Operation Manual

Printing, Exporting, and Viewing Reports

Using smart tags

410 Crystal Reports User’s Guide

Before you can use smart tags, web server options must be configured on the

Smart Tag tab of the Options dialog box. As well, an .asp or .jsp page must be

created for viewing report details. Normally, these tasks should be carried out

by your system administrator.

Note: The reports you want to use with smart tags must exist on the web

server named in the Options dialog box in a directory that mirrors their real

location, or the web server must be configured to accept a UNC path.

To use smart tags with a Crystal Reports object

1. Open the Crystal report that contains the object you want to copy to an

Office XP application.

2. On the File menu, click Options and ensure that the options in the Smart

Tag Web Server Options area on the Smart Tag & HTML Preview tab

have been configured:

• Your web server must be named.

• A virtual directory must be named (a default is provided).

• A viewing page must be named (a default is provided).

3. On the Preview tab of Crystal Reports, right-click the text object, field

object, or chart you want to copy and select Copy Smart Tag from its

shortcut menu.

4. Open the appropriate Office XP application, and paste the report object

into a document, worksheet, or email message.

Note: See the table in this section for limitations about which report

objects can be pasted into each Office XP application.

5. In your Office XP application, choose the appropriate smart tag from the

options for the pasted report object.

Note: See the table in this section for limitations about which smart tags

are available in each Office XP application.

The .asp or .jsp page named in the Options dialog box appears showing

the appropriate information from the host Crystal report.