How to add Custom Reports to Printer Icon on Customized Window

By | June 23, 2021

Report:

A report is a document that presents information in an organized format for a specific purpose.

Crystal Report:

Crystal Reports is an application used to create custom reports from a variety of data sources.

It includes the major features for an application to create database reporting environments, such as data access, report design/formatting, report viewing, and application integration.

Crystal Reports is a popular Windows-based report that allows a developer to create reports and dashboards from a variety of data sources with a minimum of code to write.

Crystal Reports is designed to produce reports from virtually any data source. Formulas, cross-tabs, sub-reports, and conditional formatting.

The main purpose of Crystal Reports is to allow users to pull their desired data from a data source, such as an Oracle or MS SQL Server database, and present the data in an organized way. Crystal Reports provides you with a powerful, dynamic, and actionable reporting solution that helps to design, explore, visualize, and deliver reports embedding in enterprise applications.

Reports in X3:

X3 have an option of integrating the Crystal Reports in their applications. Following steps to include crystal report on X3 and adding those reports on customized window

STEP 1: Create the Report in x3 with Crystal Report.

Note: .rpt is an output file created by Crystal Reports. Place the .rpt file on sage ENG\Report Folder

Navigate to: All -> Development -> Script dictionary -> Reports

Report Code Field: Enter User defined name for the Report

Active: Checkbox checked

Characteristics of departure: Type: Normal

Crystal report: Crystal report name which is in Sage ENG\Report  folder    

                       Orientation:landscape

                         Paper size: A4 or Default. Refer Fig1.1

Fig 1.1 Report Dictionary

Report Dictionary, Parameter Tab, enter the parameter if added on crystal report input parameters.

The report can be directly printed from x3 menu More->Reports->Reports->Reports

STEP 2: Create the Print Codes.

Navigate to: Setup->Destination->Print Codes

The print codes are entered in mass in a grid. Each grid line is used to associate an internal code to a print.

Same internal codes can be entered in order to trigger a different report on   print. Refer Fig 2.1

Fig 2.1 Print Codes

STEP 3: Assign Report to Function:

Navigate to :Development->Script Dictionary->Functions

Select the Function of the Customized window, under the miscellaneous section/printing field enter the internal code created for print codes as shown in STEP 2. Refer 3.1

Fig 3.1 Function dictionary

STEP 4: Set Report default Values:

Navigate to: Setup->Destination->Default Values

Default values can be set if parameters defined on Report Dictionary>Parameters Tab

Fig 4.1 Default Values

STEP 5: Customized Window buttons Setting

Fig 5.1 Window Setting

This blog helps us to understand how to add custom reports to the printer icon on customized action-based window.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

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