Ok, this worked, however when I click the new menu item, it is asking me for database connections etc. Is there a way to bypass this or default it to the correct path to the server?
Also, can I add it to just the Reports folder and not a standalone item?
In E10, I get a “blank” run report window that launches when I click the menu Item added as above.
I don’t have to actually fill in the name or password.
Clicking the Preview button launches the CR runtime viewer.
You could make a BAQ Report with a very simple BAQ (just query the Company table), ten in the CR rpt for that BAQ Report, put your non-V8 CR rpt in it as a sub report.
(The following is from an old post I made back in August of 2011.)
The basic steps are
If necessary, make changes to BAQ.
Copy the baq report from “W:\mfgsys803\Server\reports\CustomReports” to “C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports”. These to paths are setup in BAQ Report Designer under Actions\Options.
Launch BAQ Report Designer and load the BAQ Report
If necessry make changes to BAQ Report settings (Options, Filters, Sorts, etc…)
Run the Actions\Test Report Form
Select options, filters and sorts to make sure report will contain useful data.
Do a Print Preview, and ignore the resulting report
Copy the recently created XML file (which will have updated data and report parameters) from "W:\mfgsysdata\Reports\userid" to “C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports”.
Close the Print Preview
Close the Test Report Form window.
Select Actions\Design Crystal Report.
In CR Designer, select Database\Select Datasource Location
In the upper pane, expand ReportDataSet
Expand Properties
Double click the File Path, select one character in the path\filename, and delete it.
Press Enter (a window wil open asking for the ADO.NET (XML) info.
Use Browse to select the copy of the XML file from step 8. Leave the Class field blank, and the Use Data… checkbox unchecked.
Click Finish
Click Close
Select Report\Refresh Report Data( or just hit F5).
Make whatever changes to the Report, save it, and exit CR.
Select Actions\Deploy BAQ Report form the BAQ Report Designer window.
Some explanation …
The "W:" in “W:\mfgsys803\Server\reports\CustomReports” was a mapping to our V8 server.
C:\Documents and Settings\All Users\Application Data\Epicor\Vista\8.03.403D\MC\shared\Reports
was a folder (probably for Win XP) on the client computer
I went through and added this crystal report as a subreport in a basic BAQ report. I added it as a menu item and I am able to execute the report on my machine.
However, when another user goes to execute the report on their machine, it just says “report submitted for preview” and never executes…any suggestions?
Can the other users run the Crystal Report you made, outside of V8?
Is the BAQ your BAQ Report built around setup as Shared? (It’s a thing in E10, not sure if was in V8) If a BAQ is not Shared, only the creator can execute it.
I hope this is the last issue…when the user now runs the report it is giving this error message. Looks like it is looking for a file on her local C drive? Any idea why it would be doing this, and how to fix it?
When you edited the BAQ Report’s .rpt file, did you specify a path to the sub-report that is “neutral”? Meaning that it doesn’t rely on drive mappings that may vary from client to client (or even client to App Server).
Yes, the subreport and the BAQ report files are both located in \V8_AppServer\MfgSys803\Server\Reports\CustomReports folder.
Any other ideas? Could it have anything to do with the BAQ report options? There are several paths called out there such as Local Reports Directory and Server Reports Directory?
Make a copy the rpt, and remove the sub report. See if the user can at least run this new “blank” report. If they can, than it has something to do with the sub report.
You are correct it is something with the subreport. Some how I need to link my BAQ XML data and the non-BAQ sub report data. Found this old post from 2009:
Subject: RE: [Vantage] non-BAQ subreport in BAQ report
I’ve used this technique multiple times when the Vantage BAQ just
wouldn’t do everything I needed.
You can join multiple datasets very easily using Database Expert.
A couple examples that I’ve done:
I have used the BAQ Export Process to dump a virtual table to XML
and joined to that using Crystal Reports.
I have joined to an MS Access table to display related payroll info
If you can relate the tables (ie, Part.PartNum <–> MSAccess.PartNum)
then you’re golden. Crystal Reports doesn’t care where you get the
data.
Is your report’s data set so complicated that it can’t be done as a BAQ?
If at all possible make the report entirely in V8.
Make a BAQ. Its okay if it returns more data than you need. Making the BAQ Report will allow you to add parameters & filters.
Make the BAQ Report. Try to get the BAQ as close to finished as possible. because it’s a pain to update CR to see the new dataset when the BAQ changes.
It’s a little complex, trying to link shipments back to part numbers and their standard cost. It can certainly be done in a BAQ, I’m just more familiar with linking tables through Crystal and am finding the BAQ in Vista to be more difficult.
Looks like the BAQ in recent Epicor versions looks easier, and more visual based with the linking.
I find the data extraction of BAQ’s easier to use than a CR’s dataset.
But CR’s report designer is way better than SSRS (SQL Server Reporting Service). I’ve actually been forced to make a couple of BAQ Reports in E10 use CR as the rendering engine.
I’m trying to schedule this report to be automatically e-mailed out, is that possible in Vista? I created a schedule for it in System Agent, however when I go to the report to add it as a task, it doesn’t save my changes when I select the schedule and recurring on the report. How do I get the schedule/recurring to save?