Begin by opening the CUSTOMER_INFORMATION report using the Open button.
Click the Open button.Step 1
Use the Open dialog box to browse and select a report from the list.Step 2
Click the CUSTOMER_INFORMATION.rpt list item.Step 3
Click the Open button.Step 4
Use the Design window to create professional looking reports.Step 5
In this example, you will open the Document Properties dialog box using the File, Summary Info menu.
Click the File menu.Step 6
Click the Summary Info list item.Step 7
Use the Document Properties dialog box to:
• Add summary data to your report (to help you and other users identify the report).
• View the statistical information the program generates for each report.
Use the Author field to enter the name of author who created the report so that other users and report developers know who created the report.Step 9
Click in the Author field.Step 10
In this example, enter KIM NG. as the author.
Enter the desired information into the Author field. Enter
Use the Keywords field to enter the keywords that will assist in identifying the content of the report.Step 12
Click in the Keywords field.Step 13
In this example, enter CUSTOMER as keyword.
Enter the desired information into the Keyword field. Enter
Use the Comments field to enter comments to enable you to track internal documentation of the report.
Normally, you document the report for future upgrades. Because Crystal is a third party tool, the PeopleTools upgrade process does not compare old reports to new PeopleSoft reports. Therefore, the documentation should note the changes to PeopleSoft reports.Step 15
Click in the Comments field.Step 16
In this example, enter THIS REPORT IS CREATED FOR DEMO as comments.
Enter the desired information into the Comments field. Enter
Use the Title field to enter the report title.
This title is used as the Report Title field in the Special Fields.Step 18
Click in the Title field.Step 19
In this example, you will enter CUSTOMER INFORMATION as title.
Enter the desired information into the Title field. Enter
Click the OK button.Step 21
Use the Save button to save reports.
Alternatively, select File, Save on the menu bar.Step 22
In this example, you will save the report using the Save button.
Click the Save button.Step 23
Use the Print Preview button to preview reports.
Alternatively, select File, Print Preview on the menu bar.Step 24
In this example, you will preview the report using the Print Preview button.
Click the Print Preview button.Step 25
The Preview window displays the results of the Customer Information report.Step 26
You have successfully documented report properties.
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