Documenting Report Properties


Concept


Steps:

  1. Begin by opening the CUSTOMER_INFORMATION report using the Open button.

     

    Click the Open button.

    Step 1
  2. Use the Open dialog box to browse and select a report from the list.

    Step 2
  3. Click the CUSTOMER_INFORMATION.rpt list item.

    Step 3
  4. Click the Open button.

    Step 4
  5. Use the Design window to create professional looking reports.

    Step 5
  6. In this example, you will open the Document Properties dialog box using the File, Summary Info menu.

     

    Click the File menu.

    Step 6
  7. Click the Summary Info list item.

    Step 7
  8. 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.

     

    Step 8
  9. 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
  10. Click in the Author field.

    Step 10
  11. In this example, enter KIM NG. as the author.

     

    Enter the desired information into the Author field. Enter

     "KIM NG."
    .

    Step 11
  12. Use the Keywords field to enter the keywords that will assist in identifying the content of the report.

    Step 12
  13. Click in the Keywords field.

    Step 13
  14. In this example, enter CUSTOMER as keyword.

     

    Enter the desired information into the Keyword field. Enter

     "CUSTOMER"
    .

    Step 14
  15. 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
  16. Click in the Comments field.

    Step 16
  17. In this example, enter THIS REPORT IS CREATED FOR DEMO as comments.

     

    Enter the desired information into the Comments field. Enter

     "THIS REPORT IS CREATED FOR DEMO."
    .

    Step 17
  18. Use the Title field to enter the report title.

     

    This title is used as the Report Title field in the Special Fields.

    Step 18
  19. Click in the Title field.

    Step 19
  20. In this example, you will enter CUSTOMER INFORMATION as title.

     

    Enter the desired information into the Title field. Enter

     "CUSTOMER INFORMATION"
    .

    Step 20
  21. Click the OK button.

    Step 21
  22. Use the Save button to save reports.

     

    Alternatively, select File, Save on the menu bar.

    Step 22
  23. In this example, you will save the report using the Save button.

     

    Click the Save button.

    Step 23
  24. Use the Print Preview button to preview reports.

     

    Alternatively, select File, Print Preview on the menu bar.

    Step 24
  25. In this example, you will preview the report using the Print Preview button.

     

    Click the Print Preview button.

    Step 25
  26. The Preview window displays the results of the Customer Information report.

    Step 26

You have successfully documented report properties.

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