Crystal Report

2016-06-17 10:26:49
Last edited by Renee on 2018-01-15 14:07:50

Through Crystal Report, users can write SQL query statements and design reports based on their own requirements, then generate the reports. A sample report has been included in ZenTao, so that users can use it or modify it as a reference.

1. Click "Report"->"Custom". If you do not see it, go to "Company" - > "Privilege" to check whether you have the permission.

  • Click "Design" if you want to use the sample report. You have to enter variable to use it, if there is any variable in this report.
  • Click “Change” to modify your SQL or reports.
  • Click  "Rename" to modify the name/category of a report.
  • Click "Add Report" to add a report.

2. Add a new report

Click Add Report and you will see the page below.

 3. Type your SQL statement. Click "Query", you will get a list of this SQL statements.

4. Design report conditions and click Confirm to generate the report. 

Conditions can be designed according to your own requirements. Reports are generated in accordance with the fields of Group 1 and Group 2 and the corresponding statistical methods. Group 1 is required, and Group 2 is optional.

5. If the report has already been designed, you can save the report by clicking "save" and entering the name and category.

6. The report will be displayed in the corresponding category.

7. Click "Add variable" to add variables to the SQL statement. 

Enter the "variable name" (letters or numbers), the name of the variable and choose the format of the input .

There are three types of input, text box (simple text box), the user list (with the user list of the selection box) and date (can choose the date of the control).

Note: If you cannot save it, you might have not done Step 3. If you need to save any modifications on the report, you should go back to Step 3.

This feature can be purchased as extension separately and installed in open source version to use.
Contact us to buy this extension at

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