Users can add their own custom reports to RedAnt. To create or modify custom reports, a copy of Crystal Reports XI SP2 is required.

Go to: Main Menu > Reports

Before you start

• Ensure the Crystal Reports (.rpt) file is available.
• Know the location where the report file is stored.
• If you need to create or amend a custom report, ensure Crystal Reports XI SP2 is installed.

Add the report

1. From the RedAnt Main Menu, select Reports.
2. In the Report Name field, enter a descriptive name that users will recognise.
3. Select the folder button next to Report Path, then browse to and select the Crystal Reports file.
4. If required, enter a Security Code to prevent unauthorised printing of the report.
5. Select Add Report.

The report should now appear in the list of available reports.

Run and check the report

1. Select the report from the available reports list.
2. Select View Report.
3. If prompted, enter the report parameters, such as customer ranges or date ranges.
4. Verify that the report opens and displays the expected customer information.

Important

Do not leave range parameters blank. Empty Customer From and Customer To fields return no data. The same applies to date range parameters.

To include all customers, enter:

• Customer From: 1
• Customer To: zzzzzzzz

Check it worked

The report:

• Appears in the available reports list.
• Opens successfully when View Report is selected.
• Returns the expected data for the selected parameters.