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

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

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

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

STEP 5: Customized Window buttons Setting

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