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How to use SAP Crystal Reports with release Sage 50—U.S. Edition 2015 or higher

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Summary

Cannot access SAP Crystal Reports in Sage 50–U. S Edition 2015 or higher Crystal Reports missing How to use Crystal Reports with Sage 50 2015 How to use Crystal Reports with Sage 50 2016 How to connect company data to Crystal Reports with Sage 50 2015 or higher What version of Crystal Reports works with my product?

Resolution

CAUTION: Sage Customer Support does not assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Please get in touch with your Sage business partner, network administrator, or accountant for assistance. Please refer to our Scope of Support document for details.


Note:

  • Beginning with Release 2015, Crystal Reports is no longer accessible from within Sage 50—U.S. Edition
  • Custom Crystal Reports reports can still be used with Sage 50, but must be opened from the Crystal Reports application
  • Upgrading to Release 2015 does not remove the Crystal Reports files (.RPT files) from your company directory
  • To use customizable reports from within Sage 50, it is recommended to utilize Sage 50 Intelligence Reporting
  • SAP Crystal Reports can be purchased at http://www.crystalreports.com

Section I: 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. The user name 'Peachtree' cannot be changed
  8. Select Change
  9. Enter the desired New password. This password must be exactly 7 characters long and include a number.
  10. Select OK.
  11. Select Close.

Section II: 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 will need to click Make New Connection.

  1. Check Use Data Link File.
  2. Select Browse button at the end of the Microsoft Data Link File box.
  3. Browse to your company directory, select CrystalReports.udl, and then click OK.
  4. Select Next.
  5. Enter User ID (Peachtree), and then enter your Password.
  6. Select Finish
  7. Select Update

Section III: Connecting Sage 50 company data to Crystal Reports

  1. If company data is still not populating in the report, open up custom report in crystal reports.
  2. Browse to Database, Database Expert.
  3. Browse out to the OLE DB (ADO) connection setup earlier and select it.
  4. Check Use Data Link File, and then then browse out to location of 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 password for user ID; click Next and then Finish.
  7. Verify that custom crystal report loads up data from company in Sage 50.

Note: For assistance with Crystal Reports, see Article ID 73840: DocLink: Where can I get help or training for SAP Crystal Reports?.

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