How to Add a Report

Click the Accounts tab. Then click Reports.Click the Accounts tab. Then click Reports.

Select a folder to add your report to. To open a folder, click the plus sign or the name of the folder.Select a folder to add your report to. To open a folder, click the plus sign or the name of the folder.

To highlight the folder, place your mouse to the right of the folder name. Click the highlighted bar and select Add Document.To highlight the folder, place your mouse to the right of the folder name. Click the highlighted bar and select Add Document.

Click Browse and choose a file from your desktop.Click Browse and choose a file from your desktop.

Enter a document name.Enter a document name.

Click Upload.Click Upload.

How to Share Your Reports

Click the Accounts tab. Then click Users.Click the Accounts tab. Then click Users.

Place your mouse to the right of the top-most usergroup folder. Click the highlighted bar and select Add Group.Place your mouse to the right of the top-most usergroup folder. Click the highlighted bar and select Add Group.

Type a new group name.Type a new group name.

Place your mouse to the right of the group name. Click the highlighted bar and select Group Permissions.Place your mouse to the right of the group name. Click the highlighted bar and select Group Permissions.

To provide access to all your reports, click All Inherited.To provide access to all your reports, click All Inherited.

Click Save.Click Save.

Place your mouse to the right of the group name. Click the highlighted bar and select Add User.Place your mouse to the right of the group name. Click the highlighted bar and select Add User.

Type an email address and name.Type an email address and name.

Click SaveClick Save. An invitation with a user ID and temporary password is sent to the email address you provided.

How to Refresh a Report from Saved Data

Click Desktop Publisher. Download the file and extract the files in it to your desktop. To install Desktop Publisher, double-click Publish_to_crystalreports_com.msi and follow the instructions.Click Desktop Publisher. Download the file and extract the files in it to your desktop. To install Desktop Publisher, double-click Publish_to_crystalreports_com.msi and follow the instructions.

After installing Desktop Publisher, click the Start button, then click Programs, then click crystalreports.com, and then click Publish to crystalreports.com.

Click New Document.Click New Document.

Type a Task Name.Type a Task Name.

Choose the File Path to the source report file on your desktop.Choose the File Path to the source report file on your desktop.

Type your email address and password for crystalreports.com.Type your email address and password for crystalreports.com.

To choose the destination path for your file, browse to a folder on crystalreports.com and click an existing file or type a new file name. Click OK.To choose the destination path for your file, browse to a folder on crystalreports.com and click an existing file or type a new file name. Click OK.

Type the username and password for your local computer. This account needs to have administrator rights.Type the username and password for your local computer. This account needs to have administrator rights.

To refresh and upload the report immediately, click Run Now. To schedule the report to refresh and upload in the future, click Edit. You may be prompted to log in to your database if it has its own security. To upload the report without refreshing it, select Do not refresh the report before uploading.To refresh and upload the report immediately, click Run Now. To schedule the report to refresh and upload in the future, click Edit. You may be prompted to log in to your database if it has its own security. To upload the report without refreshing it, select Do not refresh the report before uploading.