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Quick Bid - 12.05 Creating Custom Reports in Crystal Reports - QB

Views: 659 Last Updated: 10/15/2024 11:24 am 0 Rating/ 1 Voters
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If your company owns Crystal Reports and employs someone who is trained on using Crystal Reports, you can create customized reports that can pull information from your Quick Bid estimate. The information below includes the fields available and instructions for setting up the report files.

Note

ConstructConnect does not provide technical support or assistance for creating, editing, or installing Custom Reports. You are expected to provide the expertise necessary to create and support your own Custom Reports. For assistance with setting up and using Crystal Designer custom reports, contact a qualified professional familiar with writing/configuring Crystal Reports. ConstructConnect does not distribute or support Crystal Reports full-function software and is unable to assist with the setup, execution, or troubleshooting of custom reports.

Custom Report files are stored within the OCS Documents directory, by default: C:\OCS Documents\Quick Bid\CustomReports.

Creating the Custom Report Files

Rules

  • Custom Reports must be created using Crystal Reports 9 or 10
  • Use "ADO" to connect to the Quick Bid database
  • Ensure that the report and configuration file names do not contain any spaces
  • Do not use a "Bid Selector" of any sort in the report - the report runs on the Current/Active Bid, just like any of the other reports included with Quick Bid

When you run the custom report, Quick Bid reconfigures the report’s ADO table connections to point to the active database (the database where the current Bid is stored).

Quick Bid also passes parameters to the custom report. These parameters may be any of the standard parameters or parameters defined as options in the Configuration File (ini).

Standard Report Parameters/Fields

Name Type Description
IsCompanyHeader Boolean Internal
Bidding Company Fields
CompName String
CompAddress String
CompCity String
CompState String
CompZip String
CompPhone String
CompFax String
Bid and Job Site Fields
BidUID Number UID of the selected Base Bid
BidNo String
BidName String
BidNotes String
JobNo Number
JobNumber String
Estimator String
JobClass String
WageType String
JobStatus String
DateTime String
PlanDate String
Address String
City String
State String
Zip String
SiteContact String
Phone String
Fax String
Country String
HoursPerDay Number Accounts for Crew Size
IsAlternate Boolean Internal
Standard Report Options
IsIncludeAlternates Boolean "1" if the “Include accepted alternates” is checked; otherwise "0".
IsIncludeCOs Boolean "1" if the “Include accepted change orders” is checked; otherwise "0".
ShowNullZones Boolean Internal
PrintHeader Boolean Internal
SelectedSectionUIDs Number / Multiple Value The selected sections from the Report Dialog passed to the report as a multiple value number parameter. Use this list to select records using the Selection Expert.
SelectedSections String Comma separated list of section names selected from the Report Dialog
SelectedTypicalAreaUIDs Number / Multiple Value The selected typical areas from the Report Dialog passed to the report as a multiple value number parameter. Use this list to select records using the Selection Expert.
SelectedTypicalAreas String Comma separated list of typical area names selected from the Report Dialog
SelectedAreaUIDs Number / Multiple Value The selected areas from the Report Dialog passed to the report as a multiple value number parameter. Use this list to select records using the Selection Expert.
SelectedAreas String Comma separated list of area names selected from the Report Dialog

The Configuration File

Each custom report must be accompanied with a configuration file with an *.ini extension and must be placed in the Custom Reports Folder along with the report file (*.rpt). The configuration file must have at least two sections, General and Options.

General Section

The General section provides Quick Bid with information about the report. Below are properties that must be included in the section.

Field/Name Description
DisplayName Name of the report as it is displayed on the Report Dialog
FileName File name of the Crystal Report (*.rpt) (NO SPACES)
Description Long description of your report
Type Used to indicate what group to show the report under on the Report Dialog. Always “Custom Reports”
CLSID Internal
Sequence Used to sort reports when printing. Reports with lower sequence numbers print sooner than those with larger sequence numbers.
Enabled Always "1"
Visible Always "1"
ReportBase Internal

Example General Section

[General]
DisplayName=My Custom Report
FileName=CustomReport.rpt
Description=This report is a custom report
Type=Custom Reports
CLSID = custom_report
Sequence = 1
Enabled = 1
Visible = 1

Options Section

The Options section contains a numbered list of options for each report; each option must be accompanied by its own individual Option Section in the file.

Example Options Section

[Options]
Option1= GroupBySection
Option2= GroupByArea
Option3= ShowDetailCond
Option4= QBHeader
Option5= ShowBidNotes

Individual Option Section

The Individual Option Section contains information about a specific option listed in the Options Section list. Quick Bid uses this information to display the option to the user on the Report Options Dialog.

Field/Name Description
DisplayName Name of the option displayed in the Report Settings Dialog.
OptionType Indicates what list to show the option in on the Report Settings Dialog
"0" = Group By, "1"=What To Show, "2"=Options
GroupName Unused
ParamType Data type of ParamName
ParamName Name of the parameter passed to your Crystal Report
Enabled Always 1

Example Individual Option Section

[GroupbySection]
DisplayName = Group by Sections
OptionType = 0
GroupName = empty
ParamType=0
ParamName = isGroupBySectionSuppressed
Enabled = 1

click here to view the previous article Using Reports to Catch Mistakes (Bid Analysis) Distributing Your Custom Reports Files click here to view the next article



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