Crystal Reports: Basics

Sep 15, 20162 likes2,228 views

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.

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

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

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

| 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 . . .

| 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.

| 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?

| 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

| Employer Solutions
Reports > System Reports > Data Dictionary

| Employer Solutions
“Top 40 Tables”
• PE HR ‘Master’ table
• BE Employee Benefits
• AT PTO Transactions
• DE Dependents
• TKPE (Some) Custom Screen Fields
• SK Skills

| Employer Solutions
Sketch Out What You Want
• Tables
• Fields
• Group by
• Sort By
• Include Exclude
• Format (printing or export)

| 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
(Optional)
Record
Selection
Template
(SUPER
Optional!)

| Employer Solutions
Finishing Up the Report
• Saving
• With Data
• Without Data
• Often!
• Printing and Preview
• Export
• .PDF
• .CSV
• .XLS

| Employer Solutions
Next Steps
•Report ‘Pretty-fication’
•Options Report Options
•Multiple Table Reports
•Parameters
•Advanced Formulas

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
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If we were building a GenAI stack today, we'd start with one question: Can your retrieval system handle multi-hop logic? Trick question, b/c most can’t. They treat retrieval as nearest-neighbor search. Today, we discussed scaling #GraphRAG at AWS DevOps Day, and the takeaway is clear: VectorRAG is naive, lacks domain awareness, and can’t handle full dataset retrieval. GraphRAG builds a knowledge graph from source documents, allowing for a deeper understanding of the data + higher accuracy.

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