Skip to main content

Crystal reports paths in FocalPoint

There are four places to specify paths in FocalPoint for Crystal reports. Each serves a different purpose.

The Central Crystal Reports path

This path allows everyone who can log in to FocalPoint with access to reports to access the reports stored in this path. To access this field, follow these steps:

  1. Log in to FocalPoint Administrator.

  2. Click **System Options**.

  3. Select **Global Options**.

  4. Click the **System Paths** tab.

The Security Profile Crystal Reports path

This allows only users who are members of the relevant security profile to access the reports stored in this path. To access this field, follow these steps:

  1. Log in to FocalPoint Administrator

  2. Click on System Control

  3. Select Security Profiles

  4. Select the relevant Security Profile

  5. Click Edit

  6. Click on the General tab

The Member record Crystal Reports path

This allows only the user with this path set in their member record to access the reports stored in this path. To access this field, follow these steps:

  1. Log in to FocalPoint Administrator.

  2. Click **System Control**.

  3. Select Security Profiles

  4. Select the relevant Security Profile.

  5. Click **Members**.

  6. Select the relevant member record.

  7. Click the **Details** tab.

The Member record Crystal Reports path will override the Security Profile Crystal Reports path if a user has one specified, and both the Member record and the Security Profile paths will override the Central path.

There is also a path specific for reports on Project records. These are available on a specific tab named "Reports" when you look at a Project record.
To access this field, follow these steps:

  1. Log in to FocalPoint Administrator.

  2. Click **System Options**.

  3. Select **Project Management**, then **Job Costing**.

  4. The path is on the **General** tab in the bottom right corner.

Did this answer your question?