Case Management by Client Profiles

Crystal Reports Setup for

Client Profiles for Windows

T E C H N O LO GY F O R T H E B U S I N E S S O F L AW
Table of Contents 2

Table of Contents

Crystal Reports Setup ..................................................................................................................... 3

Database Connection .................................................................................................................. 3

Adding Parameters (Case Specific) ............................................................................................ 5

Adding Parameters (Not Case Specific) ..................................................................................... 8

Client Profiles Setup ..................................................................................................................... 11

File Locations............................................................................................................................ 11

Crystal Reports Setup ............................................................................................................... 11

Adding Parameters (Not Case Specific) ................................................................................... 11

Running Crystal Reports Outside of a Case ............................................................................. 11

Running Crystal Reports Inside of a Case ................................................................................ 11

Crystal Reports Setup for CPWin

Crystal Reports Setup 3
Database Connection

Crystal Reports Setup

Database Connection
Please note: This section gives an overview of steps necessary to create a Crystal report that will link
with Client Profiles. Please refer to the Crystal Reports help section for more detailed instructions on
creating reports.

1. To add tables to a report you will need to select the Make New Connection option under the OLE DB
Section and choose the Add button.

2. Next, choose the Microsoft OLE DB Provider for SQL Server and choose Next.

Crystal Reports Setup for CPWin

Crystal Reports Setup 4
Database Connection

3. Enter the name of the SQL Server in the server name field and then enter a valid login into the Client
Profiles server for the User name and Password fields.

4. Next, enter CPSQL for the database on the server field.

5. Choose to Test the connection and select okay.

6. You will then have a list of tables and views from the database to select from. Select the appropriate
tables and then go through the report creation process. Please note: A database diagram of all of the
available tables is available by contacting the Client Profiles’ technical support department.

Crystal Reports Setup for CPWin

Crystal Reports Setup 5
Adding Parameters (Case Specific)

Adding Parameters (Case Specific)

Please note: Case Specific reports are reports that will pull information for a single case and will be run
from the Summary Screen of the case.

1. Go to the Field Explorer box and choose to Add a New Parameter.

2. Enter Case_sk for the name of the Parameter and use the same name for the Prompting text.

3. Enter Number for the Value Type.

4. Select the Set default values button.

Crystal Reports Setup for CPWin

Crystal Reports Setup 6
Adding Parameters (Case Specific)

5. Select cases for the Browse table field.

6. Select case_sk for the Browse field.

7. Select OK.

8. Select OK again.

Crystal Reports Setup for CPWin

Crystal Reports Setup 7
Adding Parameters (Case Specific)

9. Select the Select Expert from the Reports menu.

10. Select New.

11. Select the case_sk field from the cases table.

12. Choose is equal to from the drop down list.

13. Choose the parameter {?case_sk}.

Crystal Reports Setup for CPWin

Crystal Reports Setup 8
Adding Parameters (Not Case Specific)

Adding Parameters (Not Case Specific)

Please note: Parameters in Crystal Reports can be used in conjunction with search tools in Client
Profiles to easily retrieve desired results.

1. Go to the Field Explorer box and choose to Add a New Parameter.

2. Enter the name for the Parameter and use the same name for the Prompting text. Please note: The
name used here will be used when linking the report to Client Profiles.

3. Enter the appropriate selection for the Value Type based on the entries that you are filtering.

4. Place a check in the Allow multiple values checkbox.

5. Select the Default Values button.

Crystal Reports Setup for CPWin

Crystal Reports Setup 9
Adding Parameters (Not Case Specific)

6. Select the appropriate table in the Browse table field.

7. Select the appropriate column for the Browse field.

8. Select OK.

9. Select OK again.

Crystal Reports Setup for CPWin

Crystal Reports Setup 10
Adding Parameters (Not Case Specific)

14. Select the Select Expert from the Reports menu.

15. Select New.

16. Select the desired column from the appropriate table.

17. Choose is equal to from the drop down list.

18. Choose the parameter that was setup previously.

Crystal Reports Setup for CPWin

Client Profiles Setup 11
File Locations

Client Profiles Setup

File Locations

1. From within Client Profiles go to Administration\System Setup\File Locations.

2. The Reports entry should be set to something like P:\CPWin\Reports.

3. Next, either through My Computer or Windows Explorer, verify that the Reports directory exists. If
not create a new folder under the CPWin directory named Reports. Also, you will need to add two
folders inside of the Reports directory. (CM for Case Management reports and ACCT for Financial
Management reports)

Crystal Reports Setup for CPWin

Client Profiles Setup 12
Crystal Reports Setup

Crystal Reports Setup

1. Go into Administration\System Setup\Crystal Reports Setup.

2. To add a report, first save the report created under the CPWin\Reports directory making sure the
option in Crystal Reports for Save Data with Report is not checked. Please note for Case
Management Reports save the file under CPWin\Reports\CM and for Financial Management Reports
save the file under CPWin\Reports\ACCT.

