Setting report refresh options

You can set report refresh options that determine which settings of a report object are updated when you refresh it in Crystal Enterprise.

When you refresh a report object, Crystal Enterprise compares the report object stored in Crystal Enterprise with the original .rpt file stored in the Input File Repository. Crystal Enterprise deletes or adds report elements in the report object to make it match the .rpt file, overwriting any changes you've made in Crystal Enterprise. Where report elements are the same in the source report and the report object, the report refresh settings allow you to control which settings in the report object are updated with values from the source .rpt file.

For example, if a prompt appears only in the source .rpt file, then refreshing the report adds the prompt to the report object. This holds true no matter which report refresh options you select.

If a prompt appears in both the source .rpt and the report object and you have selected the "Prompt Values" option, then Crystal Enterprise updates the default value of the prompt in the report object. Any changes that you have made to the default value of the parameter in Crystal Enterprise are overwritten.

To preserve your changes to the values of report elements when you refresh a report, clear the appropriate report refresh option.

Note:    

• If you select Prompt Values, Crystal Enterprise ensures that changes to either the default value of a prompt or to the current value of a prompt are updated in the report object when the report is refreshed.
• If you select Prompt Options, Crystal Enterprise ensures that changes to the metadata describing a prompt is updated in the report object. For example, "Can be null" is a prompt option.
• If you select "Use Object Repository when refreshing report", repository objects in the report object will be refreshed against the repository. For more information, see Refreshing repository objects in published reports.

To set a report object's refresh options

1. In the Objects management area of the CMC, select a report object by clicking its link.
2. On the Properties page, click the Refresh Options link.
3. Choose the report elements that you want to refresh from the source report file.
4. Click Refresh Report.