Introduction to Crystal Reports For Sage 300

Introduction To Crystal Reports For Sage 300-Free PDF

  • Date:16 Nov 2020
  • Views:2
  • Downloads:0
  • Pages:93
  • Size:2.93 MB

Share Pdf : Introduction To Crystal Reports For Sage 300

Download and Preview : Introduction To Crystal Reports For Sage 300


Report CopyRight/DMCA Form For : Introduction To Crystal Reports For Sage 300


Transcription:

Copyright 2017 by Progressive Reports,First Edition. This manual covers Crystal Reports 2013 for Sage 300 Formally Timberline Office. All rights reserved No part of this manual may be reproduced or transmitted in any form or by any. means electronic or mechanical including photocopying recording or by any information storage and. retrieval system without the permission in writing from Progressive Reports. Disclaimer, Information in this manual is subject to change without notice Company names dates and other. information used are examples only and are fictitious The information in this manual is distributed as is. without warranty While every precaution and effort has been taken to assure the quality and accuracy of. the information contained herein Progressive Reports assumes no liability to any person or entity with. respect to any loss or damage caused by or presumed to be caused by the instructions contained in this. manual or by the software described in it,For additional information contact. Progressive Reports,971 223 3658,www progressivereports com. Session Title 2,Introduction,What You Will Learn, Welcome to this Crystal Reports Introductory class This course is designed to teach new users.
design and formatting techniques that will serve them well as they build upon this introductory. knowledge It is divided into discussion of concepts and activities. This guide is intended to help meet the following objectives. Introduction to Crystal Reports 2013 R2,Creating Crystal Reports from scratch. Learn how to connect to the Sage 300 database via ODBC. Learn how to add fields to the report,Understanding the various sections. Formatting fields and sections, Filtering Reports to return just the data you want. Linking tables,Grouping your data for better display. Summaries including Sub and Grand totals,Introduction to Formulas Sneak Peak.
Special Sage 300 functions and formulas that must be added to each Crystal. Adding reports to the Sage Report menu,And many more tips and tricks along the way. Session Title 3,Crystal Reports 2013, Crystal Reports has been the worldwide leader in database report writing software for decades The. WIZIWIG and drag and drop report style is better than most other report packages in the industry and has. helped keep Crystal Reports a leader in the field, Crystal Reports is owned by SAP and used by millions of companies around the world The software is. available to buy online at http www crystalreports com Each person who wants to create reports in. your company will need access to the software However after a report is created it can often be run. from the Sage 300 menu eliminating the need to own multiple copies of Crystal Reports In addition to. running reports from within Sage 300 you can use third party Crystal Viewers to preview and print your. reports from your desktop I particularly like one called Data Link Viewer by Millet Software. Crystal Reports 2013 R2 for Sage 300, With the upgrade to Sage 300 14 1 version and beyond Sage CRE has switched from using the Crystal XI. R2 to using Crystal Reports 2013 R2 version This was a big jump in Crystal Versions Sage leapfrogged. over two other versions of Crystal to get on the latest and greatest version currently available. There are many differences between Crystal XI and Crystal 2013 And though most of these differences. are very good and will help you build better reports than ever before It is important to know that some. of your custom reports Not canned may not work without some modifications For one thing there is. now an upgrade Crystal Reports feature that comes with Sage 300 You can find it by going to select All. Programs Sage Sage300Construction and Real Estate Reporting and Other Tools right click Upgrade. Crystal Reports and then select Run as administrator Even though this is a class on canned reports it is. important to know about this tool Why is that Because if you have already been modifying canned. reports most likely you have been naming them with a custom name so they wouldn t get overwritten. with Sage updates Each of these formerly canned reports Now custom must be upgraded using this tool. before using them with Sage 300 14 1 or higher Once a report has been upgraded you will find a formula. in that report named SageCREReportVersion Inside the formula it will list the version of Sage it was. upgraded to,Session Title 4, We can t have a discussion about modifying canned Crystal Reports for Sage 300 without first discussing.
ODBC This point is often lost in the discussion and it is the foundation of a successful experience. modifying custom reports, ODBC stands for Open Database Connectivity and was introduced into the computer world many decades. ago It allows two programs to speak to each other and in some cases pass data back and forth between. them Think about it like this A German and a Frenchman may not speak each other s languages similar. to two propriety software packages however if they both speak a third language such as English then the. will be able to communicate with one another ODBC is like a meeting place where diverse software such. as Sage 300 and Crystal Reports that do not know anything about each other can speak a common. That language is SQL or Structured Query Language When Crystal Reports runs a report it actually sends. to Sage 300 instructions written in SQL on what data it wants returned Both the sender and the receiver. can understand the request, Think about it like this A German and a Frenchman may not speak each other s languages similar to two. propriety software packages however if they both speak a third language such as English then they will. be able to communicate with one another ODBC is like a meeting place where diverse software such as. Sage 300 and Crystal Reports that do not know anything about each other can speak a common language. That language is SQL or Structured Query Language When Crystal Reports runs a report it actually sends. to Sage 300 instructions written in SQL on what data it wants returned Both the sender and the receiver. can understand the request, For us to be able to not only modify a canned Crystal Report but to preview them while in Crystal or to. introduce new fields and tables we must first setup ODBC on our PC first Therefore when back at your. PC where you have both Sage 300 and Crystal Reports installed you will need to setup ODBC so that you. can do those edits and previews If you cannot change your ODBC settings in the way you re about to. learn then you may not have rights to do so and you will need to get your IT Dept involved to give you. those rights You do not need to set this up each time you modify a report You do this once for the most. part and often don t have to change it for years, Almost everyone is now using a 64 bit machine PC with a 64 bit operation system such as Windows 7 or. Windows 8 10 Sage 300 still uses a 32 bit ODBC driver They are not alone many other software. companies including some of Sage 300 competitors still use a 32 bit ODBC driver By default when you. navigate to your computers control panel looking for the ODBC setup area you will find the 64 bit in. almost every case You won t realize it is the 64 bit spot but it will be Therefore you need to remember. that you must navigate to the 32 bit ODBC administrator area This is hidden a bit but you can find it. Session Title 5, There are two ways to find the 32 bit ODBC setup area The first is to simple navigate to by going to Start.
