Support CenterHow do I create custom reports using Template.rpt in SureFire?
SureFire allows you to create custom reports using Template.rpt and Crystal Reports version 9.0 or higher.
While inside of Crystal Reports, open Template.rpt located in UTSXX\Reports. Template.rpt contains all of the SureFire databases linked together, with every field included. This allows you to add the fields you want to be displayed in the report and create the conditions on which the report should run.
Once you finish adding the fields and creating conditions, save the report file as a name other than Template.rpt. Then, follow the steps below toadd a custom report in SureFire.
Copy the custom report file to your UTSYY\Reports subdirectory (where YY is the year of the taxprogram).
Log in to SureFire as the Admin user.
Click the Reports menu select Reports List.
SureFire displays a message informing you that new custom report(s) were found in the SureFire reports directory
Click Yes to add the report to SureFire.
For each new report that you add to SureFire, you must specify a report title and at least one tax package in which the report will be available.
Enter a title for the report in the Enter Report Title field.
Select which tax package(s) you want the report to be available in. If you wish for the report to be available in all tax packages, select the Select All check box.
Click Save.
Additional Information
Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo creo informes personalizados con Template.rpt en SureFire?
Tags: install,setup