Any report created using Crystal Reports can be incorporated into the Reports module in RedAnt. Follow the steps below to add and manage reports.
Adding a New Report
- From the Main Menu, select Reports from the top navigation bar.
- In the Report Name field (located in the bottom-left corner), enter a descriptive name for the report.
- Click the folder icon next to the Report Path field and browse to the Crystal Report file you wish to add.
- (Optional) Enter a Security Code to restrict unauthorised printing of the report.
- Click Add Report to complete the process.
The newly added report will now appear in the list of available reports displayed above.
Removing a Report
To remove an existing report:
- Select the report from the available reports list using the left mouse button.
- Click the Remove Report button.
Running a Report
- Select the desired report from the available reports list.
- Click View Report.
If the report requires parameters to filter the data, a prompt window will appear.
Entering Parameters
When entering filter parameters, it is important to ensure valid ranges are provided:
- Leaving range fields empty will result in no data being returned.
- For example, if Customer From and Customer To are left blank, the report will not display any results.
Example:
To include all customers, enter:
This approach also applies to date ranges and other filter criteria.
Best Practice Tips
- Always provide a complete range when prompted for parameters.
- Use Security Codes where appropriate to safeguard sensitive data.
- Ensure report names are clear and descriptive for easy identification.