I'm hoping this is an easy question and I'm just overlooking the obvious. I've been able to modify a few epicor reports in crystal. I can't seem to figure out how to get the data to refresh though.
Here's a simple example. I open up my duplicate report in crystal. I go to the View file option and then Print Preview and set the File path to the xml doc that was created from my print preview in epicor. Crystal then shows me my preview report with epicor data in it. I then see a fax field that only shows up if there is data in the field. I go back into epicor and put in a fax number in the customer master. The fax number never shows up in crystal. I've tried doing a Refresh Report Data, doing a Set Datasource Location and choosing a Report Data Set or creating a new connection to the new preview xml file. I can't seem to find the right steps to refresh that data. Thanks.
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Report Data Definitions are defined in Epicor
- System Management > Company Maintenance > Report Data Definition > Report Data Maintenance
Need to find Report Data Definition in Report
- Report Styles (find the report that we are running, then include the field into the report fields in the Report Style)
Generate XML file (happens everytime we go to do print preview)
- Crystal Report > Database
> Set DataSource Location > Create New Connection
- Click + next to create new connection
- + ADO.net
Not really sure about the xml stuff (didnâ€™t have it in 6.1 and wonâ€™t in 10 due to SSRS) but one thing to check might be if you saved the report while in Report Preview mode (not Print Preview). If so then Crystal seems to want to save the data with the report. Look under File on the menu bar and see if Save Data with Report is check marked and if so un-check it. That may be blocking it from going after new data.
From: email@example.com [mailto:firstname.lastname@example.org]
Sent: Monday, October 20, 2014 2:30 PM
Subject: [Vantage] Re: New to crystal reports
I've created a second xml file that actually shows the fax number in epicor. I've even tried re-pointing my datasource location in crystal to this new xml file. I just won't show up for some reason.