Support CenterCreating custom reports using Template.rpt
🔍 Creating custom reports using Template.rpt
This guide explains how to use Template.rpt inside Crystal Reports to create your own custom report.
⚠️ Before You Begin
Please note:
- Crystal Reports is a third-party software that we do not offer. It can be purchased separately.
- You will be working with Template.rpt located in UTSXX\Reports.
📊 Step-by-Step Guide
Step 1: Open Template.rpt in Crystal Reports
Use this when you need to start building your custom report.
While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports.
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 2: Add fields and create report conditions
Use this when you need to customize what shows in your report and when it runs.
Once you finish adding the fields and creating conditions, you are ready to save your custom version of the report.
Step 3: Save the report with a new name
Use this to ensure your changes are saved as your own custom report.
Save the report file as a name other than Template.rpt.
Then, follow the steps for adding a custom report.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup