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This topic describes the process for installing a single report. If all reports need to be updated to the latest version, see Updating Reports.

NOTES: Installing a report overwrites the existing version of the report.

To install a report:

  1. Navigate to the Report Manager (Reporting > Reports). From the Report menu, select Install. The Install Report window appears.
  2. Use the binoculars  to browse to the location of the report file to be installed. 
    NOTE: Report files are Crystal Report files (.rpt).
  3. Fill in a Code and Display for the report. These are what the report will be named in the list of reports.

  4. If the report files for all users are stored on a shared network drive, then check the Update to all users checkbox. If the report files are stored on each user’s local hard drive, DO NOT check the Update to all users checkbox.
  5. Click OK.
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