SS> Reports> External Reports

External Reports

 

Summary

 

The External Reports tool allows you to run external reports created in Crystal Reports through the Springbrook application. In order for these external reports to work with the External Reports tool, they must be saved in the .\local\ folder of the Springbrook installation. They also need to be renamed to include "ext-" as a prefix.

 

Related Links

 

Click here for information on Report Publishing.

 

Step by Step

 

1     Open the External Reports window (SS> Reports> External Reports).

 

2     Select and configure the external report. 

 

  • Click the Report Name drop-down menu to select the external report you would like to generate.
    • This drop-down menu will populate with any reports that are located in the .\local\ folder of the Springbrook installation and have been renamed to include "ext-" as a prefix.
  • The Parameters section below will automatically populate with any editable parameters attached to the external report.

 

3     Print the external report. 

 

  • Once you have entered the desired details in the Parameters section, you can print the external report.
  • Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
    • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
    • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.

 

4     Publish the external report. This is an optional step. 

 

  • By publishing an external report, you can give the report a descriptive, understandable name and specify a logical location within the application where the report can be accessed by other users.
  • Click here for information on Report Publishing.