Customizing Crystal Reports
Reports developed using Crystal Reports can be customized to optimally support your company processes and best practices. You can:
• Add or remove report filter criteria, assign default values, and save custom report variants by user, role, or system-wide.
• Use the Crystal Reports designer tool to modify the report layout, add and remove data fields, add calculation logic, or change sort order and grouping.
• Customize system-supplied report templates that contain formatting information such as fonts, logo, and paper orientation (landscape, portrait) using the Crystal Reports designer tool.
Note: You must have a license to use the Crystal Reports designer tool.
Default settings are provided for each report. These settings can be adapted based on your company standard to better support your best practices. The last-used settings for a report can be automatically saved based on user-configurable settings. Filter settings and layout can be given a name and stored as a report variant for private use or to be shared among users or groups of users (roles).
By default, the system saves each user’s last-used report variant. When you reopen a report you have already run, and click Apply to start the report, the report runs using the settings you last used.
In addition, you can define specific report settings and save them using a variant name. When you run the report, select that variant, and the report settings are copied into the selection criteria, saving time.