Report Development Workflow
The standard path from a report request to a maintained, production-ready deliverable.
- Requirements: Define exactly what the report needs to show, who uses it, and how often it runs.
- Design: Map required fields to Sage X3 tables/class queries, and sketch the layout before building.
- Build: Construct the report in Crystal Reports, using parameters instead of hardcoded values wherever the report needs to be reused.
- Test: Validate against known-good data across multiple sites/companies, not just one.
- Review: A second person checks logic and output before it reaches production users.
- Deploy: Publish to the appropriate report folder with correct access permissions (see Security).
- Maintain: Assign an owner responsible for updates when Sage X3 fields or business rules change.