Crystal Reports Basics

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Crystal Reports Basics

Created by: Apple Liu

SAP Business One Product Support 2nd _{Apr. 2013}

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Agenda

Crystal Reports (CR) Overview

Installing SAP Crystal Reports 2008/2011 for SAP Business One

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Crystal Reports (CR) Overview

Crystal report (CR) Introduction

The SAP Business One 8.8 family provides integration with the Crystal Reports software, version for the SAP Business One application, allowing you to create, view, and manage reports and layouts.

The key features of the integration include: Crystal Reports Viewer

A fully integrated component of SAP Business One client that lets you view reports and layouts that are created with the Crystal Reports software.

It works standalone – no connection with designer. Report and Layout Management

Master Layouts

Crystal Reports software, version for the SAP Business One application(designer) Accessibility of Source Documents

SAP Business One versions (8.8, 8.81, versions equal to or lower than 8.82 PL10) only support SAP Crystal Reports 2008. From 8.82 PL11, SAP Crystal Reports 2011 is

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Crystal Reports (CR) Overview

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Crystal Reports (CR) Overview

Crystal file could be started in B1 system via highlight the file in Report and Layout Manager and click Edit

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Crystal Reports (CR) Overview

You can also open Crystal Designer directly by double clicking an existing crystal file (*.rpt file).

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Agenda

Basic usage for CR in B1 and Designer

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Installing SAP Crystal Reports for SAP Business One

You do not need to install the SAP Crystal Reports viewer or Crystal Report 2008/CR2011 runtime in a separate procedure. They will be installed together with SAP Business One 8.82 client, It is an integral part of the SAP Business One 8.82 client..

Installation for Patch Level 11 and Higher

As of SAP Business One 8.82 patch level 11, you must install SAP Crystal Reports 2011 to use SAP Business One data sources and have the Add-ins menu available in the SAP Crystal Reports

designer.

To ensure that the SAP Business One data sources and the Add-ins menu are available in the SAP Crystal Reports designer, you must install the Crystal Reports integration component separately. The integration package script Business One Crystal Report Integration Package.exe is located in the …Packages\SAP CRAddin Installation folder of the SAP Business One product DVD.

For more information, see the Administrator's Guide that is provided on the SAP Business One product DVD.

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Installing SAP Crystal Reports for SAP Business One

You need follow the installation sequence for CR 2008/2011 and B1 client as below:

1. On the SAP Crystal Reports DVD that is provided with SAP Business One 8.82, locate and run the setup file SAP Crystal Reports 2008 SP05/CR2011.

2. Install SAP Business One 8.82.

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Installing SAP Crystal Reports for SAP Business One

After installing Crystal report and Business One client, CR runtime and CR for SAP B1 will be displayed as below in program and features list.

Crystal Report 2008

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Installing SAP Crystal Reports for SAP Business One

Build version of Crystal Report 2008

BuildVersion =12.1.3.1028

CR 2008 SP1 FP 3 CR 2008 SP3: BuildVersion = 12.3.0.601 CR 2008 SP3 FP 3.1: BuildVersion = 12.3.1.684 CR 2008 SP5 : BuildVersion = 12.5.0.1190 CR 2011 SP00 FP4 : BuildVersion = 14.0.4.738.

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Installing SAP Crystal Reports for SAP Business One

Where to find the related documentation and installation files. Visit landing page of SAP CRYSTAL REPORTS 2008/2011

You can:

Find more documentation about CR for B1. Download Crystal Report

Download sample Crystal Report and Layout. ….

Down load Crystal Report 2011

Go to link https://websmp110.sap-ag.de/sbo-swcenter

SAP Business One Products>Installations>SAP CRYSTAL REPORTS FOR B1>CRYSTAL REPORTS 2011 FOR B1

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Agenda

Basic usage for CR in B1 and Designer.

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Agenda

1. Data source Connections

2. Update current Data source Connections 3. Create a CR Layout

4. Create a CR Report

5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO

7. Import type

8. Import from a file

9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO

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Basic usage for CR in B1 and Designer.

Data source Connections

ODBC data source -- Classic Data source connection OLE DB data source -- Classic Data source connection CRDB data source -- SAP Business One Connection Multi data sources

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Basic usage for CR in B1 and Designer.

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Basic usage for CR in B1 and Designer.

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Basic usage for CR in B1 and Designer.

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Agenda

2. Update current Data source Connections

3. Create a CR Layout 4. Create a CR Report

7. Import type

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Basic usage for CR in B1 and Designer.

Update current Data source Connections

Go to Crystal Report Designer, select Database>Set datasource location

Select a existing connection under My connection in Replace with window or Create new connection. Then click on update.

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Agenda

2. Update current Data source Connections

3. Create a CR Layout

7. Import type

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Basic usage for CR in B1 and Designer.

