Import Crystal Files

To import Crystal files from the Momentus Cloud: 

  1. If you use Cloud Remote Desktop to edit Crystal Reports, log into Remote Desktop.
  2. Open Crystal Reports.
  3. Modify the report as needed.
  4. Save and/or close the report file.
  5. Click the File option.
  6. Select Open. The Crystal folder displays.
  7. Right-click on the report file to import and select Copy.
  8. Paste it on your local computer desktop.
  9. Log into Momentus.
  10. Click the Report Master link from the Main Menu. The Report Master screen opens.
  11. Right-click on the report entry for the report to import.
  12. Select Tools -> Import/Replace Report. A prompt displays. 
  13. Click Yes on the prompt to confirm the import. The Open screen opens.
  14. Select the file from the location in step 8.
  15. Click the Open button. The report is imported into Momentus.

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Comments

3 comments

Date Votes
  • Amy E. Baggott

    Is there a way to display a Crystal Report as a dashboard gadget?  I have a Crystal Report set up to list Accounts that are missing data in one of my user-defined fields so I can put that data in, but I can't find a way to put it on my dashboard so I can see the results automatically.  This would be useful, as getting to these imported reports is not very intuitive (for instance, one would expect them to show up on the "Reports" menu tab, but they don't).

    0 upvotes

  • Kelly Potter

    Hi Amy,

    That's a great question. You cannot display a Crystal Report as a gadget, but you may want to look into customizing an EZ Writer Data Source with a similar SQL statement to your report and using this to display in an EZ Writer gadget on a dashboard. Check out the EZ Writer section of the Knowledge Base for more information. You may wish to enlist one of our helpful consultants to assist.

    0 upvotes

  • David Robertson

    Hi Amy,

    You should be able to add a link to that type of report on the dashboard.

    Once you have the report setup on the system, you can create a custom report or link,

    Then, on your dashboard you can add a gadget and select action buttons and add your Crystal report here.

    It will then run the crystal report when you click on the button on the dashboard.

    0 upvotes

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