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Quick Bid - 12.05.01 Distributing Your Custom Reports Files - QB

Views: 388 Last Updated: 10/15/2024 11:14 am 0 Rating/ Voters
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Once the Crystal Reports designer creates the custom report files (rpt and ini), those files must be distributed to all users who will need to run this report (or reports).

Copy the custom report file (*.rpt) and the report configuration file (*.ini) and paste them into the Custom Reports directory (C:\OCS Documents\Quick Bid\Custom Reports). When the Quick Bid Reports Dialog box is opened, Quick Bid reads the report configuration files and displays report options.

Caution
Both files (*.rpt and *.ini) are required.

These files must be copied to each user's computer so they can access/run the Custom Report.

Note
The files must be stored in the "CustomReports" folder in the same location that is set as your "Database Folder" in Options. See Related Articles for details on changing your folder locations.

You save your Custom Reports files in the CustomReports folder

Caution
There is a bug in the most recent Quick Bid installers were the folder created on OCS Documents\Quick Bid\ is "CustomReports" instead of "CustomReports". Remove the space so Quick Bid can locate your custom report files.

Once you've copied the report files to the user's computer, to get your custom Report(s) to show up in the Quick Bid Bid Reports dialog box, you need to add the Reports from the Report Library.

Open the Bid Reports dialog and click on the Report Library button.

Quick Bid Reports dialog box indicating the Reports Library button

In the Reports Library window, select the custom report in the right side and click the add button to move it to the active reports window...

You can show or hide reports in the Reports Library dialog box

The custom report(s) are visible in the Bid Reports screen...

You'll find your custom reports at the bottom of the Quick Bid Reports dialog box

click here to view the previous article Creating Custom Reports in Crystal Reports Printing and Exporting the Bids, Equipment, Other, Subs, Markup Materials, Labor, and Payroll Tabs click here to view the next article



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