Crystal Reports: Basics
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Learn about Sage HRMS/Crystal Reports by taking part in the creation of a Crystal report online. Your instructor will demonstrate how to create a report from start to finish and attendees receive a copy of the report.
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Crystal Reports: Basics
- 1. Start Time: 2:00pm EST Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers. Welcome! Employer Solutions Crystal Reports: Basics
- 2. Webinar DetailsWebinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel | Employer Solutions
- 3. Webinar DetailsToday’s Presenter Mark Boutilier | Net@Work |Employer Solutions Senior Solutions Engineer • Over 30 years developing and implementing HR and Payroll solutions • HR Practitioner for over 10 years • Sage Certified trainer and consultant for Sage HRMS • American Payroll Association Member | Employer Solutions
- 4. | Employer Solutions Agenda •Some House Keeping Items •Why Use Crystal Reports? •Printing the Data Dictionary •Launching Crystal •The Report Wizard •Finishing Up the Report •Next Steps . . .
- 5. | Employer Solutions Housekeeping • This webinar applies to ALL versions of Sage HRMS, including Abra Suite • Crystal needs to be is installed locally on your machine • Crystal can be installed on more than one machine • “SAP Crystal 2011 for Sage” is the current supported version.
- 6. | Employer Solutions Secure Query • Simple Wizard to Create • No FileField Names Required • Export to Printer, Excel, Text • Can Sort and Group • Can Use a Parameter Crystal Reports • Simple Wizard to Create • Or Can Create from Scratch • Or Can be Copied • Data Dictionary Required • Export to Printer, Excel, Text, PDF, HTML • Can Sort and Group • Can Use Parameters • Can Create Formulas • Can link more than two tables Why Use Crystal Reports?
- 7. | Employer Solutions Printing the Data Dictionary • List of table names and aliases (think individual screens) • List of field names (think individual fields) • Link Fields (think ‘common connections’) The Data Dictionary is critical to the effective creation of Crystal Reports
- 8. | Employer Solutions Reports > System Reports > Data Dictionary
- 11. | Employer Solutions “Top 40 Tables” • PE HR ‘Master’ table • BE Employee Benefits • AT PTO Transactions • DE Dependents • TKPE (Some) Custom Screen Fields • SK Skills
- 12. | Employer Solutions Sketch Out What You Want • Tables • Fields • Group by • Sort By • Include Exclude • Format (printing or export)
- 13. | Employer Solutions Launching Crystal Sage HRMS 2016 Abra Suite and HRMS 2015
- 14. | Employer Solutions The Report Wizard Data Fields Grouping Summaries (Optional) Group Sorting (Optional) Charting (Optional) Record Selection Template (SUPER Optional!)
- 16. | Employer Solutions Finishing Up the Report • Saving • With Data • Without Data • Often! • Printing and Preview • Export • .PDF • .CSV • .XLS
- 17. | Employer Solutions Next Steps •Report ‘Pretty-fication’ •Options Report Options •Multiple Table Reports •Parameters •Advanced Formulas
- 18. Webinar DetailsThank You For Attending! Mark Boutilier | Net@Work Senior Solutions Engineer (P) 800-719-3307 Ext 4805 mboutilier@netatwork.com | Employer Solutions 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Connect with