which Crystal Report is created and data is fetched. This query
should be executable because based on this query data is fetched for the crystal report.
Report Path – Here you provide name of the .rpt file.
Procedure – If any procedure is to be executed for the crystal report then the procedure name has to
be provided here.
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If Image has to be attached with the crystal reports(like in case of printing of ID Cards) then Include ImageCheckbox should be Checked(Ticked). After checking Include Image checkbox Image Path Field and Image
Field will be visible to the user.
Image Path Field - Give the Image field which has been taken in table and in which images has beenstored.
In Image Field - Give the BLOB type field which has been taken in table. In this field no data isrequired to save.
2.2 Give Access to Report and Process
This is the 3rd of Report & Process Window named Report Access. In this you have to give the Read Write Access to the Report and Process as shown in the image below.
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2.3 Give Parameter Of Crystal Report (If any)This is the 4th tab of “Report and Process” Window Named Parameter. In this Tab you have to
define the parameters of the Crystal Report if any parameter you want to give to Crystal Report
Parameters are basically required if you want to filter results of your crystal report. Parameters should
be only those columns which are actually in the table or view from which your crystal report is
populated.
It is basically similar to the Column tab of table, where you have to provide all the info related to the
column like Name, description, Comments, DB Column Name, Reference, Dynamic Validation etc. So
when Crystal report is run these parameters are displayed first, based on these parameters crystal report
is populated
2.4 How to Create Crystal ReportTo Create Crystal Report in ViennaAdvantageWeb you have to add Crystal report in Reports folder of
CReports which is available in ViennaAdvatageWeb. Select Add New Item when you right click on Reports
folder of CReports folder, it will open a pop up window as shown in the image below. Here select Crystal
Reports and name your crystal report in the Name field with the extension .rpt. New Crystal Report will beadded in the CReports’s Report folder.
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Now once .rpt file is added in the folder, you can create Crystal report or design accordingly based on the table
or view selected as shown below in the image. In the following example VAFAM_Temp_Asset table is used to
create Crystal Report.
3. Cases of Integration
3.1 When Crystal Report Opened From MenuGo to the Start Menu and Open Menu Window.
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After opening the menu window you have to make entry in menu. Give the name of the menu. Select the
report in action drop down field. Then after this process field will be visible to the user. In process field you
have to select that report name which we have created.
3.2 When Crystal Report Opened With Button Attach to any Window
For attaching a crystal report to a button on any window we need to create a button on that window.
After that go to start menu and open crystal report binding window as shown below.
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For binding the crystal report to the button of any window you have to do an entry in crystal report binding
window.
Window – Here in this field you have to select that window from drop down in which you want toattach Crystal Report.
Table – In this field you have to select that Table from drop down which is attached to the tab ofthat Window at which you want to attach crystal report. Means the Table which is bind to that tab at
which you want to show the crystal report.
Report Parameter – Here you have to give the name of the button you created for crystal Report.Means you have to give the DB Column Name of that Button Field at which you want to open theCrystal Report.
Procedure - If on the basis of Procedure Crystal report is bound with Button then the name of theProcedure is defined in the Procedure Field.
Note: - All your Crystal Reports should be placed in the folder ViennadvantageWeb->CReports->Reports
folder.
Note: - All your Images which are attached to any Crystal Report should be placed in the folder
ViennadvantageWeb->CReports->Images folder.
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4. Give Role to Report and Process window
Open the Role window from the menu and select the Tenant in which you want to give the role access.
Now go to Repot and Process Tab and select New Record. After selecting new Record select your Report and
Process from Special Report field drop down and give this form Read Write access. After giving access to the
Report and Process Re-Login in Vienna Advantage with the same role in which you has given the access of the
Report and Process and then run your report
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5. Run the ReportNow login with the role for which you have given the access of that Report and Proces e.g. given the role toIdeasIncAdmin so login with IdeasIncAdmin role.
Look for the Report and Process which you added in the Menu window. Go to Start in the Vienna
Advantage Taskbar and type name of the Report in the search field, the form which you created can be seen
in the search result as shown below
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Now click on the Menu item or the Report name, you are now able to see the Report as shown below.