Report Setup

Pre-requisites

To make reports from Eralis Job available in Eralis Anywhere, you need to copy the Crystal Report definitions into the following folder on the server: C:\Program Files (x86)\Eralis\Eralis Anywhere\App_Data\Reports  (Note: 'Reports' folder for SQL, 'ReportsHana' folder for HANA).

Note that reports created using the Enprise Report Writer are not supported. Crystal Reports can be found under C:\Program Files (x86) or Program Files\SAP\SAP Business One\Addons\Eralis Software\Eralis Job\Reports.

Adding New Reports

Under the main menu, navigate to the logged in user menu and choose Report Setup (e.g. Manager > Report Setup).

You can choose to either add a New Report Group or a New Report.

Report Groups

To add a new report group, click on the + New Report Group button

Type in a group name and description and choose Save Report Group.

Reports

To add a new report, click on the + New Report button

Add a report name, description and in the Report File field enter the report file name including the file extension. Then choose a report group for new report. Ensure the Active box is checked.

Click Save Report.

Report Access Levels.  These correspond to access levels that can be defined against a user.  If the report has no access levels defined, and the user has no access levels defined, then the report is available to the user.  If a report has any access levels defined, then only users with the same access levels can see the report in the list of available reports.  For example, if a report has levels A & B chosen, then users with either A or B access levels can see the report.