Crystal Reports Basics - Achieve IT · PDF fileCrystal Reports Basics Created by: Apple Liu SAP Business One Product ... The integration package script Business One Crystal Report

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Crystal Reports Basics

Created by: Apple Liu

SAP Business One Product Support

2nd Apr. 2013

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Agenda

Crystal Reports (CR) Overview

Installing SAP Crystal Reports 2008/2011 for SAP Business One

Basic usage for CR in B1 and Designer

General notes for CR related

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Crystal report (CR) IntroductionThe SAP Business One 8.8 family provides integration with the Crystal Reports software,version for the SAP Business One application, allowing you to create, view, and managereports and layouts.The key features of the integration include:

Crystal Reports ViewerA fully integrated component of SAP Business One client that lets you view reportsand layouts that are created with the Crystal Reports software.It works standalone – no connection with designer.

Report and Layout ManagementMaster Layouts

Crystal Reports software, version for the SAP Business One application(designer)Accessibility of Source Documents

SAP Business One versions (8.8, 8.81, versions equal to or lower than 8.82 PL10) onlysupport SAP Crystal Reports 2008. From 8.82 PL11, SAP Crystal Reports 2011 issupported.

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How Crystal report Preview /Designer look like

Crystal Reports Designer Integration with SBO

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Crystal file could be started in B1 system via highlight the file in Report and Layout Managerand click Edit

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You can also open Crystal Designer directly by double clicking an existing crystal file (*.rptfile).

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Installing SAP Crystal Reports for SAP Business One

You do not need to install the SAP Crystal Reports viewer or Crystal Report 2008/CR2011runtime in a separate procedure. They will be installed together with SAP Business One8.82 client, It is an integral part of the SAP Business One 8.82 client..

Installation for Patch Level 11 and HigherAs of SAP Business One 8.82 patch level 11, you must install SAP Crystal Reports 2011 to use SAPBusiness One data sources and have the Add-ins menu available in the SAP Crystal Reportsdesigner.To ensure that the SAP Business One data sources and the Add-ins menu are available in the SAPCrystal Reports designer, you must install the Crystal Reports integration component separately.The integration package script Business One Crystal Report Integration Package.exe is located inthe …Packages\SAP CRAddin Installation folder of the SAP Business One product DVD.For more information, see the Administrator's Guide that is provided on the SAP Business Oneproduct DVD.

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You need follow the installation sequence for CR 2008/2011 and B1 client as below:

1. On the SAP Crystal Reports DVD that is provided with SAP Business One 8.82, locate and run the setupfile SAP Crystal Reports 2008 SP05/CR2011.

2. Install SAP Business One 8.82.

Installation Requirements and Checklist

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After installing Crystal report and Business One client, CR runtime and CR for SAP B1 willbe displayed as below in program and features list.

Crystal Report 2008

Crystal Report 2011

Note : Crystal Report 2011 support both 32-bit and 64-bit system

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Build version of Crystal Report 2008

BuildVersion =12.1.3.1028

CR 2008 SP1 FP 3

CR 2008 SP3: BuildVersion = 12.3.0.601

CR 2008 SP3 FP 3.1: BuildVersion = 12.3.1.684

CR 2008 SP5 : BuildVersion = 12.5.0.1190

CR 2011 SP00 FP4 : BuildVersion = 14.0.4.738.

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Where to find the related documentation and installation files.

Visit landing page of SAP CRYSTAL REPORTS 2008/2011You can:

Find more documentation about CR for B1.Download Crystal ReportDownload sample Crystal Report and Layout.….

Down load Crystal Report 2011Go to link https://websmp110.sap-ag.de/sbo-swcenter

SAP Business One Products>Installations>SAP CRYSTAL REPORTS FOR B1>CRYSTAL REPORTS2011 FOR B1

Download the Crystal Report Runtime from SAP Business Object community Network.

http://scn.sap.com/docs/DOC-27917

https://websmp207.sap-ag.de/~sapidb/011000358700000635012009

https://websmp110.sap-ag.de/sbo-swcenter

http://scn.sap.com/docs/DOC-27917

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Basic usage for CR in B1 and Designer.

General notes for CR related.

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1. Data source Connections2. Update current Data source Connections3. Create a CR Layout4. Create a CR Report5. Preview the Layout/Report in B16. Save CR Layouts to SBO7. Import type8. Import from a file9. Viewing CR Reports / Layouts in SBO10. Export CR Report / Layout in SBO


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Basic usage for CR in B1 and Designer.Data source Connections

ODBC data source -- Classic Data source connection

OLE DB data source -- Classic Data source connection

CRDB data source -- SAP Business One Connection

Multi data sources

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ODBC data source

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OLE DB data source

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CRDB data source

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Basic usage for CR in B1 and Designer.Update current Data source Connections

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Go to Crystal Report Designer, select Database>Set datasource location

Select a existing connection under My connection in Replace with window or Create newconnection. Then click on update.

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Basic usage for CR in B1 and Designer.Create a CR Layout

Select via Field Explorer under View in the Tool Bar and drag it to the layout.

Field explorer-> Parameters->new, and add an number type parameter with nameDocKey@.