Create a CR Layout

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Field explorer-> Parameters->new, and add an number type parameter with name

DocKey@.

We need choose field OINV.DocEntry and then Click on Report->Select Expert->Record and, set it “is equal to” the parameter that you defined above.

Basic usage for CR in B1 and Designer.

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Input DocEntry to specific the preview document number.

Basic usage for CR in B1 and Designer.

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Go to File->Save to save the Crystal report template.

Define a File name for the Layout, and the layout will be saved locally.

Basic usage for CR in B1 and Designer.

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Agenda

7. Import type

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Try to create a new CR template and drag the related fields from related tables.

Basic usage for CR in B1 and Designer.

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By using Group function the fields on the report could be grouped

Select an Available Fields to Group By

Basic usage for CR in B1 and Designer.

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Select a field and click on insert->Summary, you can summary the report.

Group total

Basic usage for CR in B1 and Designer.

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Go to Format ->Highlighting Expert to use Highlight function to highlight values based on a condition

Define all the necessary fields .

Basic usage for CR in B1 and Designer.

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Go to File->Save to save the Crystal report template.

Define a File name for the report, and it will be saved locally.

Basic usage for CR in B1 and Designer.

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Agenda

5. Preview the Layout/Report in B1

6. Save CR Layouts to SBO 7. Import type

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Basic usage for CR in B1 and Designer

Preview the Layout/Report in B1

Go to Add-in-> SAP Business One->Preview in SAP Business One

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Agenda

5. Preview the Layout/Report in B1

6. Save CR Layouts to SBO

7. Import type

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Basic usage for CR in B1 and Designer.

Save CR Layouts to SBO

After Designing a Layout/Report in Crystal Report Designer Click on Add-in ->SAP Business One ->Save

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Basic usage for CR in B1 and Designer.

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Basic usage for CR in B1 and Designer.

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Basic usage for CR in B1 and Designer.

Save CR Report to SBO

The CR Report is saved under Administration ->Set up -> General -> Report and Layout Manger -> Lost report.

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Agenda

7. Import type

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Basic usage for CR in B1 and Designer.

Import type

There are two types of crystal files which can be imported into SAP Business One: xxx.rpt

xxx.b1p

If creating a crystal report in Crystal Designer and save the file, the file will be saved as rpt file.

If exporting a Crystal Report From SAP Business One Preview, the file will be saved as rpt file.

If exporting a crystal report or a set of crystal reports from SAP Business One via Report and Layout Export Wizard, the file will be saved as b1p file.

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Agenda

7. Import type

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Basic usage for CR in B1 and Designer.

Import from a file

Import a *.b1p File

Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard

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Basic usage for CR in B1 and Designer.

Import from a file

Import as a Report type Crystal Report template

Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import

Define the File location and select Content Type as Report, and define the Menu Selection Form for the report.

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Basic usage for CR in B1 and Designer.

Import from a file

Import as a Layout type Crystal Report template

Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import

Define the File location and select Content Type as Report, and define the Menu Selection Form for the report.

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Agenda

7. Import type

9. Viewing CR Reports / Layouts in SBO

10. Export CR Report / Layout in SBO

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Basic usage for CR in B1 and Designer

Viewing CR Reports / Layouts in SBO Preview External rpt File

Preview with default layout is same as before, as PLD

Preview with non-default layout is same as PLD

Preview CR Report from Administration -> Setup -> General -> Report and Layout Manager.

Note:

• The Preview External

rpt File option is to preview SAP Crystal Reports .rpt files that are saved on your computer but not saved or imported into SAP Business One as reports or layouts. • Only the report which

has no fields linking to company database could be previewed with this option.

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Agenda

7. Import type

9. Viewing CR Reports / Layouts in SBO

10. Export CR Report / Layout from SBO

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Basic usage for CR in B1 and Designer.

-Export CR Report / Layout in SBO

Choose the report/ layout to exported and click Next

User should be able to define location for the exported file

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Agenda

Basic usage for CR in B1 and Designer

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General notes for CR related

1297025 Support scope for Crystal Reports for SAP Business One

1676353 Errors printing with Crystal Reports

1758302 Error while connecting to Crystal

1754548 Page Size and Orientation Settings of Crystal Report Not Saved in SAP Business One

1500777 Optional parameter does not work for crystal report

1555170 Error 'Missing parameter values' printing with CR layout

1595525 Only super user will be able to import/ export/ delete Crystal layouts/ reports

1532509 Cannot import Crystal Report template into SAP Business One

1836406 CR_Replace CR runtime with 2011 SP5 (13.0.5.891)

1705724 New features of SAP Crystal Reports 2011 will not be supported in current SAP Business One versions

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Q&A

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