Standard Crystal reports are supplied with iMIS. The administrator or manager can modify these reports to meet your organization's needs.
Example of a Crystal report definition and its output
If you need custom reports that are not similar to the standard reports, the administrator creates the custom report. The manager, if granted access, still has the ability to modify the report.
Process
The process to set up a Crystal report is:
1. Create or modify a Crystal report template.
2. Create a Crystal report output process.
To modify an individual Crystal report, change the associated output process.
Crystal Report Templates
The following default report templates can often be modified to meet your organization's needs:
■ Mailing labels
■ Invoices
■ Badges
■ Rosters
■ AR/Cash Batch report
■ AR/Cash Trial Balance
■ Customer Profile
■ Dues Renewal Notice
■ Event Registration Confirmation
■ Order Status
■ Donor Profile
■ Gift Receipt
■ Campaign Performance
■ Process Management Action report
■ Process Forecast
To create a Crystal report template
1. From Tools, select Document System.
2. Navigate to (or create) the folder in which you want to create the report template.
3. Select Organize > New > Crystal Report Template.
4. Browse to the Crystal report (.rpt file) you want to save as a template.
5. (optional) Enter a Description.
6. Click Upload.
To create a Crystal report output process
Before you begin
Before you create a Crystal report output process, set up a Crystal report template (.rpt file). See To create a Crystal report template.
To create a Crystal report output process
1. From Tools, select Document System.
2. Select Organize> New> Crystal Report.
3. The Process Engine Portfolio displays.
4. Set up the report:
□ In the Summary tab, enter general information.
□ In the Sources tab, upload or browse to the desired Crystal Template.
□ (optional) In the Sources tab, define or select the query, if any, to be associated with the report and select the type:
■ Bound – The specific query is always associated with this report.
■ Select at runtime – User accepts the default query or selects another one when ready to run the report.
■ None
□ If you select an associated query for the report, browse to the desired Driver Business Object.
□ In the Output tab, specify the output options, such as print location and settings. Specify whether these options can be changed by the user at runtime.
□ (optional) In the Parameters tab, select the Show Parameters at Runtime option to request or require user input at runtime.
Note: If you do not select the Show Parameters at Runtime option, you must provide default values for the report to execute successfully.
5. (optional) Select Security and modify the security settings for the report.
6. Click Save.
Note: The business objects that start with a "Cs" prefix (such as CsContact, CsDonations, and so on) sometimes return more information in a Crystal report than they do in a query. For example, a report that is sourced from the CsPledges object, and which is defined to show information for only one specific fund might show the expected results when you preview the query results, but then display information for multiple funds when you run the report.
This behavior is caused because the Cs-prefixed objects might not have primary keys in their original data source, and in one-to-many relationships the query results can differ from report results because of the way that filters are currently implemented in reports.