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Managing custom Crystal reports

In Ajera, you can inactivate or delete custom reports created in Crystal Reports, which have an extension of .rpt. You cannot add custom Crystal reports.

If you have custom reports or invoice formats in Crystal Reports, contact your Ajera consultant.


To inactivate or delete custom reports created in Crystal Reports:

  1. From the Reports menu, click Manage Custom Reports.
  2. Click the custom Crystal report you want to inactivate and clear the Active check box.
  3. Click Save.

The report is inactive and no longer appears on the Reports menu. It remains in the Manage Custom Reports window if you want to activate it later.

Note: If you created report views from the report you want to make inactive, you must first delete those report views.
  1. To remove the report from the Manage Custom Reports window, go to the \Ajera\Program\Custom Reports folder on the network drive where Ajera is installed and remove or delete the .rpt file.

 

 

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