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Sage HRMS Crystal Reports- Beyond the Basics
This document is a summary of a webinar on Crystal Reports for Sage HRMS that covered formulas and functions. The webinar was scheduled for 2:00pm EST and was roughly 1 hour long. The presenter was Mark Boutilier from Net@Work, who has over 30 years of experience in HR and payroll solutions. The agenda included recapping form creation using the wizard, options, special fields, formulas, functions like IF/THEN/ELSE and SWITCH(), and text functions like LEFT, MID, and RIGHT. Examples of reports using these features were also shown.
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Sage HRMS Crystal Reports- Beyond the Basics
- 1. Start Time: 2:00pmEST 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 for Sage HRMS: Formulas and Functions
- 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 MarkBoutilier | Net@Work 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. Webinar DetailsAny Questions? |Employer Solutions Please type in your questions
- 5. | Employer Solutions Agenda •Recap of form creation using the Wizard • Options and Report Options • Special Fields • Formulas • Functions • IF THEN ELSE • SWITCH() • LEFT(), MID(), MID() • Google is still your friend!
- 6. | Employer Solutions TheWizard Step 1 – Select Table of Data
- 7. | Employer Solutions WizardStep 2 – Select and Order Fields
- 8. | Employer Solutions WizardStep 3 - Grouping
- 9. | Employer Solutions WizardStep 4 - Summaries
- 10. | Employer Solutions WizardStep 5 – Group Sorting
- 11. | Employer Solutions WizardStep 6 – Add a Chart
- 12. | Employer Solutions WizardStep 7 – Record Selection
- 13. | Employer Solutions WizardStep 8 – Select a Template
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- 16. | Employer Solutions Options– User Settings
- 20. | Employer Solutions SummaryInformation
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- 22. Click and Dragto Desired Band
- 23. | Employer Solutions Formulas •Use fields to make numeric or date calculations • Must be of same type (but can use functions to convert type) • Can add comments (preceded by ‘’) • Can be simple or complex • Can be used in the body of the report or as the record selection criteria
- 24. | Employer Solutions AccessingFormulas New Edit Duplicate Rename Delete
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- 26. | Employer Solutions RecordSelection can be edited as a formula
- 27. | Employer Solutions IF. . . THEN. . . ELSE • IF Statement A is true • THEN Return result #1 • ELSE Return result #2 (or no result) IF {HRPERSNL.P_EMPLOY} = ‘RFT’ THEN ‘Regular Full Time’ ELSE ‘Regular Part Time’
- 28. | Employer Solutions WeeklyPay Formula
- 29. | Employer Solutions Switch= multiple IF THEN ELSE statements If statement A, then value 1,if statement B, then value 2, etc. (3000 chrs) Switch( {hrpersnl.p_employ} = ‘RFT’, “Regular Full Time”, {hrpersnl.p_employ} = ‘RPT’, “Regular Part Time”, {hrpersnl.p_employ} = ‘TFT’, “Temporary Full Time”, {hrpersnl.p_employ} = ‘TPT’, “Temporary Part Time”, {hrpersnl.p_employ} = ‘PD’, “Per Diem”, True, {hrpersnl.p_employ} ) If none of the above values, return whatever is the code.
- 30. | Employer Solutions Left,Mid, Right Social Security Number 123-45-6789 LEFT({hrpersnl.p_ssno},3) returns ‘123’ MID({hrpersnl.p_ssno,5,2) returns ‘45’ RIGHT({hrpersnl.p_ssno,4) returns ‘6789’ LEFT({hrpersnl.p_ssno},3)+ MID({hrpersnl.p_ssno,5,2)+ RIGHT({hrpersnl.p_ssno,4) Returns 123456789
- 31. | Employer Solutions ReportExamples
- 32. Webinar DetailsThank YouFor 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