Creating a Report Template

Steps:

1. Begin by creating a new report.

    

   Click the New button.

   Step 1

2. Click the As a Blank Report option.

   Step 2

3. Click the OK button.

   Step 3

4. This is a report template. Therefore, you do not want to connect to a specific Peoplesoft Query at this time.

    

   Click the Cancel button.

   Step 4

5. Click the Field Explorer button.

   Step 5

6. The fields that you want to add to the template are called Special Fields in Crystal.

   Step 6

7. Open the Special Fields folder.

    

   Click the expand button.

   Step 7

8. The fields that you want to add to this template are: Page Number, Report Title, and Data Date. To add a field, you can double-click and place it in the template, click and drag it to the template, or click the field and click the Insert to Report button. In this example, you will use the Insert to Report button.

    

   Click the Page Number list item.

   Step 8

9. Click the Insert to Report button.

   Step 9

10. Click the Page Footer section to place the Page Number field in the footer of the report template.

     

    Click the Page Footer cell.

    Step 10

11. Click the Report Title list item.

    Step 11

12. Click the Insert to Report button.

    Step 12

13. Click the Report Header section to place the Report Title field in the header of the report template.

     

    Click the Report Header cell.

    Step 13

14. Notice that the title is aligned to the left.

     

    Click the Align Center button.

    Step 14

15. The last field you want to add is the Data Date field. This is the date in which the data was last refreshed on the report.

     

    Click the Data Date list item.

    Step 15

16. Click the Insert to Report button.

    Step 16

17. Click the Report Header section to place the Data Date field in the header of the report template.

     

    Click the Report Header cell.

    Step 17

18. Next, add some text fields to the report to better describe what will be displayed.

     

    Click the Insert Text Object button.

    Step 18

19. Click the Report Header section to place the text object next to the Data Date field.

     

    Click the Report Header cell.

    Step 19

20. Enter the desired information into the Text Object field. Enter

     a valid value
     e.g.
     "Report Date"
    .
    Step 20

21. Click the Insert Text Object button.

    Step 21

22. Click the Page Footer section to place the text object next to the Page Number field.

     

    Click the Page Footer cell.

    Step 22

23. Enter the desired information into the Text Object field. Enter

     a valid value
     e.g.
     "Page Number"
    .
    Step 23

24. You have inserted the required fields into the report template. Now, close the Field Explorer dialog box.

     

    Click the Close button.

    Step 24

25. You next want to view what the report will look like with these fields applied to it.

     

    Click the Print Preview button.

    Step 25

26. Notice the date displayed in the top right corner.

    Step 26

27. Scroll down to see the page number.

     

    Click the vertical scrollbar.

    Step 27

28. Notice the page number in the bottom right corner.

    Step 28

29. Save the template so that it can be used by others to create reports.

     

    Click the Save button.

    Step 29

30. Enter the desired information into the File name field. Enter

     a valid value
     e.g.
     "Report_Template"
    .
    Step 30

31. Click the Save button.

    Step 31

You have successfully created a report template.

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