Custom Reports & Menu

Hello All, How can i develop and design custom reports and can add in the menu like Reports>>Custom which is disabled at the moment. Detail Reponse will me highly appreciated.

Reply to
Junaid Idrees
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Junaid :

Once you add a report, with a name that starts with "Custom -", to the reports directory, the Custom menu item will become available.

The reason you don't see it now is because you (probably) don't have any "Custom" reports.

BTW, the easiest way to create a custom report is to start with an existing report and modify it... Just be sure to change the name to something that starts with "Custom -" when you save it

ew

"Junaid Idrees" wrote:

Reply to
EricJRW

Junaid :

Once you add a report, with a name that starts with "Custom -", to the reports directory, the Custom menu item will become available.

The reason you don't see it now is because you (probably) don't have any "Custom" reports.

BTW, the easiest way to create a custom report is to start with an existing report and modify it... Just be sure to change the name to something that starts with "Custom -" when you save it

ew

"Junaid Idrees" wrote:

Reply to
Jeff

Eric & Jeff, Thank u so much both of u.As u guys told i have done it.I m bit confused in Reports extension it is "qrp".How can i design my own custom reports and can save in "qrp" format.Can i use Crystal Report for developing my own reports?If i can so how will it be added in Custom Menu & How can i assign qrp to the report.It is an urgent requirement from my client and i have to develop many custom reports.

Regards Junaid-

"Jeff" wrote:

Reply to
Junaid
Reply to
Jeff

Thank you for the clarification Jeff...

I did not know that...

The report I dl'd from the link you (you are the same Jeff, right?) provided was "Custom - Detailed Sales Report by Hour.qrp", so I did not know and additional layer of naming convention existed - It is a very good idea though.

Thanks again,

Eric

While Eric is correct, we recommend you name the reports a little differently to be better organized.

Using RMS menu as a guide, we recommend you use the following structure;

Custom - Customer - Custom - Sales - Custom - Items -

That way the reports are sorted and grouped in the Custom menu similar to the way the standard RMS reports are.

One more thing, the spaces are required before and after the -.

Reply to
EricJRW

Thank you for the clarification Jeff...

I did not know that...

The report I dl'd from the link you (you are the same Jeff, right?) provided was "Custom - Detailed Sales Report by Hour.qrp", so I did not know and additional layer of naming convention existed - It is a very good idea though.

Thanks again,

Eric

While Eric is correct, we recommend you name the reports a little differently to be better organized.

Using RMS menu as a guide, we recommend you use the following structure;

Custom - Customer - Custom - Sales - Custom - Items -

That way the reports are sorted and grouped in the Custom menu similar to the way the standard RMS reports are.

One more thing, the spaces are required before and after the -.

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Once you add a report, with a name that starts with "Custom -", to the reports directory, the Custom menu item will become available.

The reason you don't see it now is because you (probably) don't have any "Custom" reports.

BTW, the easiest way to create a custom report is to start with an existing report and modify it... Just be sure to change the name to something that starts with "Custom -" when you save it

ew

"Junaid Idrees" wrote:

Reply to
Jeff

Jeff,

Thank for your assistance.At least i can start now making my custom reports after your response :) . i will be in touch wid u.

Regards Junaid-

"Jeff" wrote:

Reply to
Junaid

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