menu select All Programs ODBC 32bit ODBC Administrator to open the Data Source Administrator. window However my favorite way is to simple type in 32 at the Windows start search area That almost. always brings up a list of files that start with 32 and the 32 ODBC Administrator will be at the top of the. Session Title 6,ODBC Overview,In this section we will cover. What is it,Setting Up ODBC,The Magic of the Timberline Data Source. ODBC stands for Open Database Connectivity ODBC came about in the 80 s and revolutionized how. databases talked to each other Basically it allows two products that may have nothing in common to. communicate with each other and pass data back and forth between each other This could be Excel and. Sage 300 or it could Crystal and Sage 300 The two products involved don t really matter they just have to. have ODBC drivers installed on the machine you are using to communicate with each other. Note Not that anyone will ever ask you but ODBC talks in the language of SQL or Structured Query. Language Those of you who know SQL can further customize optimize your reports directly using SQL. Commands The rest of us don t need to be worried Crystal handles it all just fine for us too. Setting Up ODBC, Sage 300 comes with an ODBC Driver that automatically works its magic if you just want to run Crystal. Reports from the Sage 300 reports menu However since we are in this course to be the report writers. we need to setup ODBC on our machines so that Crystal can communicate with Sage 300 during the report. building and testing phase Once the report is deployed on the Reports menu in Sage 300 it will run. without problems if we just follow a few steps,Session Title 7. Pre Activity 1 Setting up ODBC on your computer,From the Control Panel.
1 Open ODBC Data Sources 32 bit Start menu Control Panel Administrative Tools ODBC Data. On Windows 8 machines just start typing 32 from the Start page and you ll quickly see an. option to pick 32 ODBC Administrator, On Windows 7 Machines click the Start button and then type 32 in the search box and you ll. quickly see an option to pick 32 ODBC Administrator. 2 From the User tab select or highlight the Timberline Data Source. 3 Click Configure, 4 Click on Select Folder and pick Timberline Construction Sample Data or your Live Data folder if doing. this activity in your office,Session Title 8, 5 Click on the Option Button at the bottom right and make sure to Remove the check mark from Shorten. field and table names Leave the check mark on Use maximum table segment size checked. 6 Click OK twice, What s so Magical about the Timberline Data Source ODBC DSN. In almost every case you want to build Crystal Reports using the DSN Data Source name Timberline Data. Source By using this DSN Sage 300 takes over when the report is run from the reports menu and does. the following, Automatically switches to the data folder you are running the report from This is critical for.
companies who have more than one data folder, Allows the use of all the Sage 300 functions such as. o Asking which file to use New Current History,o Letterhead style. o Automatically sign you in so you are not asked your User name and password. o And many more functions described in the Users Guide PDF installed with Sage 300. Automatically sets itself back up if the DSN is ever deleted or a new version of Sage 300 is installed. Create Range Button when running reports from the Sage 300 reports menu. Session Title 9, o Takes a couple of formulas and a parameter setup in Crystal Reports. You can use other DSN s but the Magic listed above will not work. Design Basics,This section discusses the following. Creating a New Report,Modifying Table Selection Data Options.
Areas of the Design Window,Menu Bar Functions,Creating a New Report. There are two basic ways to create reports One is to use a Report Wizard that Crystal Reports 2013. provides for you The other is to create the report from scratch For this class designs will be created from. scratch using the Construction or Gold Coast Group sample databases. To use Crystal Reports 2013 with Sage 300 applications not including Billing Invoices Service. Management and Purchasing and Inventory applications you must specify a database location within the. Timberline Data source ODBC DSN This allows the two applications to communicate with each other. When starting Crystal Reports 2013 the following Start Page window should display. You will choose Blank Report to start a design from scratch Using the Wizard will simply hide options and. make decisions for you and you won t become as good a report writer if you let Crystal make the decisions. Session Title 10, After you click Blank Report select Create New Connection Click the plus sign to expand and then select. Note If you are working on a report for Service Management select Create New Connection then select. the Btrieve option on this list find the Field ddf file for that dataset and select it. Find your Timberline Data Source DSN and Click Next. Session Title 11, Enter your User Name and Password for Sage 300 if applicable or leave blank then click the Finish button. Session Title 12, The DSN lists available tables Tables are typically equivalent to records in Sage 300 You only need to select. the table with the information needed, Select the tables you need for your report If you click OK without selecting tables you get a blank report.
Tables can be added and removed later,Click the add arrow to. select individual tables,You can also hold down the. CTRL key on the keyboard,to select multiple tables then. add The double arrow,button will add all the tables. from a data source,Session Title 13,Modifying Table Selection Data Options.
Add a Table, If you have started a report and need to add a table go to the Database menu and select Database Expert. Select the tables to be included highlight and click the add arrow button and then click OK The visual. Sage 300 comes with an ODBC Driver that automatically works its magic if you just want to run Crystal Reports from the Sage 300 reports menu However since we are in this course to be the report writers we need to setup ODBC on our machines so that Crystal can communicate with Sage 300 during the report building and testing phase Once the

Related Books