Add Report enables you to add a new Crystal report to DMS.  Usually, it is easier to copy an existing base report and modify the copy rather than creating a new report from scratch.

To add a report select the File | Add Report or click on the Add Report icon . You will be prompted to select a report from the DMS\Reports folder as in the example below:

Note: It is suggested that all new reports should be copied to the Dynafact\DMS\Reports folder.

Double click on the report you want to add or highlight the report and click the Open button and you will be prompted with the following screen:

Enter the following information:

1. Report Author  The current user's name appears in the Report author prompt.  You can change the author's name as required.
2. Report Name Enter the name of the report.  The name entered here is the name that appears on the list of reports to select.  The name must be unique; duplicate names are not allowed.
3. Report Category  Enter the report category that this report will be included under.
4. Report Centric  A report centric must be entered and is how the report will be based.  That is, will it be based on Jobs/Operations, or Job Status, etc.  The report centric must be one of the following:
1. Jobs/Operations to indicate the report will be based on jobs and operations
2. Resource Capacities to indicate that the report will be based on resource capacities
3. Job Status to indicate that the report will be based on job status reports (i.e. job transaction used to update jobs)
4. Employee  to indicate that the report will be based on employees
5. Data required by this report  The data required must meet the exact specifications of the report.  Select only the data required by the report as data selected that is not required may cause an error when the report is printed.  The data required must match the selected tables used in Crystal Reports when the report was defined using the Crystal Database Expert.
6. Select External Database Tables  If external database displays have been defined in DMS, you can report on the data in the defined displays.  (The Build DDF must be run after you have defined any external database displays.)  If external database displays have been defined, the names of the external database displays are listed enabling you to check one or more external database displays tables.  If one or more tables are selected, they are listed in this prompt.
7. Base report (Allow copies only)  Select this check box if the report will be a base report where only copies can be made.
8. Notes  Optional notes can be added to the report.  These notes only appear on the Edit tab of DMS Report Viewer and are used as notes about the report.
9. Click the Save button to save the report or Cancel to cancel the report.