Crystal Reports for Beginners - Sage

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Crystal Reports for Beginners

Sue Moore Ketchem, Principal Trainer

Learning Objectives

YES

Crystal Reports

NO

YES

WYSWIG

Presentation quality reports

Filters and parameters

Extensive formatting

Crystal Reports

NO

Not for financial reports

Have more than one company

How the Pieces Fit Together

ODBC Driver

Sends requested

data back to

Crystal Reports

ODBC Driver

Requests data from the

Sage 100 data filesSage 100

data files

Crystal Reports for

Sage

SOTAMAS90

Understanding File Layouts

Used to select table(s) for report

If using multiple tables, need to identify key fields

Located on desktop under Resources > Program Information

Table name displayed in Crystal Reports

Planning a report

Purpose

Audience

Report Header

Page Header

Body Data

Source Tables

Report Footer

Page Footer

Existing or Calculated

Sort

Group

Selection

Polling QuestionsCreating Your Report

Polling QuestionsModifying the Report

Report Manager

Add custom reports to menus

Customize standard reports

Polling QuestionsRunning the Report in Sage 100

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