Adding a Crystal Report to the shortcut bar

A number of pre-defined reports generated using Crystal Reports are available. You can add these reports to the shortcut bar in addition to adding them to the Crystal Reports component.

Before you can run a report, you need to have Crystal Reports installed on your computer. The Set Crystal Reports DSN must have also been run. For more information, see the Setup Guide. In addition, the reports must have been added to the Crystal Reports component.

To add a Crystal report to the shortcut bar:
  1. Right-click the Shortcut bar, then click Add Component.
    The Component Maintenance dialog appears.
  2. In the Select Component list, select Crystal Report.
  3. Modify the Component Title as required, for example, the name of the report that you are adding.
  4. In the View Properties box, if required, select the Category, and the select the relevant report.
  5. Click OK.
    The report is added to the shortcut bar.
    When you click the report, the Crystal Reports component starts and the report runs.

To remove the report from the shortcut bar, right-click it, then click Remove Component.

Adding a report to the shortcut bar using the Crystal Reports component

To add a report to the shortcut bar from the Crystal Reports component:
  1. Start the Crystal Reports component.
  2. On the Actions list, click Add existing report to group.
    The Selection dialog appears.
  3. Select the required Category, then select the report(s) that you want to add to the shortcut bar.
  4. In the Add to Group list, select the required shortcut group, and if required, select the Launch in new window check box.
  5. Click OK.
    The report is added to the shortcut bar.
    When you click the report, the Crystal Reports component starts and the report is run.

Deleting a report

You can remove reports from the Console from the Reports tree by selecting the relevant report, then clicking Delete Reporton the Actions list. This does not delete the actual report file, rather it is just deleted from the Console. You can still run the report outside of the Console.