Posted on Monday April 28, 2014 in Sage HRMS Tutorials by Brandi Clymer.
To attach the crystal report, we’ll need to make sure that we have the reports saved in the correct place. Let’s go see where our data path is. Go under
“Help” > “About Sage Abra Suite” > “Additional Info…” and scroll down to the bottom and it will tell us what our data path is. If we use
windows explorer, we can open that path and see we have some different folders. There is one for each module.
Today we are going to work on the HR module. You want to make sure your report is saved in that folder. Our next step will be to make sure that all our
users have exited out of Abra. After everyone is out, go under “System” and find “Customize Abra Suite Menu.” Under “Activity” we are going to select
“Report” and we can see all of our default report groups on the right. We want to “Add” a new group called “Crystal Reports” and I’m going to add that
as my “Status Bar Message” also and say “OK.”
Now, I have the “Crystal Reports” option over here on the right, and I am going to double click it to add any reports in it that I want. Click “Add” and
in the drop-down menu of “Reports” I can see all of the reports that are in that HR folder under custom reports that we were just looking in. I’m going
to pick the “Age Listing” and “Benefit Letter” but you can pick as many reports and drag them for the order you’d like. When you’re done click “OK”
and the system will tell us that we need to rebuild system files. Say “Yes” so that the next time you log in you can see your customizations.
The rebuild system files just finished, and now I have logged back. Go to “Reports” and under the “Employee” section there is now a tab for “Crystal Reports”
which shows the “Age Listing” and “Benefit Letter” reports from earlier. One thing to keep in mind is if you have security set and someone cannot see
this group or the reports, you may need to adjust their security so that they can see them.
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