Adding a report to the Report Manager

After you create a report design using Crystal Reports, Microsoft SQL Server Report Services (SSRS), or another report designer, you need to add it to Report Manager to make it available to Sage Estimating.

To add an estimate report:

1. Open the Estimating Management Console.

2. On the toolbar, click [Report Manager].

3. Click New Report, and then select Crystal Report, SSRS, or External, depending on the type of report you are creating.

4. In the New Report window:
   1. In the Report box, type the name to use for the new estimate report in the Estimating Management Console.

   2. From the File Name box, browse to and then select the new report design file (.RPT) to associate with the estimate report.

      (If you are following the instructions in Creating a simple estimate report (Crystal Reports), this is the file you saved in Step 5: Save the Crystal report.)

   3. For the Sequence option, select one of the following alternatives:

      • To print the report using the estimate's current sequence, select Current.

      • To print the report using a different sequence:

        1. Select Custom.
        2. Click the browse button .
        3. In the Edit Grouping Hierarchy window that appears, from the Available Fields list, select fields that represent the information you want to appear on the report, clicking the right arrow key to add each one as a report element on the right-hand pane. Then use the and buttons to specify the order you want the information to appear on the report.

        4. Click [OK].

   4. Click [OK].

      Report Manager creates a copy of the report design file and stores it in the custom report database. When you edit the report design, Report Manager generates a copy in your local computer's Reports folder.

5. Select report options for your estimate report using the Options check boxes.

6. In the Reports Catalog, right-click the report, and then click Check in.