Get Crystal Reports And Create Fillable Form

This guide provides detailed instructions on how to effectively fill out the Crystal Reports and Create Fillable Form online. It is designed to assist users at all levels in navigating the various components of the form, ensuring a smooth and efficient report creation process.

Follow the steps to fill out the Crystal Reports and Create Fillable Form online.

1. Click the ‘Get Form’ button to obtain the document and open it in the designated editor.
2. Once the Crystal Reports window is displayed, create a new document by pressing the New button.
3. In the Crystal Reports Gallery dialog box, select a Report Creation Wizard to guide you through the report creation process.
4. Choose the 'As a Blank Report' option to start with a clean slate.
5. Click the OK button to proceed.
6. In the Database Expert dialog box, search for and select the PeopleSoft query or PeopleSoft table that you intend to use for your report.
7. If necessary, create a new database connection by clicking the expand icon.
8. Use the ODBC (RDO) dialog box to connect to the needed data source.
9. Locate the PeopleSoft PeopleTools option using the vertical scrollbar.
10. Click on the HC90UPK5 list item to continue.
11. After selecting your data source, you will be prompted to log on to PeopleSoft. Enter your User ID and Password, ensuring they are case-sensitive.
12. Once logged in, modify the Database field if needed and click the Finish button to establish a connection.
13. Next, select the table you will use to retrieve data for the report; you can access various records depending on your security level.
14. Click the expand icon next to the relevant database folder to view available tables.
15. Select the PS_COMPENSATION table by double-clicking on it or clicking the Add button.
16. After adding the table, click the OK button to confirm your selection.
17. Review the layout of the Crystal Reports window, which consists of the Design page and Preview page.
18. On the Design page, identify the five major sections: Report Header, Page Header, Details, Report Footer, and Page Footer.
19. Arrange your report elements accordingly, placing information in the appropriate sections.
20. To insert fields, click the Field Explorer button and navigate through the Database Fields folder.
21. Use the options provided to insert desired fields into the Details section of your report.
22. After positioning your fields, click the Save button to preserve your progress.
23. Enter a file name for your report and click the Save button again.
24. To preview your report, click the Refresh button, which will retrieve data based on your template.
25. Examine the Preview page, which displays the finalized report format before taking further actions.
26. Once satisfied with the report, consider your options to save, download, print, or share the document as needed.

Start completing your Crystal Reports and Create Fillable Form online today for a seamless reporting experience.