User Settings
User setting may be modified by the individual user without any special permission.
Ask Me When I Print the Report : When selected, the user setting screen will open when the “Print” button is selected. User will decided at the time of the report generation, if they
want to view the report on the screen, print to a printer, e-mail, or save the report to a file.
Print by Default : When selected, the report will be automatically highlighted when the report list screen opens.
Print to Window : Prints the report to the Crystal report view on the screen. From the report view, it may be exported to a file, e-mailed, or printed.
Export to iPad : This option will export the report directly to the iPad after the report has been generated (requires FOS Mobile subscription).
Print to Printer: Report will print to the specified printer either in the “Use Printer Set in Report” option or the printer chosen within the list of available printers.
Use Printer Set in Report: Crystal will use the Windows default printer to generate the report and the report will print to this location if the “Print to Printer” option is chosen.
Hide Report: This option hides the report from the individual user.
Locked : This allows the user to lock the settings in the report. If the “Set User Settings for All Reports” was clicked, this particular report would not have the settings changed.
Printer : Drop down list allows you to choose which printer will be used to print this particular report. Any printer available to Windows should be in this list.
Copies : Specify a default number of copies to be printed. There is also a “Collate” feature next to this option.
Printer Setup : Access the printer setup for the specified printer.
Orientation & File Type:
Orientation: The user has the option to set the orientation of the report by using the default orientation, or portrait or landscape.
File Type: The user may also have this file run as a report file or as an executable.
E-Mail Section:
The “Export to E-Mail” section gives users the option to export the file to a particular address by checking the box(es) next to “E-Mail To, Cc, or Bcc" or by checking a box next to the data defined e-mail address.
Subject Line: A subject line which will be added to the e-mail as it is sent.
Selecting one of the data defined boxes next to a specific label will pull the e-mail address from that data record when sending the e-mail. This alleviates the user from having to enter the addresses already in a specific record.
The Requester/Quoted For, Requester Planner, Pax, and Pax Planner: These fields will all be pulled from the records in the Client/Passenger database. For the Planners, ensure the correct planner has been chosen for the requester or passenger in a specific trip so the report is e-mailed to the correct person.
Trip/Quote: If selected, the e-mail will be sent to the address set in the trip or quote rather than using the e-mail in the requester or planner record.
You may also send a report to the e-mail address set in the aircraft record, the pilots’ record or choose the “Crew” option to send the e-mail to the entire crew. There are other options to send the e-mail to the various services selected as well. The user may also want to confirm the addresses to which the report is being sent by checking the “Confirm” box.
Export to File:
Export to File Section: A file to be exported to a file. Ensure a valid file path exists to prevent errors while running the report.
File Name : Select checkmark and enter a path. The path must end with the name of the document you wish to create and an appropriate file extension.
Create Document : If selected, the document will not only be created at the location specified but will be attached to the trip or quote under the “Documents” tab as well.
Convert to Docx: Allows you to convert a document to the Microsoft DOCX format.
Export Format Section:
This section allows you to select formats in which reports may be exported. All reports may use any type of selected export format. However, the report may not be designed to display
properly in a certain format. For example, if some reports are exported into Excel, columns and headers may not line up properly. If a report that exports to a specific format is desired, ensure that this is discussed with the report designer as part of the design details. Some of the report formats may be exported into the body of the e-mail. When this is possible, the “E-Mail Attachment” box will be highlighted to allow you to choose that option.
Please note: The “Data Only” and “Word-Edit” options are only available with Crystal 2008.
Set User Settings Section
Apply these settings with caution!
Set User Settings for All Reports : This makes any of the user settings that have been
chosen apply to all reports for the specific user choosing this option.
Set User Settings for All Users : This is only available to users that are able to set up
reports. It applies the user settings to this report system-wide. In other words, all users will
inherit the same settings for this particular report that the user has made.
Set User Settings for All Reports for All Users : This option takes the settings from this
user and this report and applies it to every report for every user.
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