Skip to main content

Crystal reports paths in FocalPoint

Updated over 2 weeks ago

There are 4 places to specify paths in FocalPoint for Crystal reports. Each serves a different purpose.

The Central Crystal Reports path

This path allows everyone that 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 on System Options

  3. Select Global Options

  4. Click on the System Paths tab

The Security Profile Crystal Reports path

This allows only those users that 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 that has 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 on System Control

  3. Select Security Profiles

  4. Select the relevant Security Profile

  5. Click on Members

  6. Select the relevant Member record

  7. Click on 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 on 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?