Support Center

<- Back to Main Page

How do I create custom reports using Template.rpt in SureFire?

---

📊 Step-by-Step Guide

Use this when you need to create a custom report based on Template.rpt, then add it to SureFire.

Step 1: Open Template.rpt in Crystal Reports

While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports.

Step 2: Understand what Template.rpt includes

Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run.

Step 3: Add fields and create conditions

Once you finish adding the fields and creating conditions, save the report file as a name other than Template.rpt.

Step 4: Copy the custom report file to the correct Reports folder

Copy the custom report file to your UTSYY\Reports subdirectory (where YY is the year of the taxprogram).

Step 5: Log in to SureFire as Admin

Log in to SureFire as the Admin user.

Step 6: Open the Reports List

Click the Reports menu select Reports List.

Step 7: Add the new custom report(s)

SureFire displays a message informing you that new custom report(s) were found in the SureFire reports directory.

Click Yes to add the report to SureFire.

Step 8: Enter the report title and select tax package(s)

For each new report that you add to SureFire, you must specify a report title and at least one tax package in which the report will be available.

Complete the following fields for each report you add.

Step 8a: Enter a title

Enter a title for the report in the Enter Report Title field.

Step 8b: Choose tax package availability

Select which tax package(s) you want the report to be available in. If you wish for the report to be available in all tax packages, select the Select All check box.

Step 9: Save

Click Save.

Tags: install,setup