Adding Custom Reports: Desktop

Jonathan Semones -

To use a custom report in Lucity Desktop, the report needs to be added to the system by the following steps.  This is true whether you made the report yourself or if we gave it to you.

Adding the Report to the Right Location

  • First the report must be placed inside the Lucity/Reports folder.
  • If you do not know where this is, open Lucity Desktop and go into the Lucity Module that you would like to add a report for.  
  • Click the Reports button reports.png.
  • The following pop-up will appear:

report_popup.png

  • Select a report from the list and then look in the Report File Path at the bottom of the pop-up to see where the report is stored.
  • Your custom report needs to be stored in the same folder.
  • Copy your .rpt file into that folder

Adding the Report to Lucity Desktop

  • In Lucity Desktop go into the Lucity Module that you would like to add a report for.  
  • Click the Reports button reports.png.
  • the reports dialog pop-up will appear.
  • Click Add.  The following pop-up will appear:

add_report.png

  • Click the ... button next to the Report File Path to browse to the location of the report.  Select the report and click the Open button.  This brings you back to the Add Report pop-up where the Report File Path has automatically been filled out.
  • Enter a Report Name and a Description of the reports purpose.
  • Report setup options are offered at the bottom to specify if the report should sort records based on the report instead of based on the order in Lucity, always use all records in the module, or should be added to the quick reports menu.
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