How to print a Crystal Report in Sage 50 – For older versions of Sage 50 to print a Crystal Report in Sage 50, you must preview the report and print using a Crystal Reports license. If you currently have a license for Crystal Reports and Sage 50 then follow these simple steps to print a Crystal Report in Sage 50:
In Sage 50, select Reports, Crystal Reports from the main menu.
Highlight Vendor Detail List and click the Preview button or double-click Vendor Detail List.
Click OK to continue. The report opens in Crystal Reports.
Select Report, Refresh Report Data to ensure that the report is displaying the most recent information.
Ensure that Use current parameter values is selected and click OK. The report refreshes.
Select File, Print, Printer.
A message appears, asking if you would like to use the default printer. Select Yes. Then, click OK to print the report. One page of the report is shown on the next page
Yes, Crystal Reports is one way to extract data from Sage 50 and we can train you on the process. You would not need to have the product prior to the training. However, we have found that on-line training without the ability to immediately practice what has been demonstrated has a lower retention rate. You will also need to gain experience by practicing. The final element is to be able to find the appropriate data tables and fields to retrieve the data for use within those reports.
Please note, that although Crystal Reports can still be used with Sage 50, Sage has not included Crystal Reports as part of the Sage 50 product since 2014. A license has to be purchased separately. It is generally not recommended as the external report writer of choice unless reports were created prior it’s being removed from the product. It is most often required when these reports are still needed or new reports are required that cannot be created using the currently support Sage Intelligence external report writer.
Sage 50 Advanced Reports Options
Choose printing preference
The first step is to confirm the types of reports that you are expected to produce. This will confirm that Crystal Reports in the most appropriate choice for those reports. Other reporting options include
The built in report designer
Financial statement designer
Built in forms designer
Print a Crystal Report in Sage 50
If Crystal is the most appropriate choice for an external report writer, I would be glad to set up an online training session for you. It is always helpful to know the reports you wish to produce, so I can choose one as example during training to give you experience in determining the tables and fields to create a specific report.
Give us a call 800.475.1047
Sage 50 data tables for use with Crystal Reports
Journal Header Fields
The following field information is intended to assist those who design reports for Sage 50 using Crystal Reports.
JRNLHDR.DAT has one record for each transaction entered in Sage 50. There is a one-to-many relationship between header records and row records. Each header record can have any number of related rows.
Note: Memorized Transactions are stored in StoredTransHeaders.DAT. All the field names are the same as in JrnlHdr.DAT.
Indexes and Their Uses
JRNLHDR.DAT has 22 keys, as follows:
0 = By JournalKey (Shadow, Journal, Period, TrxNumber, Partner.
1 = By PostOrder
2 = By Posted and then by PostOrder
3 = By LedgerKey (Module, CustVendEmpID, Date, and then by PostOrder
4 = By Reference
5 = By Date
6 = By Journal, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder..
7 = By JournalKey_Journal, then by JrnlKey_Per, and then by Reference.
8 = ByGUID
9 = By Journal, then by Reference.
10 = By Journal, then by Completed Date
11 = By ReceiptNumber
12 = By Journal, then by MainAccount, then by Deposit Ticket, and then by Date
13 = By Journal, then by Extended JournalType, then by Date, then by Reference, then by CustVendEmpID, and then by PostOrder
14 = By Journal, then by Date, and then by PostOrder
15 = JrnlHdrByJrnlCVEReference
16 = JrnlHdrByElectronicDateSent
17 = By Recur Number, By Date
18 = By JournalEx, then by Date, then by Reference, then by LedgerKey.RecordNumber, and then by PostOrder
19 = RecurNumber
20 = JrnlHdrByElectronicDateSent
21 = By JournalKey_Journal, then by CustVendId, and finally by Date
22 = ByLedgertKeyModule, then by CustVendEmpID and then by Date
Crystal Reports can be previewed from Sage 50 when the report is displayed in the Crystal Reports Viewer. The viewer automatically refreshes a report when opened, but refreshing the report ensures that the most recent data appears on the report preview. Follow these steps to see how easy previewing a Crystal Report in Sage 50 using the Crystal Reports Viewer is!
In Sage 50, select Reports, Crystal Reports from the main menu. The Select a Report window opens.
In the Report List, highlight Vendor Balance Graph v9and click the Preview button or double-click Vendor Balance Graph v9. Crystal Reports for Sage 50 starts.
Refresh Report Data to ensure that the report is displaying the most recent information by selecting the Refresh Icon (lightning bolt).
Once you have finished previewing the report, select Close to close the Crystal Reports Viewer window and return to Sage 50.
Click Close to return to the Sage 50 desktop.
Learn More about Crystal Reports and Sage 50.
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
Which premium Crystal Reports are included in in Sage 50?
Premium Crystal Reports included in Sage 50 include:
Assembly Item UPC_SKU Label
Using UPC/SKU (Universal Price Code/Stock Keeping Unit) labels can help you keep track of your inventory more accurately. The individual components you purchase from vendors may already contain their own UPC/SKU labels. However, you can use the Assembly Item UPC_SKU Label report to create labels for the finished products once the items are fully assembled. The labels include the following information:
This report displays details for a specified assembly, including the number of components needed, available, and on hand for the assembly. This report is helpful if printed before beginning the production of an assembly because it provides the status of the necessary components. The report includes the following fields:
Quantity on Hand
Component Pick List
This report displays an itemized list of the locations and quantities of all components required for the specified assembly item. It is helpful to run this report right before you are about to assemble an item. The report includes the following fields:
Deficient Components List
This report is useful for viewing which bill of material components of an assembly are in shortage. By seeing which components you’re missing, you’ll know which components you need to order before you can create the assembly. The report shows the following fields:
Quantity on Hand
Item Sales by Customer and Purchase Order Number
This report displays item sales, sorted by customer purchase order number. This report was designed to provide an alternate method for looking up sales orders and invoices— sorted by the customer, then the customer purchase order number, and then by the sales order or invoice number. The report displays the following fields:
On Hand Detail Report
This report displays detailed purchase information for inventory items that have a LIFO or FIFO costing method. The information in this report can be used to show how inventory has been valued. The On Hand Detail report displays the following fields:
This report displays the assembly items on open sales orders, and is sorted by the Ship By Date. This report is designed to help you meet shipping deadlines by showing which assembly items need to be manufactured, and the order in which they need to be shipped. The report displays the following fields:
Ship By Date
Sales Order No
Stock Status by Location
Stock Status report, but includes the current quantities on sales orders and purchase orders in addition to the current quantity on hand. It also shows the history of the item (the quantity sold, received, and adjusted in the specified date range). The report displays the following fields:
Sage 50 Crystal Reports Support – 800.475.1047 – Support – Training – Consultants – Reseller
Are you new to Sage 50 Accounting? Do you have support questions after you have upgraded or do you need help updating a crystal report and do not understand the Sage 50 data base file structure.
Sage Customer Support does not provide assistance for issues related to third party products or enhancements, hardware, report customization, state or federal tax-related questions, or specific accounting questions. Please contact your Sage Business Partner, network administrator, or accountant for assistance. Please review this document for additional information on the scope of Sage Customer Support Services.
Beginning with 2015 access to Crystal Reports is no longer available from within Sage 50 software. Sage Software does not provide support for 3rd party add-ons such as Crystal Reports when being used with Sage 50. However, we have been providing support for this product for over 25 years and are experienced to get you back on track.
With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.
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