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Supported Custom report views for estimates (data) (SQL)

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Summary

Sage Estimating SQL version does not have a data dictionary like Sage Estimating Pervasive version. Instead, there are Crystal report tables inside Sage SQL Estimating that can be seen in Microsoft SQL Server Management Studio (SSMS). These fields in SSMS can be used to create custom Crystal Reports. Note: Sage Support is not able to help creating the custom Crystal Reports. Your Business or Channel Partner can help provide a consultant or Sage Support can get you in touch with Professional Services.

Description

Cause

Resolution

Before you Begin:

  • Create a Crystal Report (Any simple report will work)
  • Add the Crystal Report to Report Manager (in the Estimating Management Console)

Note: This process creates the database that you will use below

To find the supported Tables for Sage SQL Estimating:

  1. Launch SSMS (SQL Server Management Studio)
  2. Select the correct SQL Instance
  3. Click on the plus next to Databases
  4. Click on the plus next to the Estimates_ReportDesign_XXX_XXXXX (Where XXX is the domain or work group and XXXXX is the user name)
  5. Click on the plus next to Tables

The data you can access are found in the Report.(table)

Note: These Report Views supported by Sage Estimating and points to data in the SQL database. The reason for this, is so that Sage Estimating Development can change the schema or security of the database without affecting the Crystal Reports already created.



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Related Solutions

Learning about Report Manager (SQL)
How to design a simple Estimate report in Crystal