Tutorials

The following are short tutorials for getting up to speed on several common report viewing processes. 

Viewing a Report

  1. Open Logicity Solution Builder.
  2. Click the NEW button.  This starts the process of creating a new solution.
  3. Click the ADD ACTION button.  This starts the Logicity Solution Builder Wizard.
  4. Logicity Solution Builder Wizard
  5. Display Name Screen - Enter a “Display Name” & click the NEXT button.
  6. File Name Screen - Click the BROWSE button and find the Crystal Report you want to run.  Click the NEXT button
  7. Database Info Screen – If there is a database login, enter that information.  Click NEXT button to continue.
  8. Parameters Screen – If there are parameters on this report, check “Specified” and then select the parameters that you want to be automatically entered.  When ready to continue, click the NEXT button.
  9. Action Screen
    1. Free Version - Select VIEW from the drop-down screen.  Click the NEXT button.
    2. Professional Version – Select VIEW from the drop-down menu.  Uncheck any controls that you do not want to be active on Logicity Desktop.  Click the NEXT button.
  10. Logging Screen
    1. Free Version – Click the FINISH button.
    2. Professional Version – If you want to log user activity, check the “Enable Logging” box and complete the rest of the required information.  Click the FINISH button.
  11. Click the SAVE button and enter a filename.

MANUAL - Double click the RRD file in order to run the solution and view the report.

SCHEDULED - If you want to schedule the report to run automatically, click the SCHEDULE button.  This will open the Schedule Solution window.  Select the frequency from the drop-down list and then select the time and day you want the task to start.


E-Mailing a Report

  1. Open Logicity Solution Builder.
  2. Click the NEW button.  This starts the process of creating a new solution.
  3. Click the ADD ACTION button.  This starts the Logicity Solution Builder Wizard.
  4. Logicity Solution Builder Wizard
  5. Display Name Screen - Enter a “Display Name” & click the NEXT button.
  6. File Name Screen - Click the BROWSE button and find the Crystal Report you want to run.  Click the NEXT button
  7. Database Info Screen – If there is a database login, enter that information.  Click NEXT button to continue.
  8. Parameters Screen – If there are parameter on this report, check “Specified” and then select the parameters that you want to automatically entered.  When ready to continue, click the NEXT button.
  9. Action Screen - Select E-MAIL from the drop-down screen.  Complete all of the e-mail configuration fields, including the “From”, “Recipients”, “Subject”, “Attachment Type”, and “Body” fields.  Click the NEXT button.
  10. Logging Screen
    1. Free Version – Click the FINISH button.
    2. Professional Version – If you want to log user activity, check the “Enable Logging” box and complete the rest of the required information.  Click the FINISH button.
  11. Click the SAVE button and enter a filename.

MANUAL - Double click the RRD file in order to run the solution and e-mail the report.

SCHEDULED - If you want to schedule the report to run automatically, click the SCHEDULE button.  This will open the Schedule Solution window.  Select the frequency from the drop-down list and then select the time and day you want the task to start.

NOTE:  All e-mail addresses should be separated by commas, with no spaces.
TIP:  If you want the display name instead of the e-mail address to show up for the “E-mail From” address, you can do something like the following:

Reports <yourname@yourcompany.com>

When it arrives through the e-mail client, it will just say it is from 'Reports'

 

Print a Report

  1. Open Logicity Solution Builder.
  2. Click the NEW button.  This starts the process of creating a new solution.
  3. Click the ADD ACTION button.  This starts the Logicity Solution Builder Wizard.
  4. Logicity Solution Builder Wizard
  5. Display Name Screen - Enter a “Display Name” & click the NEXT button.
  6. File Name Screen - Click the BROWSE button and find the Crystal Report you want to run.  Click the NEXT button
  7. Database Info Screen – If there is a database login, enter that information.  Click NEXT button to continue.
  8. Parameters Screen – If there are parameter on this report, check “Specified” and then select the parameters that you want to automatically entered.  When ready to continue, click the NEXT button.
  9. Action Screen - Select PRINT from the drop-down screen.  Click to select to print to the printer specified in the report, or to another printer. Click the NEXT button.
  10. Logging Screen
    1. Free Version – Click the FINISH button.
    2. Professional Version – If you want to log user activity, check the “Enable Logging” box and complete the rest of the required information.  Click the FINISH button.
  11. Click the SAVE button and enter a filename.

MANUAL - Double click the RRD file in order to run the solution and print the report.

SCHEDULED - If you want to schedule the report to run automatically, click the SCHEDULE button.  This will open the Schedule Solution window.  Select the frequency from the drop-down list and then select the time and day you want the task to start.

Save a Report

  1. Open Logicity Solution Builder.
  2. Click the NEW button.  This starts the process of creating a new solution.
  3. Click the ADD ACTION button.  This starts the Logicity Solution Builder Wizard.
  4. Logicity Solution Builder Wizard
  5. Display Name Screen - Enter a “Display Name” & click the NEXT button.
  6. File Name Screen - Click the BROWSE button and find the Crystal Report you want to run.  Click the NEXT button
  7. Database Info Screen – If there is a database login, enter that information.  Click NEXT button to continue.
  8. Parameters Screen – If there are parameter on this report, check “Specified” and then select the parameters that you want to automatically entered.  When ready to continue, click the NEXT button.
  9. Action Screen - Select SAVE from the drop-down screen.  Select the file format from the drop-down menu, enter a destination directory, and enter a filename.   If you are using the Professional version and if you do not want to overwrite the file each time it runs, right click in the “File Name” screen to add a variable that will be used in the filename. Click the NEXT button.
  10. Logging Screen
    1. Free Version – Click the FINISH button.
    2. Professional Version – If you want to log user activity, check the “Enable Logging” box and complete the rest of the required information.  Click the FINISH button.
  11. Click the SAVE button and enter a filename.

MANUAL - Double click the RRD file in order to run the solution and save the report.

SCHEDULED - If you want to schedule the report to run automatically, click the SCHEDULE button.  This will open the Schedule Solution window.  Select the frequency from the drop-down list and then select the time and day you want the task to start.

Logicity Logo White 300

132 Main St., Wadsworth, OH 44281 USA
855.758.0100
sales@logicitysuite.com

Logicity for ERP

Logicity for Infor VISUAL ERP
Logicity Auto Invoicing
Logicity for Epicor ERP

Copyright © 2008-2016 SaberLogic LLC  |  Privacy Policy  |  Terms & Conditions  |  Site Map