Editing the fields and style of a report format

If you have purchased and installed Crystal Reports Professional Edition, you can edit the fields and style of the report formats you work with.

About this task

Rational® ClearQuest® software includes predefined reports and report formats. To edit an existing report format or to create your own, you must purchase and install Crystal Reports Professional Edition. For more information, visit http://www.businessobjects.com/products/reporting/crystalreports/.

To edit the fields or style of a report format:

Procedure

Locate the report format in the workspace and double-click it.
In the Edit Report Format window, add or remove fields from the report format.
- To add a field, double-click the field in the Select fields Available for Report list.
- To remove a field, double-click the field in the Fields in Report list.
The field appears in or is removed from the Fields in Report list.
Click Author Report. The Crystal Reports Professional Edition application starts.
If any fields included in your report format have changed, you must update Crystal Reports accordingly. For example, the format of a date or time field may have changed. If you fail to synchronize field information between Rational ClearQuest and Crystal Reports, fields can be overwritten.
Edit the report format:
- To add a field, drag the field from the Field Explorer window to the Crystal Reports Design page. You can move and resize fields in any of the design areas.
- To remove a field, select it on the Design page and press Delete.
- To make other changes, see the Crystal Reports online help and documentation.
When you are finished, click File > Exit (Do not click File > Save As.) 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 may want to rename the report format if the current name does not 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.