HEAT: Crystal Reports and Call Logging

A client recently asked: I created a Crystal report and it works fine under Crystal but not when I run it in Call Logging. What's the problem?

There actually could be several things. Here is what you need to do to check the settings in Call Logging that run your Crystal reports:

* Open Call Logging > Report > Manage Reports
* Select the reports > Click Edit
* Under the Required tab > Check that your file path is correct
* Under the Print tab > Normally you want Preview in Window
* Under the Selection Formula tab > Check if it is set to "Limit to current call ticket at run-time" (if not, you could get all the tickets)
* Skip Report Parameters for now > Select the Data Sources tab
* If "Do not change" > Select "Use Call Logging data source at run-time"

With these settings, your report should return the results in a preview windows based on the current ticket and current data source.