Understanding the Report Wizard Process for Crystal Reports

The following flowchart describes the process that occurs when a user runs a Crystal Report. Each step of the flow chart is described in greater detail below.

  1. User launches Report Wizard from a View.
    • The user creates or opens a view in Aptify that displays one or more records stored in the selected service. This includes standard views, prompt views, and views in a dashboard. The user clicks the Report Wizard icon to launch the wizard.
    • The user can also launch the Report wizard by clicking the Print button on a record's form. However, the report will contain information only from that one record. 
  2. User selects a report.
    • The user selects a report from the list of available reports in the wizard and clicks Finish
  3. Aptify generates a List based on the View.
    • Aptify creates a Lists record that includes all of the records displayed in the selected view.
    • The example below illustrates a sample Lists record created by the system's reporting mechanism.
      Lists Record Generated for a Report
  4. Aptify initializes the Crystal Report.
  5. The Report imports data using the List as the data source.
    • The List's List Items correspond to the records contained in the user's view.
    • The List Items tab on a Lists record displays information from the List Detail sub-type. The base view for this sub-type is called vwListDetail.
    • As described in Creating a Basic Crystal Report, each Crystal Report that you create for Aptify must have a reference to vwListDetail so the report can access the records identified in the List. 
  6. Report appears on-screen
    • A new window opens in the Aptify session displaying the report. The report includes information only on the records from the selected view.
    • Once the report is displayed, a user can print it or export it to another format, such as PDF, HTML, or Microsoft Word. 
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