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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Figuring out which Cry...
Microsoft Dynamics SL (Archived)

Figuring out which Crystal Report I am running (SL 2015 cu3)

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Posted on by tb22030 7

In Flex Billing, I need to change a crystal report.  I can view the report in "Work Performed Detail Invoice" but nowhere on the screen does it tell me which .rpt file I am working with.  I have tried to go through many of them in the User folder as well as the BI folder and can't seem to match them up.

First question: Is there some way to show the actual crystal file?

Second: Is there a place to see the mapping of report to screen for all reports?

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  • Suggested answer
    Mark E Profile Picture
    Mark E 6,451 on at

    First, you need to know the Invoice Format Code from the Flex Billings Invoice & Adjustment Maintenance (BI.BAM.00) screen.  Then, open the Invoice Format Maintenance screen (BI.ISM.00), and enter the Invoice Format Code.  The Report ID field will be the Crystal Report, which an be found in either the Usr_Rpts folder (if modified), or in the BI folder (if standard).

  • tb22030 Profile Picture
    tb22030 7 on at

    that's what I thought, but neither (or I should say any as they have soooo many versions) are matching what I'm seeing on the screen.  Is there a link contained in a SQL table or view?

  • Coe-Ane Erasmus Profile Picture
    Coe-Ane Erasmus 455 on at

    What I have done before was to set the report to default to print to file  (PDF) through Dynamics printer settings, and to use the report number as the report name. After printing, the report name should indicate which report you want to view.

  • CFROTON Profile Picture
    CFROTON 4,710 on at

    Hello,

    You can also find the format name if it is different from the standard report in the Report control Maintenance screen off the administration module, BI010 has only one format, but you can create other formats to use, this is basically a customized report beyond what the Invoice format Maintenance screen would do.

    Best Regards,

    Jana MacDonald

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