How to create a custom Crystal report using the Reporting module
Description

The default formula for a new report is as follows:

  • {SFA_Company_Information.Company Name} = "" and (The Company name which was open when the report was created)
  • {Depreciation_Asset_Information.Extension} >= 0 and (Prevents Deleted and original asset of a Transfer from appearing on the report)
  • {SFA_Asset_Selection.Depreciation} and (Excludes assets entered into the Sage Fixed Assets-Tracking)
  • not ({Depreciation_Asset_Information.Creation Code} in ["V", "U"]) and (Excludes assets that where partially transferred as a disposal)
  • {Depreciation_Asset_Information.Activity Code} <> "J" (Excludes the original asset of a partial disposal)

Note: These criteria will pull the same assets as any non-date sensitive Standard Report (i.e., Net Book Value or Depreciation Summary).
Note: By manipulating this formula, i.e., changing {Depreciation_Asset_Information.Activity Code} <> "J" to {Asset_Information.Activity Code} = "A" will
   change the assets which appear on the report to be only Active assets.

For more information, see the Sage Fixed Assets Reporting User guide.

Cause
Resolution
To start a new report, in Sage Fixed Assets-Depreciation:


  1. Go to Reports, Reporting, Create New Report.
  2. Enter the Report Title, enter a File Name for the report.
  3. Click Create Report.

Note: Crystal Reports 2016 for Sage will open to the Preview tab on a default report. This report only includes the System Number and Extension of all assets in the company.

To add a field to the report from Field Explorer:

Note: If you don’t see Field Explorer in Sage Fixed Assets-Reporting, go to View, Field Explorer.

  1. Go to the Design tab (located near the top-left corner of the report window).
  2. In the Field Explorer pane (far right): Click the plus sign (+) next to Database Fields.
  3. For Sage Fixed Assets-Depreciation fields: Click the + next to Depreciation_Asset_Information.
  4. Drag and drop the desired fields from the list into the Details line of the design view.

To change the assets which appear on the report, use the Select Expert:

  • Go to Report, Select Expert


[BCB:165:Chat Fixed Assets US:ECB]



Steps to duplicate
Related Solutions

How to install Crystal Reports - Single User 2018.1 or higher

How to install Reporting Server and client for Version 2018.1 and higher