Page | 1 (Updated August 8, 2024)
Hands-On Learning | Good Things Come in Threes: Reports, Labels and Alerts
This session covers how to manage reports, labels, and alerts within Latitude WMS. We will go over how to copy an existing report,
check out a report, check in a report, and add a new report. Latitude uses the Crystal Reports engine for its reports. If you want to make
changes to reports, you will require a Crystal Reports editor. Visual Studio, with the Crystal Reports plugin, will work as well as older
versions of the Crystal Reports editors released by SAP.
Latitude Login
1) Login to Latitude Management Console with
UserID: USER07 and Branch: SESSION07.
Report Management
2) In the left pane, expand System Configuration Report
Management.
3) Selecting the "Report Management" section will display 3
options – "Working Folder".
This is the path to where reports will be checked out to and
checked in from. The folder may be changed by clicking the
Set Working Folder mode and selecting a new location.
Note: two kinds of "Report Groups" in Latitude.
Stock Reports: These are standard report templates. They
cannot be modified directly. You can copy a "Stock Report"
to make a new report and then edit the new report.
Custom Reports: These are non-stock reports. These
reports are often copies of existing reports with minor edits
but can also be a newly created report from the ground up.
4) In the left pane, expand Report Management Stock
Report Groups and then click on the "Packing Slip" group.
A list of Pack Slips forms will be listed. Note attributes like
the Name, Description, and Crystal Report Template File
name.
Name: The name of the report that to be displayed
Description: The description that will be displayed during
most report selection windows within Latitude Web.
File Name: The actual file name of the report. This must be
unique among all other reports within the system.
Checked Out: This tells you whether this report is currently
checked out for editing.
Orientation: 0 Portrait, 2 Landscape.
