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Field or Button
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Description
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Output Option
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Select one of the following output options:
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Screen - Output to a PDF so you can immediately view the report.
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File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.
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Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field.
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Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.
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Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
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Save Report File
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Select
this check box to save the Crystal Reports report (.rpt) file for the
report to the folder entered in the Report
Working Directory field for your user ID in User
Profile Maintenance. You can use the report file to customize the
report. For more information, see Crystal
Reports FAQ. This check box is only available if you select the Screen radio button.
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Save Access Database File
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Select
this check box to save the Access database (.mdb) file for the report
to the folder entered in the Report Working
Directory field for your user ID in User
Profile Maintenance. You can use the Access database file to customize
the report. For more information, see Crystal
Reports FAQ. This check box is only available if you select the Screen radio button.
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Output File Type
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Select whether
to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file.
These radio buttons are only available if you select the File
radio button.
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Specify File Name
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Select
this check box to specify the file name of the output report. This check
box is only available if you select the File
radio button.
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Output Directory
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Enter the location for the output report, or click
the Lookup button to navigate to and select a location. This field is
only available if the Specify File Name
check box is cleared.
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Output File Name
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Enter a
location and file name for the output report, or click the Lookup button
to navigate to and select a location and file name. The file extension
of the file name should match the selected output file type. This field
is only available if you select the Specify
File Name check box.
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Excel Format Name
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Enter
an Excel format name, or click the Lookup button to select an Excel format
name. Excel formats can be set up to specify which fields are output to
Excel, and the order and sort order of the fields. This field is only
available if you select the Excel
radio button.
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Format Maintenance
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Click this button
to display Excel Format Maintenance,
which allows you to set up Excel formats. This button is only available
if you select the Excel radio
button.
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Save As Type
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Click
the Lookup button to select whether to save the delimited file as a CSV,
DAT, or TXT file. This field is only available if you select the Delimited radio button, and only
enabled if the Specify File Name
check box is cleared.
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Include header
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Select
this check box to include a row of header information in the exported
delimited file, which labels the data. This check box is only available
if you select the Delimited radio
button.
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Delimiter
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Enter a comma
(,), caret (^), or vertical bar (|) as a delimiter for the exported delimited
file. This field is only available if you select the Delimited
radio button.
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Enclosing Character
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If you
want to use single or double quotation marks around data exported to a
delimited file, enter ' or " in this field. Even if this field is
left blank, text fields that have commas or carriage returns are enclosed
in quotes. This field is only available if you select the Delimited
radio button.
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Printer
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Click
the Lookup button to select a printer. This field is only available if
you select the Printer radio button.
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Subject
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Enter a subject
for the report email. This field is only available if you select the Email radio button. If you leave
this field blank, the subject is the report title.
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Report File Prefix
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Enter a
prefix for the report file name. This field is only available if you select
the Email radio button.
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Add Additional Comments
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Select
this check box if you want to include additional comments with the emailed
report. If you select this check box, the Additional
Comments window appears after you click the Print
button in the ribbon, and allows you to enter the comments. This check
box is only available if you select the Email
radio button.
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Print Full Heading on All Pages
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Select
this check box to include the entire heading from the first page of the
report on all pages of the report. This check box is cleared by default,
and only enabled if you select the Screen,
File, Printer,
or Email radio button.
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Print Title Line on All Pages
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Select this
check box to include the report title, page number, and printed date/time
on all pages of the report. This check box is selected by default and
only enabled if you select the Screen,
File, Printer,
or Email radio button, and if
the Print Full Heading on All Pages
check box is cleared.
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Report Language 1
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Enter the
first language for the report, or click the Lookup button to select a
language.
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Report Language 2
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Enter the
second language for the report, or click the Lookup button to select a
language. If you enter a language in this field, the report is printed
in this language and the language entered in the Report
Language 1 field.
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Horizontal Shading
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Select
this check box to include horizontal shading on alternate lines of the
report to make it easier to read report data. This check box is cleared
by default, and is only enabled if you select the Screen,
File, Printer,
or Email radio button.
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Collate
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Select this
check box to collate the printed copies of the report (if you are printing
multiple copies of the report). This check box is cleared by default,
and is only enabled if you select the Printer
radio button and enter a value greater than 1
in the Number of Copies field.
Example You are printing
five copies of a 20 page report to distribute to five different people.
Leave this check box selected, so that pages 1-20 of the first copy prints,
then pages 1-20 of the second copy, etc. If you clear this check box,
five copies of page 1 prints, then five copies of page 2, etc.
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Horizontal Shading Color
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Click
the Lookup button to select the color of horizontal shading on the report.
This Lookup button is only enabled if you select the Horizontal
Shading check box.
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Number of Copies
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Enter
the number of copies of the report to print. This field is only enabled
if you select the Printer radio
button.
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Process
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These radio buttons are disabled in this window.
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Time
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These fields and radio buttons are disabled in this window.
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Date
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This field is disabled in this window.
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Task Occurs
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These radio buttons are disabled in this window.
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Task Description
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This field is disabled in this window.
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Scheduling Assistant Queue
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This field is disabled in this window.
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External Email
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This check box is disabled in this window.
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Screen Alert
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This check box is disabled in this window.
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Internal Email
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This check box is disabled in this window.
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Report Files
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This grid displays
report files set up for the report, and is only available if report files
are set up for the program in Report
File Maintenance. This grid includes the following columns:
Print
- Select the check box in this column to output the report file. Number
of Copies - Enter the number of copies of the report file to
print. This column is only available if you select the Printer
radio button. Report
Description - This column displays the description of each
report file. Report
Filename - This column displays the .rpt file name for each
report file. Report
Name - This column displays the name of each report file.
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