Creating report formats
You can create your own report formats.
About this task
To create a report format:
Procedure
- Click .
- In the Choose Record Type window, select a record type and click OK.
- In the Edit Report Format window, enter a name for the report format in the Report Format Name field.
- From the Select Fields Available for Report list, select fields to make available in a report based on this format and add the fields to the Fields in Report list. Do this by double-clicking a field in the Select Fields Available for Report list.
- Click Author Report. The Crystal Reports Professional Edition application starts.
- In the Field Explorer window, expand Database Field and then expand the Rational ClearQuestentry to view available fields.
- Drag the fields to include in your report format from the Field Explorer window to an area on the Crystal Reports Design page. You can move and resize fields in any of the design areas.
- If the check box is selected, clear it.
- When you are finished, click Close.
- Click . (Do not click .) Crystal Reports prompts you to save the temporary .rpt file.
- Click Yes. The Crystal Reports application exits, and the Rational ClearQuest Edit Report Format window is active.
- Click OK. You are prompted to save your changes to the database.
- Click OK.
Results
The report format is selected in your Personal Queries folder. You can keep the default name, but you might prefer to rename it to reflect the type of reports that you can generate with it.
Only Rational ClearQuest administrators or someone with the Super User privilege or the Public Folder Administrator privilege can place report formats in the Public Queries folder.