Introduction
In addition to MC Trade's extensive library of reports, this part of the Reports module allows you to add more reports if you have a report file that you received or created with Crystal Reports .
If you are interested in a custom report, please reach out to our Support team to request more information about that available service.
The Tabs
On the far left, there are two tabs:
- Custom Reports: Click on this tab if you want to upload a custom report, or if you need to download one of your custom reports for review or editing, click on the Custom Reports tab.
- Standard Reports: Click on this tab, if you want to download one of MC Trade's reports so that you can open it in Crystal and build a similar report.
Uploading a Custom Report
If you are uploading a custom report that should replace a standard report, make sure that you give the custom report the same name as the standard report.
- Click on the Reports menu and then Manage Report Files.
- Click Upload Report.
- Click Choose, select a report, and click Open.
This must be an .rpt file.
You can select more than one report by holding the Ctrl key.
- Click Upload to begin.
If you need to start over, click Cancel.
If you queue several reports for upload, but want to remove one, you do not need to Cancel, but simply click the X (far right) to remove the report.
Running a Custom Report
- Click on the Reports menu and click Run a Report.
- Scroll down and click on the Custom Reports branch.
- Click on the desired report.
Downloading a Custom Report
- Click on the Reports menu and then Manage Report Files.
- Click Download next to the desired report.
You can also download multiple reports, by placing a check next to each desired report, and then clicking Download Reports at the top of the screen.
Deleting a Custom Report
If you need to delete a custom report, please reach out to our Support team.