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Start Time: 2:00pm EST
Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or l...
Webinar DetailsWebinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions ...
Webinar DetailsToday’s Presenter
Mark Boutilier | Net@Work |Employer Solutions
Senior Solutions Engineer
• Over 30 years d...
| Employer Solutions
Agenda
•Some House Keeping Items
•Why Use Crystal Reports?
•Printing the Data Dictionary
•Launching C...
| Employer Solutions
Housekeeping
• This webinar applies to ALL versions of Sage HRMS, including Abra Suite
• Crystal need...
| Employer Solutions
Secure Query
• Simple Wizard to Create
• No FileField Names Required
• Export to Printer, Excel, Text...
| Employer Solutions
Printing the Data Dictionary
• List of table names and aliases (think individual screens)
• List of f...
| Employer Solutions
Reports > System Reports > Data Dictionary
| Employer Solutions
“Top 40 Tables”
• PE HR ‘Master’ table
• BE Employee Benefits
• AT PTO Transactions
• DE Dependents
•...
| Employer Solutions
Sketch Out What You Want
• Tables
• Fields
• Group by
• Sort By
• Include  Exclude
• Format (printing...
| Employer Solutions
Launching Crystal
Sage HRMS 2016
Abra Suite and
HRMS 2015
| Employer Solutions
The Report Wizard
Data Fields Grouping
Summaries
(Optional)
Group Sorting
(Optional)
Charting
(Option...
| Employer Solutions
| Employer Solutions
Finishing Up the Report
• Saving
• With Data
• Without Data
• Often!
• Printing and Preview
• Export
...
| Employer Solutions
Next Steps
•Report ‘Pretty-fication’
•Options  Report Options
•Multiple Table Reports
•Parameters
•Ad...
Webinar DetailsThank You For Attending!
Mark Boutilier | Net@Work
Senior Solutions Engineer
(P) 800-719-3307 Ext 4805
mbou...
Crystal Reports: Basics
Crystal Reports: Basics
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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. 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. 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. 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. 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. 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. 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. 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. 8. | Employer Solutions Reports > System Reports > Data Dictionary
  9. 9. | Employer Solutions “Top 40 Tables” • PE HR ‘Master’ table • BE Employee Benefits • AT PTO Transactions • DE Dependents • TKPE (Some) Custom Screen Fields • SK Skills
  10. 10. | Employer Solutions Sketch Out What You Want • Tables • Fields • Group by • Sort By • Include Exclude • Format (printing or export)
  11. 11. | Employer Solutions Launching Crystal Sage HRMS 2016 Abra Suite and HRMS 2015
  12. 12. | Employer Solutions The Report Wizard Data Fields Grouping Summaries (Optional) Group Sorting (Optional) Charting (Optional) Record Selection Template (SUPER Optional!)
  13. 13. | Employer Solutions
  14. 14. | Employer Solutions Finishing Up the Report • Saving • With Data • Without Data • Often! • Printing and Preview • Export • .PDF • .CSV • .XLS
  15. 15. | Employer Solutions Next Steps •Report ‘Pretty-fication’ •Options Report Options •Multiple Table Reports •Parameters •Advanced Formulas
  16. 16. 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

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