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 Overview

Multiple forms and reports can be customized for one or all companies using Report Manager. Use this procedure to customize a form or report in Report Manager.

Note This procedure applies only to some modules.

 Before You Begin

• Form codes and report settings must be added to Report Manager. For more information, see Add Form Codes and Report Settings.

• Customized reports created in a previous version of the software may need to be added to Report Manager to be customized. For more information, see Add Custom Reports to Report Manager.

 

To customize forms and reports in Report Manager

1. Select Library Master Setup menu > Report Manager.

2. Select the form or report to customize and click the Maintain button. For more information, see Report Manager - Fields.

Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window. For more information, see Add New Format.

3. Select the form code or report setting to customize and click the Design button. For more information, see Maintain – Fields.

4. If there are multiple templates associated with the form or report, the Template Selection or Reports Selection window appears. Select the template to customize and click OK. For more information, see Reports Selection / Template Selection – Fields.

5. The form or report appears in Crystal Designer. Customize and save the form or report, and exit Crystal Designer.

6. If there are multiple templates associated with the form or report, repeat steps 3-5 to customize each template

The form or report is customized.