Creating Report With Crystal Report
One of the primary function for the info scheme are the report is responsible for
producing the info required to transmit it to the point or info center that request.
Sometimes distorts the consequence of report that are requested because company obviate vital point for ultimate success. Therefore I would like to analyze and provide feedback so that the consequence is closer to what you want.
First is to prioritize what really need the company request a number of report is costly and futile. Plan and operation silently analyze each country see what you tin truly make a report
Voluminous info that is needed often.
Vital info for determination making.
info that volition add value to the dealing such as quote bill and so on.
When you have identified the vital need it should be a working meeting to plan the design of the report with the end user of these report if necessity its policy and system people. People who need information should translate as need the information in all its dimensions, form and content, in the end they are the ones who will use it, will make decisions, take action with the information sumistrada by reports. People are aware system to where you tin provide the info because you tin not always have all the info as one wished.
It Energy a general Boseto info needed vertical or horizontal heading page (will repeat on every page of the report) the report heading (just out on the first page of the report) Body of report reporting and ft (last page of the report) and the underside of the page (which is repeated in the footer of every page) here is usually paging print the report date standard certificate consecutive numbers. Consider the Logos. The corporate colors. Title to their size and position. In the underside of the rubric is usually the parameter info that was entered to run the report and the date scope of info part and so on
Then he go to detail field by field this is the most important part where you have to preever all particular calculation (with clear fomulas) fount case medium color infinite Date formatting Number formatting with decimal whole numbers grouped (many degree and what degree and in what order ex-husband state part metropolis Branch).
The graph that are desired reporting level (group and or general) and what kind of artwork (bar line pie and so on. ) With their title subtitle axis label with dimension or flat which so big it fill a sheet or only a part.
Crosstabs that info go in row and column subtotal totals. summary often want a sum-up at the beginning or end of the report give an overview of the info and then see the detail.
With that filter I run my report filter really necessity and I volition take the info I need to clarify. We must also take intoaccount the same report could be reusable for other people, other areas, only paramentros or input filters can change the information. Set the date range.
The form of info escape via e-mail print screen web all the above. If desired exported to Excel and this brand placing due differently and column to align columas no unwanted jump in excel.
If you printed it determines the paper type size whether to use a assortment of printers.
If the report are printed only on screen you tin choose to demand report that only run when the user deems necessary.
There must be a reasonable period of testing by the end user but the end is to make the lowest scene because it was made so well that plasmo design desired yet executed.
The experience leads to these observations:
format customer volition get lazy and do not underestimation the report and should be in a project at the end what they see daily user are reporting are his tool is the aggregation of info day day why take action decision take a few years to make the design volition ensure the satisfaction of all party it was planned aim clear and take into account all aspect to the end there volition be no surprises. Must be completed in full-of-the-moon format and perform graphic design as detailed as possible so that the individual making the report double what the client wants.
woman are much more the esthetic of report repaired in the colours in the missive workforce resent the colours before but for both gender ovbiamente what is altogether information. But from my point of view, the colors are not mere decoration, highlighted visually separate groups and information. Often only be grayscale for printing, but other customers will want bright colors and institutional. Not everything tin make report not everything tin show the manner you want but you tin find an option to an option development reflajarlo in the report and it tin also be shown to be otherwise if There is a dialog anything is possible.
Crystal report They are often used to excel and aim to look igualitos report to Excel and have to be aware that Crystal report is not excel.
There are report of all kind sumistran report in sum-up and detailed info of the different area or operations but there are also report to print label letters envelopes. report tin contain a batch of info but how that info is understandable so really need it? There are monthly report of more than 100 page is mostly where activity are monitored.
There are report that some column may vary depending on some parameter entered or person to be executed you tin do several details and manipulate the display or hide every detail depending on the filter so that people see what they really need. If it does a good design which could be several reports, can be performed in one. This is possible to some extent consult and analyze first but it is good to have in mind.
Having a clear and comp conception of what you want is critical make a report and send per month determined that lack one or more fields and may even be that some fields were not necessity if a large company Begin the paperwork to request change and on additional cost the cost return time and plan well not a report.
In decision take time to plan well your report are not spending time investing so you get what you want and what you really need. Fill with dedication and forbearance format are the tool or usher to take you to analyze and determine each section of the report at the Lapp time make the graphic design of the report with one or more which volition ensure that the report may look like the want.
(This article was written by Sandra Franco, Consultant CRM implementation team in Andean Mind)
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by: ClientImprovement
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