Within each of these sections will be categories that reports can be classified under. Please note:
other categories can be added by going under Administration\System Setup\Pick Lists and adding
new entries under the RPTCM - Case Mgmt. Report Categories and RPTFM - Fin. Mgmt. Report
Categories.

3. Select a category and choose the New button.

Crystal Reports Setup for CPWin

Client Profiles Setup 13
Crystal Reports Setup

1. Report ID: This field is generated automatically by Client Profiles after a new report is added.

2. Crystal Reports Version: Select the version of Crystal Reports used to write the report.

3. Report Type: Select either Case Management or Financial Management.

4. Maincategory: Select the appropriate category from either the Case Management or Financial
Management sections.

5. Filename: Enter the file name of the report.

6. Full Path: Once the file is saved under the Reports directory and the file name is entered you will see
the green light icon and the full path to the report file. Please note: If you see a red light icon and a
message that the report does not exist verify that the file name is entered correctly and that the file
has been saved in the proper directory.

7. Report Description: Enter a description of the report.

8. Default Title: Enter the title of the report.

9. Report is for an Individual Case: This box is used for reports that pull information for only one case
and will be run from the Summary screen of the case.

10. Parameters to be passed into the report: Please note: Please see Client Profiles\Adding Parameters
below for instructions for adding parameters.

Crystal Reports Setup for CPWin

Client Profiles Setup 14
Adding Parameters (Not Case Specific)

Adding Parameters (Not Case Specific)

There are different parameters that can be added to a report to filter down the list of entries that the report
returns. Client Profiles provides different search tools that can be used in conjunction with the Crystal
Report parameters.

To add a parameter select the Add Parameter button and enter the name of the parameter as it is setup on
the Crystal Report.

Next, add one of the following functions which can be used to perform the lookups:

uf_lookup_user(Multi,wintitle)
This lookup function will allow the user to select one or many of the active firm users.

Parameters:
Multi - select one or many..'S' or 'M'
wintitle - window title for the user selection window

Example Call: uf_lookup_user(S,Select Managing Attorney)

uf_lookup_cardfile(Multi,wintitle)

This lookup function will allow the user to select one or many cardfile entries.

Parameters:
Multi - select one or many..'S' or 'M'
wintitle - window title for the cardfile selection window

Example Call: uf_lookup_cardfile(S,Select Expert Witness)

uf_lookup_group_item(groupcode,Multi,wintitle)

This lookup function will allow the user to select one or many cardfile entries.

Parameters:
Groupcode - Default group code selection..can be left blank
Multi - select one or many..'S' or 'M'
wintitle - window title for the cardfile selection window

Example Call: uf_lookup_group_item(CTYPE,S,Select Case Type)

uf_lookup_case(Multi)

This lookup function will allow the user to use the standard case search to select cases.

Parameters:
Multi - select one or many..'S' or 'M'
Example Call: uf_lookup_case(M)

Crystal Reports Setup for CPWin

Client Profiles Setup 15

uf_lookup_lawtype(Multi,includeQuotes)

This lookup function will allow the user to select lawtypes.

Parameters:
Multi - select one or many..'S' or 'M'
IncludeQuotes - 'Y' or 'N' - Optional - determines if single quotes are put around each value

Example Call: uf_lookup_lawtype(M,N)

uf_lookup_office(Multi)

This lookup function will allow the user to select from a list of the firm offices.

Parameters:
Multi - select one or many..'S' or 'M'

Example Call: uf_lookup_lawtype(M)

uf_get_string(wintitle)

This lookup function will allow the user to enter a string.

Parameters:
wintitle - window title for the string entry window

Example Call: uf_get_string(Enter input string)

uf_get_date(wintitle)

This lookup function will allow the user to enter a date

Parameters:
wintitle - window title for the date selection window

Example Call: uf_get_date(Enter starting date)

Crystal Reports Setup for CPWin

Client Profiles Setup 16
Running Crystal Reports Outside of a Case

Running Crystal Reports Outside of a Case

To run the reports go to Administration\Reports\Crystal Reports.

Select the Report from the list and choose View Report.

Crystal Reports Setup for CPWin

Client Profiles Setup 17
Running Crystal Reports Inside of a Case

Running Crystal Reports Inside of a Case

From the Summary Screen of the case select the Crystal Reports icon.

Select the correct report and choose View Report. Please note: Only reports that have “Report is for an
Individual Case” checked in the setup will show on this list.

Crystal Reports Setup for CPWin