Here is what I am seeing:

Go to: Sales Order -> Reports -> “Open Orders by Promise Date Report”

I had previously customized this report. If I click the magnifying glass on the report screen I get 2 options:

STANDARD
SALES_DEPT

Both of these work fine. I choose the “SALES_DEPT” report to base my new report off of. It loads onto the screen as the selected report setting and I choose “Save As” from the drop down.
I enter a new name into the Report Setting box, and change the description. I then click “Designer” and it prompts me to save, which I do. Crystal then loads but instead of seeing the fields/layout I expect from my custom report I instead am greeted with what looks to be the layout for the “Standard” report.

I think it would save a LOT of time to be able to Save As and copy a custom report to a new name as a base to start from instead of having to start from the Standard layout every time.

by: Dewayne P. | over a year ago | Reports / BI