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How to use SAP Crystal Reports

Created on  | Last modified on  Highlight Matches

Summary

How to install and connect SAP Crystal Reports with Sage 50 Accounting 2015 or newer.

Resolution

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

 NOTE: You can purchase SAP Crystal Reports at http://www.crystalreports.com 

1. Install Sage 50 Data Functions

  1. Open your company.
  2. Select Maintain, Users, Setup Security.
  3. Select the Data Access/Crystal Reports tab.
  4. Select Install Sage 50 Data Functions.
  5. Select OK on the confirmation message.
  6. Under Access From Outside Sage 50, select With the following login information.
  7. Keep the user name Peachtree.
  8. Select Change.
  9. Enter the desired New password. This password must be exactly seven characters long and include a number.
  10. Select OK.
  11. Select Close.

2. Set Up Crystal Reports Connection

  1. Open Crystal Reports Designer.
  2. Select Blank Report.
  3. Expand Create New Connection.
  4. Expand OLE DB (ADO).
     NOTE: If an OLE DB (ADO) connection already exists, you’ll need to click Make New Connection. 
  5. Check Use Data Link File.
  6. Select Browse button at the end of the Microsoft Data Link File box.
  7. Browse to your company directory, select CrystalReports.udl, and then click OK.
  8. Select Next.
  9. Enter User ID (Peachtree), and then enter your Password.
  10. Select Finish.
  11. Select Update.

3. Connecting Sage 50 company data to Crystal Reports

  1. If company data is still not populating in the report, open up a custom report in crystal reports.
  2. Browse to Database, Database Expert.
  3. Browse out to the OLE DB (ADO) connection set up earlier and select it.
  4. Check Use Data Link File, and then browse to the CrystalReports.udl file in Microsoft Data Link File.
  5. Uncheck Use Data Link File, and then select Pervasive PSQL OLE DB Provider under Provider.
  6. Select Next, and enter the password for user ID; click Next and then Finish.
  7. Verify that the custom crystal report loads up data from your company in Sage 50.

Related Solutions

Where can I get help or training for SAP Crystal Reports?