SYSPRO Reporting Services > SRS Report Designer

SRS Report Designer

You use this program to copy standard SYSPRO SRS reports to customized templates, copy existing user-defined report templates to new templates, copy templates for different access levels and delete customized/user-defined report templates.

The Report Designer window is displayed when you select the Report Templates option from the Maintain menu (only available if your operator group has administrator privileges.

Toolbar and menu

Field Description
Edit  
Copy Creates a copy of the report currently highlighted in the left hand pane.

The report name defaults to the current name followed by the access level for the report (e.g. if the ar_list_of_permanent_entries report is copied and saved for company A, then the report is saved as ar_list_of_permanent_entries_comp_A.rpt).

Once saved, it is added to the Customized folder of the Report Designer and highlighted.

Delete Deletes a customized report (standard reports cannot be deleted).
Design Report Opens Crystal Reports for SYSPRO to customize the selected report if the Report Designer option is enabled against your operator code.
View  
Preview panel Displays either a sample of the selected report or the contents of the folder currently selected in the Report Templates pane.

Report Preview

Option

Action

Export Report

Exports the report to a file. The following file types are supported:

  • Crystal Reports (*.rpt)
  • PDF (*.pdf)
  • Microsoft (Excel (97-2003) (*.xls)
  • Microsoft Excel (97-2003) Data-Only (*.xls)
  • Microsoft Word (97-2003) (*.doc)
  • Microsoft Word (97-2003) - Editable (*.rtf)
  • Rich Text Format (RTF) (*.rtf)
  • XML (*.xml)

Print Report

Prints the report to any installed Windows printer. If you print the report to a file, the output file defaults to being saved in the ..\Base folder.

Refresh

Refreshes the report preview.

Copy

Copies the highlighted field(s) to the clipboard.

Toggle Parameter Panel

Opens the Parameters pane, enabling you to interactively format and filter report data by changing parameter values.

When you are using a SYSPRO business object as the data source, there are no parameters for the report.

Toggle Group Tree

Opens the Groups pane which displays a hierarchical tree view of all the groups and subgroups in the report.

Find Text

Searches the report for specific words or phrases.

Zoom

Zooms the report display.

Report types

Type of report

Description
Standard SYSPRO reports. Based on SYSPRO business objects.

Can run from:

  • SYSPRO main menu
  • SRS main menu
  • MyMenu menu folder
  • Favorites pane.
Customized SYSPRO reports. Based on SYSPRO business objects. Customized reports are standard report templates that you have copied and changed.

Can be run from:

  • SYSPRO main menu
  • SRS main menu
  • MyMenu menu folder
  • Favorites pane.
Customized GL Financial Report Writer reports. Based on SYSPRO business object for the GL Financial Report Writer.

Can be run from:

  • SRS main menu
  • MyMenu menu folder
  • Favorites pane.
User-defined reports.

Based on SYSPRO business objects or Data sources created in Crystal Reports. You can also create a user-defined report in Crystal Reports that uses an XML data source linked to a SYSPRO business object.

Can be run from:

  • SRS main menu
  • MyMenu menu folder
  • Favorites pane.
  • Customized panes.

Notes and warnings

Deleting considerations

  • You cannot delete the standard templates.

  • When you delete a customized or user-defined template, then only the report template is deleted. The report control and report form are not deleted. The menu items using the report template are also not deleted and must be deleted manually.

    Using the SRS Report Control program enables you to delete a customized report configuration, including the report template, the report form and the report control file.

Preview considerations

  • For reports designed using either SQL Server, or the Transoft U/SQL ODBC drivers, the preview causes the real report to be run against your data, which may take some time.

    If you select a report based on a business object, and a sample report is defined against the report control for this report, then the sample is displayed. This does not interrogate your data; it merely displays a pre-populated report.

Coding considerations

Hints and tips

Naming customized reports

  • If you customize a standard report and do not change the default template name, then when saving the customized report you do not have to add a customized SYSPRO report to a menu. When you run the standard report and a customized report template exists for the role, operator, operator group, company or system-wide, then the customized report template is used automatically instead of the standard report.

  • If you customize a standard report template and you change the default name when saving/copying the template, then the standard report template is used whenever you run the report from the SYSPRO main menu or from within SYSPRO Reporting Services. You need to add the customized report template to an SRS menu to run the customized report.

Security for customized reports

  • When launched, SYSPRO Reporting Services reads the files impsrs.imp (located in the ../prg folder) and cussrs.imp (located in the folder defined for custom programs in impact.ini).

    [Note]

    You may need to define the custom program folder in impact.ini:

    [Custom Directories]

    CUSPRG=XXX

    (Where XXX is the folder)

  • Add your customized report to cussrs.imp according to the format defined in impsrs.imp.

  • You can now define access to the relevant business object within SYSPRO according to operator group or role (see Operator Groups and Operator Roles).