I want the data to be saved with my report so that it can be published out to InfoView and the users will not have to wait for the data to be refreshed. I have asked that the data be saved with the report. However, after I save it out to Enterprise and go in to InfoView to see the report, it automatically refreshes. I think this may have to do with the fact the report uses parameters that are part of the universe that the report is built on. Could that have anything to do with it? Are there other options that need to be set so that the report is not refreshed when viewing it in InfoView? Any assistance would be appreciated. Thanks
Its very simple! Uncheck the “Refresh on Open” option when you save the report then export it to repository. Now go and check in the info view, you should be able to see the report data that was refreshed last time. You can always click refresh button to refresh the report if you want.
It appears that I didn’t give enough information in my original message. The report in question was created in Crystal Reports and posted out to InfoView through the save to Enterprise option. I can’t find the ‘Refresh on Open’ option you mentioned. I have looked everywhere, referenced documentation and various books and the only time I see ‘Refresh on Open’ referenced is in relation to Web Intelligence documents. I have created the same Crystal report in Web Intelligence and can get it to open without refresh. I wanted to convert the report to Crystal and have similar functionality. However, after I save the Crystal report, and go back in to InfoView to open it, the report automatically runs. Please help me understand how to prevent that from happening for the Crystal report.
I could have used the correct wordings in my posting. Actually, “Refresh on Open” is for webi reports. For Crystal, it is 'Enable Repository Refresh" which can be found you ‘save as’ the report in the repository.
You can uncheck this option to get the snap shot of the last refresh.
I have included an attachment that shows how all the options have been set. I had already set the report so that the data was saved with the report, and the ‘enable repository refresh’ was unchecked as well. You will see that in the attachment. So, I thought I had done everything I could to prevent the report from refreshing when it is retrieved in InfoView. I had explored all these options before posting my issue on the bulletin board.
Despite all attempts, the queries still run when I open the report in InfoView. As I said in my original post, I am thinking that it has to do with the parameters that are a part of the underlying universe that the report uses. I just don’t know. I have researched every possible option and yet the queries run in InfoView. If you have any other thoughts, please let me know. Thanks. crystal report image captures – save settings.doc (126.0 KB)
What “Enable Repository Refresh” does is if the report uses any items out of the BOE Repository (common text, images, functions, etc.) then it will compare the last upate time of its contained repository objects to what is actually in the repository, any time the report is opened. If the repository has newer versions of the items (for instance, an updated company logo), then the new logo will be used when the report is run. This will not apply to instances, as they are static.
When you publish a report to BOE, you are publishing a template. It does not matter if it has data or not. What you need to do is generate an instance after you publish the report, and ensure users view the instance, versus the template (an on-demand view), in BOE.
We’re having the opposite problem. We’re new to Crystal and are trying to publish reports to InfoView that do not have data saved, and will always refresh when opened. We don’t want to have instances saved so we don’t want to use the “Schedule” option. Any suggestions??? Thanks. :?
I just found my answer. Persistent searches through the postings pays off! Maybe this is what’s causing your problem.
Go into the CMC => Objects => your report name => Process => Parameter => choose the parameters value => Make sure Prompt User for New Values When Viewing is unchecked
Hi Hansohl, I’m having the same problem…but even more convoluted in that I run a scheduled instance, and when selecting the “View the Latest INSTANCE” in Infoview, the report startes refreshing.
We are on XI R2 SP3 and using Crystal XI R2 with a Universe as a datasource as well.
I have saved the report WITH Data - no change
I have saved report withOUT Data - no change
I have unchecked the parameter in the Query Panel Option about refreshing LOV’s (in case this was causing a problem)
All to no avail. Did you ever get this figured out?
Hansohl, this is not possible. The Save data with report really just refers to the situation when you’re saving the CR on your local desktop in order to develop later. When you save it to the BO XI environment, it will be stripped of any saved data before saved to the File Repo Server.
I’m afraid with CR, there is no ‘Refresh on Open’ button, it always refreshes on open. If you want users to not wait then simply schedule the report and have them view the latest instance. If they want to refresh then they click the refresh button.
(BOB member since 2007-01-28)
(BOB member since 2006-10-24)