Setting up Custom Reports

This section defines the report requirements, optional report fields, and tips for creating custom reports, and information about the available sample custom reports.

Your custom reports must be compatible with Crystal Enterprise 10 or Crystal XIr2.

For use with:	Create your reports with:
Crystal RAS XIr2	Crystal Reports Developer 9, 10, or XIr2
Crystal RAS 2008 V1	Crystal Report Server Embedded 2008 V1

You can include optional fields in your custom report by adding the following parameters to the report file:

CurrUser

The short user name for the current user printing the report.

LogonDate

The Login Date for which the user prints the report.

UserID

The long user name for the user printing the report

ReportDate

The date on which the user prints the report.

Note

For detailed examples for setting up your custom reports, refer to the "Setting up Custom Reports for the AMSI Evolution Suite.pdf" document, which is included on the installation CD.

Use the following tips to create custom eSite report files:

To restrict to selected properties:

Link the PropertySelnDetail? table and set up a record selection criteria of {?CurrUser}={PropertySelnDetail.UserId?}

To include resident occupancy status on the login date:

Include the LeaseStatus view in the database linkage and set up a record selection criteria on the calcdate field.

To include unit occupancy status on the login date:

Include the UnitStatus view in the database linkage and set up a record selection criteria on the calcdate field.

Here is a sample record selection criteria for a report that prints based on selected properties and includes the status of the unit and the lease:

{?CurrUser}={PropertySeln.UserId}

and {LeaseStatus.calcdate}={?LogonDate}

and {unitstatus.calcdate} = {?LogonDate}

The installation CD for the AMSI Evolution Suite includes the following sample custom reports:

Custom Resident Listing

This sample custom eSite report lists the resident details for the selected properties, including each resident's Building ID, Unit ID, first and last name, and occupancy status.

You can modify the sample report file as needed, or install it with the default parameters. Sample custom report files are located in the Sample Custom Reports folder, within subfolders by module. To install the sample report, refer to To Add Custom Reports to eSite.

Setting Up Custom Reports