We need choose field OINV.DocEntry and then Click on Report->Select Expert->Recordand, set it “is equal to” the parameter that you defined above.


Input DocEntry to specific the preview document number.

• Parameter that we set here just like a query condition as Where docEntry = ***.• It is important to note that a Crystal Reports .rpt file that you want to define as a layout in SAP

Business One must contain a parameter with the DocKey@ token. For more information about tokenplease refer to “How to Work with Crystal Reports in SAP Business One”


https://websmp207.sap-ag.de/~sapidb/011000358700001264462010E/Working_with_CR_Integr.pdf

Go to File->Save to save the Crystal report template.

Define a File name for the Layout, and the layout will be saved locally.


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Try to create a new CR template and drag the related fields from related tables.

Basic usage for CR in B1 and Designer.Create a CR Report

By using Group function the fields on the report could be grouped

Select an Available Fields to Group By


Select a field and click on insert->Summary, you can summary the report.

Group total

Grand total


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Go to Format ->Highlighting Expert to use Highlight function to highlight values based ona condition

Define all the necessary fields .


Go to File->Save to save the Crystal report template.

Define a File name for the report, and it will be saved locally.


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Basic usage for CR in B1 and DesignerPreview the Layout/Report in B1

Go to Add-in-> SAP Business One->Preview in SAP Business One

You can then preview the report/Layout in Business One application.

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Basic usage for CR in B1 and Designer.Save CR Layouts to SBO

After Designing a Layout/Report in Crystal Report DesignerClick on Add-in ->SAP Business One ->Save

Input necessary information for server and company for connection.


Go to Add-in ->SAP Business One ->Save

• If you cannot identify the document type, you can go to the layout designer – selection Criteriawindow, click on the list to check it.


The CR Layout is saved in the Layout Designer of the related document.

Basic usage for CR in B1 and Designer.Save CR Report to SBO

The CR Report is saved under Administration ->Set up -> General -> Report and LayoutManger -> Lost report.Go to Manu Location and allocated the Report location.

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Basic usage for CR in B1 and Designer.Import type

There are two types of crystal files which can be imported into SAP Business One:

xxx.rpt

xxx.b1pIf creating a crystal report in Crystal Designer and save the file, the file will be saved as rpt

file.

If exporting a Crystal Report From SAP Business One Preview, the file will be saved as rptfile.

If exporting a crystal report or a set of crystal reports from SAP Business One via Reportand Layout Export Wizard, the file will be saved as b1p file.

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Basic usage for CR in B1 and Designer.Import from a file

Import a *.b1p FileAdministration -> Setup -> General -> Report and Layout Manager, click Import to open theReport and Layout Import Wizard


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Import as a Report type Crystal Report templateAdministration -> Setup -> General -> Report and Layout Manager, click Import to open theReport and Layout Import Wizard, Click on ImportDefine the File location and select Content Type as Report, and define the Menu

Selection Form for the report.

Click on Finish


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Import as a Layout type Crystal Report templateAdministration -> Setup -> General -> Report and Layout Manager, click Import to open theReport and Layout Import Wizard, Click on ImportDefine the File location and select Content Type as Report, and define the Menu

Selection Form for the report.

Click on Finish• If you cannot make sure the document type, you can go to the layout designer – selection Criteria

window, click on the list to check it.

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Basic usage for CR in B1 and DesignerViewing CR Reports / Layouts in SBO

Preview External rpt File

Preview with default layout is same as before, as PLD

Preview with non-default layout is same as PLD

Preview CR Report from Administration -> Setup -> General -> Report and LayoutManager.

Note:• The Preview External

rpt File option is topreview SAP CrystalReports .rpt files thatare saved on yourcomputer but notsaved or imported intoSAP Business One asreports or layouts.

• Only the report whichhas no fields linking tocompany databasecould be previewedwith this option.

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Agenda

1. Data source Connections2. Update current Data source Connections3. Create a CR Layout4. Create a CR Report5. Preview the Layout/Report in B16. Save CR Layouts to SBO7. Import type8. Import from a file9. Viewing CR Reports / Layouts in SBO10. Export CR Report / Layout from SBO


Basic usage for CR in B1 and Designer.-Export CR Report / Layout in SBO

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Choose the report/ layout to exported and click NextUser should be able to define location for the exported file

Since 8.82 PL11 or above, you can export the report or layout from preview.

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1297025 Support scope for Crystal Reports for SAP Business One1676353 Errors printing with Crystal Reports1758302 Error while connecting to Crystal1754548 Page Size and Orientation Settings of Crystal Report Not Saved in SAP BusinessOne1500777 Optional parameter does not work for crystal report1555170 Error 'Missing parameter values' printing with CR layout1595525 Only super user will be able to import/ export/ delete Crystal layouts/ reports1532509 Cannot import Crystal Report template into SAP Business One1836406 CR_Replace CR runtime with 2011 SP5 (13.0.5.891)1705724 New features of SAP Crystal Reports 2011 will not be supported in current SAPBusiness One versions

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https://b1-support.wdf.sap.corp/sap/support/notes/1297025?SAP-language=E










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Q&A

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Thank you!