Optional Report Setup

The following steps are optional steps when using Report Manager. Executable reports are for users who want to execute reports in programs such as MS Excel or MS Word. You must configure the login credentials for the Crystal Report engine your agency uses.


Configuring IE for Client-side Executable Reports

To execute client-side executable reports in programs such as MS Excel or MS Word you must set your security settings in Internet Explorer.

To set IE for client-side executable reports

  1. Click the menu item Tools > Internet Options in Internet Explorer.

  2. Click the Security tab.

  3. Select Trusted Site.

  4. Click Sites.

    Windows displays the trusted sites window.

  5. Enter the Civic Platform site name under the label Add this website to the zone.

  6. Click Add to add Civic Platform site as a trusted site.

  7. Click Close to finish the trusted sites setting.

  8. Click Custom Level in the Internet Option window.

    The Security Settings window displays.

  9. Find the item Initialize and script ActiveX controls not selected for safe for scripting and select Enable.

  10. Click OK to finish.

Setting Up Crystal Reports Database Login Information

You must configure the database login credentials for each Crystal Report to eliminate the login prompt for these parameters when a user runs a report. This is mandatory for all types of Crystal Reports, specifically if the report writer developed the report against a different database. The steps to set the log in information are different for each report engine. The steps below describe how to configure the database login for a Crystal Report.

To set database log in information in a crystal report

  1. Open a Crystal Report.

  2. Click the Database option on the menu and select Set Database Location.

    Crystal Reports displays the Set Database Location window.

  3. If the correct data source displays in the Current Data Source window, expand the Properties option. If the correct data source does not display, skip to .

    Crystal Reports displays the properties for the select data source.

  4. Verify that the properties and User ID is correct. If the information is correct, skip to .

  5. If the correct data source displays in the Current Data Source window, expand Create New Connection.

    Crystal displays all of the new connection types for all data sources.

  6. Expand the plus (+) sign next to the data source you want to connect to. For example, to connect to an Oracle database, select Oracle Server. If the database server you are looking for does not display in the list, select More Data Sources. If is still does not display in the list you might need to install the database client on the machine you are working from. For instructions on how to do this, refer to the user guide that came with your database software.

    Crystal Reports displays the connection window.

  7. Enter the login credentials for the database server.

    Service Enter the server name, IP address, or URL to access to the database server.
    User ID Enter the ID used to access the database server.
    Password Enter the password used to access the database server.
    OS Authentication Select the option to authenticate the operating system.
  8. Click Finish.

    Crystal Reports connects to the database and returns to the Set Datasource Location window with the new server connection in the Replace With window.

  9. Highlight the database that you want to replace the Current Data Source and click Update.

    Crystal Reports updates the database in the Current Data Source window.

  10. Click Close.

    Crystal Reports returns to the report designer.

  11. To test the report, click Refresh on the toolbar.

    Crystal Reports displays a Refresh Report Data message.

  12. Click OK.

    Crystal Reports displays the refresh parameters window.

  13. Select Use current parameters values to refresh the report with the parameters a user entered last time they ran the report. Select Prompt for new parameter values to enter new parameter values. Click OK.

    Crystal Reports displays the parameter prompt window.

  14. Enter the parameter values, and then click OK.

    Crystal Reports refreshes the data in the report and displays the data.