Report Definition

The Report Definition form is used to add a Crystal Report to myAvatar and:

• Define a new report form.
• Import a Crystal Report in the report form (Crystal Reports saved without data can be used with this form).
• Select pre-defined parameters for customized report outputs.
• Define single and multiple value SQL queries to include in the report.
• Associate the report with modeled envelopes — the report and parameter screens are included when the envelope is exported or imported.
• If a report built from this form contains a client lookup, entering that report when there is an active client makes the client default in the client lookup parameter prompt.

1. Go to: RADplus Utilities > Reports > Report Definition.
2. Enter the form name in the Report Name/ID# field, click Process Form Name/ID#.
3. Click Ok on the "Not Found" dialog box.
4. Click New. The "ID number" dialog box opens. Click Ok.
5. Type the Report Name to display in the menu.
6. In the Menu to Place Form Under field, select the form menu heading.
7. The Edit Form can be used to change the report menu location.
8. In the Replace Current Report/Select New Report select Yes to allow a new report to be selected. (This field applies to existing reports.)
9. Click Select Report. An Open dialog displays.
10. Navigate to the report.
11. Click Open. The Report File name field displays the report file name.
12. Select Yes to Show Group Tree in reports.
13. In the Send Report Directly to Default Printer field selecting: 
    • Yes will allow you to print reports when a report button is clicked.
    • No will allow you to display the report through the report viewer.
14. In the Associate Report with Modeling Envelopes field, select Yes to connect the report to modeled envelopes that are in the same build environment (system code).
15. Associated reports are included when the envelope is imported or exported.
    • If Yes, select the envelopes for association to the report form in the Envelopes field.
16. In the Is Report Eligible for Export field:
    • Yes allows the report to be exported. The report version number is increased by .01.
      When a report is eligible for export, it is available for export whether or not the envelope can be exported.
    • No is selected if:
      A report is associated with a modeling envelope (and the report is not eligible for export), the envelope is not eligible for export, or if the report definition is changed (and the report cannot be exported).
17. In the Report Version Number field, enter the report version number. This number tracks changes made to the report, and increases by .01 for each change.
18. In the Generate Bookmark for First Page of Section field, select Yes to create a bookmark on the first sub-section of the section.
19. In the Include Page Number in Bookmark field, select Yes to include the sub-section number in the bookmark.
20. In the Bookmark Override field, enter the bookmark description.
21. In the Audit Report Parameters field, select Yes to save the parameter values to the SYSTEM.RadPlus_Report_Audit' SQL table.
    • If the report is deleted, this information will be deleted from the SQL table.
22. Once submitted, the report will appear on the refreshed menu as long as access has been granted in User Definition.