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Crystal Reports: Basics
The document outlines the details of a webinar on using Crystal Reports for HR and payroll solutions, presented by Mark Boutilier. It covers essential topics such as the importance of the data dictionary, launching Crystal, and utilizing the report wizard, with practical steps and next steps provided for attendees. The webinar accommodates all versions of Sage HRMS and emphasizes the capabilities of Crystal Reports in data reporting and management.
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Crystal Reports: 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: 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 MarkBoutilier | 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 •SomeHouse 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 SecureQuery • 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 Printingthe 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 “Top40 Tables” • PE HR ‘Master’ table • BE Employee Benefits • AT PTO Transactions • DE Dependents • TKPE (Some) Custom Screen Fields • SK Skills
- 12. | Employer Solutions SketchOut What You Want • Tables • Fields • Group by • Sort By • Include Exclude • Format (printing or export)
- 13. | Employer Solutions LaunchingCrystal Sage HRMS 2016 Abra Suite and HRMS 2015
- 14. | Employer Solutions TheReport Wizard Data Fields Grouping Summaries (Optional) Group Sorting (Optional) Charting (Optional) Record Selection Template (SUPER Optional!)
- 15.
- 16. | Employer Solutions FinishingUp the Report • Saving • With Data • Without Data • Often! • Printing and Preview • Export • .PDF • .CSV • .XLS
- 17. | Employer Solutions NextSteps •Report ‘Pretty-fication’ •Options Report Options •Multiple Table Reports •Parameters •Advanced Formulas
- 18. 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