Add a crystal report to the Sage HRMS menu

Save custom Crystal reports in the Crystal report folder for the selected product. (Example: C:\ProgramData\Sage\SageHRMSServer\Data\Custom Reports\HR)

Crystal Reports must be present in a product folder under the Data Directory path before adding the reports below.

How to add a custom Crystal Report to the Sage HRMS reporting menu:

1. Logged on to Sage HRMS as the Master user or a member of the Master user security group.
2. Ensure all Sage HRMS users exit the program via the Who's Online icon.
3. From the Navigation Pane: Select Setup, System and Customize Menu.
4. On the Customize Menu Panel:
   1. Select a product and report choose “All” for Group.
   2. Leave Submenu blank.
   3. View the report groups on the right.
5. To add a group, click Add. The Customize Groups dialog box opens.
6. Enter a name for the new group in the Report Group field (for example, Crystal Reports).
7. Enter a message in the Status Bar message text box. (This message appears in the Status Bar when you hover over a report group. If left blank, it defaults to the report group name.)
8. Click 'OK' to save changes and close the dialog box.
9. Select the new group from the Group dropdown list or click it from the report window. (The list on the right shows all the reports in the group. Initially, there’s none).
10. To add a report, select Add.
11. The Customized Reports dialog box opens, letting you select reports from the product’s Custom Reports folder (example: HR, Payroll, or Attendance).). To add a custom Crystal to an HR report group, save it in the HR Custom Reports folder.
12. Click 'OK' to save your changes and close the dialog box.
13. If desired, add more reports to the group.
14. The system prompts you to rebuild system files after you add a report. (This Process is necessary for the Sage HRMS menu to update and show the new report).