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QB - 12.05.01 Distributing Your Custom Reports Files

Views: 882 Last Updated: 11/07/2022 02:25 pm 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. Both files are required.

These files must be copied to each user's computer.

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.

Caution
There is a bug in the most recent Quick Bid installers were the folder created on OCS Documents\Quick Bid\ is "Custom Reports" (with a space) 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.

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...

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

Creating Custom Reports in Crystal Reports Printing and Exporting the Bids, Equipment, Other, Subs, Markup Materials, Labor, and Payroll Tabs 



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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