Professional Documents
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Setup
Table of Contents 2
Table of Contents
To add tables to a report you will need to select the Make New Connection option under the OLE DB Section
and choose the Add button.
Next, choose the Microsoft OLE DB Provider for SQL Server and choose Next.
Crystal Reports Setup 4
Database Connection
Enter the name of the SQL Server in the server name field and then enter a valid login into the Client Profiles
server for the User name and Password fields.
You will then have a list of tables and views from the database to select from. Select the appropriate tables
and then go through the report creation process. Please note: A database diagram of all of the available
tables is available by contacting the Client Profiles’ technical support department.
Crystal Reports Setup 5
Adding Parameters (Case Specific)
Enter Case_sk for the name of the Parameter and use the same name for the Prompting text.
Select OK.
Select OK again.
Crystal Reports Setup 7
Adding Parameters (Case Specific)
Select New.
Enter the name for the Parameter and use the same name for the Prompting text. Please note: The name
used here will be used when linking the report to Client Profiles.
Enter the appropriate selection for the Value Type based on the entries that you are filtering.
Select OK.
Select OK again.
Crystal Reports Setup 10
Adding Parameters (Not Case Specific)
Select New.
The Reports entry should be set to something like \\Server\CPShare\CPWin\Reports where Server is the
name of the server where the CPShare directory is stored.
Next, either through My Computer or Windows Explorer, verify that the Reports directory exists. If not create
a new folder under the CPWin directory named Reports. Also, you will need to add two folders inside of the
Reports directory. (CM for Case Management reports and ACCT for Financial Management reports)
Client Profiles Setup 12
Crystal Reports Setup
To add a report, first save the report created under the CPWin\Reports directory making sure the option in
Crystal Reports for Save Data with Report is not checked. Please note for Case Management Reports save
the file under CPWin\Reports\CM and for Financial Management Reports save the file under
CPWin\Reports\ACCT.
Within each of these sections will be categories that reports can be classified under. Please note: other
categories can be added by going under Administration\System Setup\Pick Lists and adding new entries
under the RPTCM - Case Mgmt. Report Categories and RPTFM - Fin. Mgmt. Report Categories.
Report ID: This field is generated automatically by Client Profiles after a new report is added.
Crystal Reports Version: Select the version of Crystal Reports used to write the report.
Maincategory: Select the appropriate category from either the Case Management or Financial Management
sections.
Full Path: Once the file is saved under the Reports directory and the file name is entered you will see the
green light icon and the full path to the report file. Please note: If you see a red light icon and a message
that the report does not exist verify that the file name is entered correctly and that the file has been saved in
the proper directory.
Report is for an Individual Case: This box is used for reports that pull information for only one case and will
be run from the Summary screen of the case.
Parameters to be passed into the report: Please note: Please see Client Profiles\Adding Parameters below
for instructions for adding parameters.
Client Profiles Setup 14
Adding Parameters (Not Case Specific)
There are different parameters that can be added to a report to filter down the list of entries that the report
returns. Client Profiles provides different search tools that can be used in conjunction with the Crystal
Report parameters.
To add a parameter select the Add Parameter button and enter the name of the parameter as it is setup on
the Crystal Report.
Next, add one of the following functions which can be used to perform the lookups:
uf_lookup_user(Multi,wintitle)
This lookup function will allow the user to select one or many of the active firm users.
Parameters:
Multi - select one or many..'S' or 'M'
wintitle - window title for the user selection window
uf_lookup_cardfile(Multi,wintitle)
This lookup function will allow the user to select one or many cardfile entries.
Parameters:
Multi - select one or many..'S' or 'M'
wintitle - window title for the cardfile selection window
uf_lookup_group_item(groupcode,Multi,wintitle)
This lookup function will allow the user to select one or many cardfile entries.
Parameters:
Groupcode - Default group code selection..can be left blank
Multi - select one or many..'S' or 'M'
wintitle - window title for the cardfile selection window
uf_lookup_case(Multi)
This lookup function will allow the user to use the standard case search to select cases.
Parameters:
Multi - select one or many..'S' or 'M'
Example Call: uf_lookup_case(M)
Client Profiles Setup 15
Adding Parameters (Not Case Specific)
uf_lookup_lawtype(Multi,includeQuotes)
Parameters:
Multi - select one or many..'S' or 'M'
IncludeQuotes - 'Y' or 'N' - Optional - determines if single quotes are put around each value
uf_lookup_office(Multi)
This lookup function will allow the user to select from a list of the firm offices.
Parameters:
Multi - select one or many..'S' or 'M'
uf_get_string(wintitle)
Parameters:
wintitle - window title for the string entry window
uf_get_date(wintitle)
Parameters:
wintitle - window title for the date selection window
Select the Report from the list and choose View Report.
Client Profiles Setup 17
Running Crystal Reports Inside of a Case
From the Summary Screen of the case select the Crystal Reports icon.
Select the correct report and choose View Report. Please note: Only reports that have “Report is
for an Individual Case” checked in the setup will show on this list.