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Create a Front-end report for Validation purposes

Create a Front-end report for Validation purposes

 

In many instances we will not have an existing field to map customer data to, but we’ll still want to migrate the data so we can create a Benchmark field in a later stage of the project. For this purpose, we’ll need to put that data in a special table and create a report so the customer can validate that the data was correctly migrated.

 

After migrating the data, we’ll need to create a report so we can perform the data validation through the front-end.

  1. Make sure you have Crystal Reports installed on the machine you’ll be developing the reports on

  2. Check out this quick guide on how to create a Crystal report from a SQL Query Crystal Reports 2020 Creating and Using an SQL Query and create your .rpt file from your SQL Select.

  3. Place your .rpt file under the configured DefaultReportPath location (Admin>System Setup>Settings)

4. Set up the Query on Benchmark under Admin>System Setup>Queries>Report

4.1. If your query is using multiple DB’s, make sure the Benchmark connection user (listed in the PTGAppSettings) is able to access all Databases, otherwise you’ll get a security error when running the report)

 

5. Execute your report from the Reports drop-down

6. Profit

 

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