Last updated: 2025-12-02
PDF Reports - Report Setup
PDF Reports - Report Setup
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The link for this help topic is:
In this Topic ShowHide)
- Overview
- [Optional
Disclaimers Section](#MiniTOCBookMark5)
- Mandatory Disclaimers Section
- [Report
Options Section](#MiniTOCBookMark8)
Viewing the Current Report Options
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Overview
Users who have the Crystal/PDF Report Administrator user right (see
User Setup) can access the
setup page of a PDF report
to:
-
View the report's basic details.
-
Add or remove report disclaimers.
-
Manage report options
for use in report packages.
Accessing Report Setup
-
From the SmartOffice [side
menu](/help/pro/navigation/-/side/menu), select Setup > Report
Setup to open the PDF Report List.
-
Click the first-column hyperlink of a report (the report name,
by default) to open the report's setup page.
The following sections describe the available report setup settings.
Report Detail Section
The Report Detail section contains basic details about the report. For
most SmartOffice users, the information in the Report Detail section is
for informational purposes only and cannot be edited.
-
Report Category: The
report category indicates the SmartOffice module with which the PDF
report is associated. For a complete list of all available reports
and their categories, see [List
of PDF Reports](/help/pro/pdf/reports/-/list/of/pdf/reports).
-
Report Name: This is
the name that identifies the report throughout SmartOffice.
-
Report File Name: The
file name of a PDF report may be of interest to organizations who
host their own implementations of SmartOffice. For most SmartOffice
users, this information is not relevant to using PDF reports.
-
Cover Page Required:
If this option is selected, a cover page is always included when the
report is run (for more information about cover pages, see [Report
Options](/help/pro/pdf/reports/-/report/options)). If this option is not selected, the user can add a cover
page in one of two ways:
-
If the report prompts the user to select report options
when run, the user can select the Include
Cover Page option (see [Running
PDF Reports](/help/pro/pdf/reports/-/running/pdf/reports)).
-
In the Report Options section, the user can select the Include Cover Page option while
creating a report options record (see [Report
Options Section](/help/pro/pdf/reports/-/report/setup#Report_Options_Section)).
-
Run-Time Options: When
this option is selected, the [Report
Options section](/help/pro/pdf/reports/-/report/setup#Report_Options_Section) is visible, and the report can be configured with
various options when it is included in [report
packages](/help/pro/pdf/reports/-/report/packages) or when it is run.
-
Restrict Source of Data for
Investment Records To: This drop-down list is available only
for reports that pull in investment data. It enables the user to limit
the investment data in the report to a specific source, such as Electronic
Download, Manually Entered or Downloaded-Modifiable.
-
Restrict Source of Data for
Policy records To: This drop-down list is available only for
reports that pull in policy data. It enables the user to limit the
policy data in the report to a specific source, such as Electronic
Download, Manually Entered or Downloaded-Modifiable.
-
Click here to change the Report
Options at run-time: When this option is selected, the user
is prompted to change the report's [layout
and content options](/help/pro/pdf/reports/-/report/options) when the report is run (see [Running
PDF Reports](/help/pro/pdf/reports/-/running/pdf/reports)).
-
Click here to make this report
available for Package Reports: Select this option to make the
report available for inclusion in [report
packages](/help/pro/pdf/reports/-/report/packages) and bunch reports.
This option is visible only to SmartOffice administrators who are
signed in to the System office. Therefore, only those organizations
that host their own SmartOffice implementations can access this option.
-
Pie chart setting for run-time
options: This setting specifies whether the report presents
pie chart display options when the report is run (in addition to its
regular report options).
Optional
Disclaimers Section
Note: The Optional Disclaimers
section is not visible for all reports. For these reports, optional disclaimers
can be configured in the Report Options section.
Use the Optional Disclaimers section to select disclaimers for inclusion
on the cover, footer and/or last page of the report. For more information,
see Disclaimers.
Mandatory Disclaimers Section
Use the mandatory disclaimers section to add disclaimers that users
will not be able to modify or delete when they run the report. For more
information, see Disclaimers.
Permissions Section
Note: This section is visible
only to customers, such as enterprise customers, who have access
to the System office for their SmartOffice deployments.
The Permissions section lets the administrator specify which offices
have access to a particular PDF report.
In this section, use the drop-down list to specify whether the report
should be available in all offices, available in the offices listed or
excluded from the offices listed. Any change to this setting generates
an e-mail alert to the SmartOffice system administrator.
Note: If the user selects
an option other than Available in All Offices,
the system requires the user to select at least one office. If the user
does not do so, the option will revert to the Available
in All Offices setting.
To specify offices for inclusion or exclusion, click the Options
and select Add More
Offices. To remove offices from the list, tag them, and then click
and select Delete 'Reports Sharing' record.
In the offices themselves, the Shared Office Name column, which can
be added to PDF report lists, displays the names of the other offices
that have access to the report.
Report
Options Section
The Report Options section specifies the default [report
options](/help/pro/pdf/reports/-/report/options) that define the report's content and layout when the report
is included in a report package.
A system-default report options record is typically listed here. A user
who has the Crystal/PDF Report Administrator user right (see [User
Setup](/help/pro/pdf/reports/-/user/setup)) can create a "local" report options record to replace
the system default.
Note: Users who do not have
the Crystal/PDF Report Administrator user right can view report options
but cannot create or delete them.
Viewing the Current Report Options
In the Report Options section, click the first-column hyperlink (the
heading, by default) of the report options record. The report options
dialog box opens. For information about the options displayed, see Report Options.
Creating Report Options
Note: Not all reports offer
the ability to create report options.
Follow these steps to replace the system-default report options:
-
In the Report Options section, click the Options
and select New 'Report
Options' record to open the options dialog box.
-
Select the appropriate report options (for explanations of these
options, see Report Options).
Do not add report disclaimers at this stage. The new report options
must be saved before disclaimers can be added.
-
Click the OK button.
The new options are saved, replacing the system default report options
in the list.
-
To specify disclaimers, click the first-column hyperlink of
the new report options record to open it.
-
In the Optional Disclaimers section, add or delete disclaimers
(see Disclaimers for more
information).
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Click the OK button
to save the report options record.
Deleting Report Options
When local report options are deleted, SmartOffice restores the system
default report options.
-
In the Report Options section, tag the local report options.
-
and select Delete 'Report Options' record.
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