Crystal Reports Basics Created by: Apple Liu SAP Business One Product Support 2 nd Apr. 2013 SAP 2008 / Page 1 SAP 2008 SB BU EMT Monthly Report / Jochen Stuber, Christina Holzgrefe / Page 1
Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 2
Crystal Reports (CR) Overview Crystal report (CR) Introduction The SAP Business One 8.8 family provides integration with the Crystal Reports software, version for the SAP Business One application, allowing you to create, view, and manage reports and layouts. The key features of the integration include: Crystal Reports Viewer A fully integrated component of SAP Business One client that lets you view reports and layouts that are created with the Crystal Reports software. It works standalone no connection with designer. Report and Layout Management Master Layouts Crystal Reports software, version for the SAP Business One application(designer) Accessibility of Source Documents SAP Business One versions (8.8, 8.81, versions equal to or lower than 8.82 PL10) only support SAP Crystal Reports 2008. From 8.82 PL11, SAP Crystal Reports 2011 is supported. SAP 2008 / Page 3
Crystal Reports (CR) Overview How Crystal report Preview /Designer look like Crystal Reports Designer Integration with SBO SAP 2008 / Page 4
Crystal Reports (CR) Overview Crystal file could be started in B1 system via highlight the file in Report and Layout Manager and click Edit SAP 2008 / Page 5
Crystal Reports (CR) Overview You can also open Crystal Designer directly by double clicking an existing crystal file (*.rpt file). SAP SAP 2009 2008 / Page Page 6
Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 7
Installing SAP Crystal Reports for SAP Business One You do not need to install the SAP Crystal Reports viewer or Crystal Report 2008/CR2011 runtime in a separate procedure. They will be installed together with SAP Business One 8.82 client, It is an integral part of the SAP Business One 8.82 client.. Installation for Patch Level 11 and Higher As of SAP Business One 8.82 patch level 11, you must install SAP Crystal Reports 2011 to use SAP Business One data sources and have the Add-ins menu available in the SAP Crystal Reports designer. To ensure that the SAP Business One data sources and the Add-ins menu are available in the SAP Crystal Reports designer, you must install the Crystal Reports integration component separately. The integration package script Business One Crystal Report Integration Package.exe is located in the Packages\SAP CRAddin Installation folder of the SAP Business One product DVD. For more information, see the Administrator's Guide that is provided on the SAP Business One product DVD. SAP 2008 / Page 8
Installing SAP Crystal Reports for SAP Business One You need follow the installation sequence for CR 2008/2011 and B1 client as below: 1. On the SAP Crystal Reports DVD that is provided with SAP Business One 8.82, locate and run the setup file SAP Crystal Reports 2008 SP05/CR2011. 2. Install SAP Business One 8.82. Installation Requirements and Checklist SAP 2008 / Page 9
Installing SAP Crystal Reports for SAP Business One After installing Crystal report and Business One client, CR runtime and CR for SAP B1 will be displayed as below in program and features list. Crystal Report 2008 Crystal Report 2011 Note : Crystal Report 2011 support both 32-bit and 64-bit system SAP 2008 / Page 10
Installing SAP Crystal Reports for SAP Business One Build version of Crystal Report 2008 BuildVersion =12.1.3.1028 CR 2008 SP1 FP 3 CR 2008 SP3: BuildVersion = 12.3.0.601 CR 2008 SP3 FP 3.1: BuildVersion = 12.3.1.684 CR 2008 SP5 : BuildVersion = 12.5.0.1190 CR 2011 SP00 FP4 : BuildVersion = 14.0.4.738. SAP 2008 / Page 11
Installing SAP Crystal Reports for SAP Business One Where to find the related documentation and installation files. Visit landing page of SAP CRYSTAL REPORTS 2008/2011 You can: Find more documentation about CR for B1. Download Crystal Report Download sample Crystal Report and Layout.. Down load Crystal Report 2011 Go to link https://websmp110.sap-ag.de/sbo-swcenter SAP Business One Products>Installations>SAP CRYSTAL REPORTS FOR B1>CRYSTAL REPORTS 2011 FOR B1 Download the Crystal Report Runtime from SAP Business Object community Network. http://scn.sap.com/docs/doc-27917 SAP 2008 / Page 12
Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer. General notes for CR related. SAP 2008 / Page 13
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 14
Basic usage for CR in B1 and Designer. Data source Connections ODBC data source -- Classic Data source connection OLE DB data source -- Classic Data source connection CRDB data source -- SAP Business One Connection Multi data sources SAP 2008 / Page 15
Basic usage for CR in B1 and Designer. Data source Connections ODBC data source SAP 2008 2007 / Page 16
Basic usage for CR in B1 and Designer. Data source Connections OLE DB data source SAP 2007 2008 / Page 17
Basic usage for CR in B1 and Designer. Data source Connections CRDB data source SAP 2007 2008 / Page 18
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 19
Basic usage for CR in B1 and Designer. Update current Data source Connections Go to Crystal Report Designer, select Database>Set datasource location Select a existing connection under My connection in Replace with window or Create new connection. Then click on update. SAP 2008 2007 / Page 20
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 21
Basic usage for CR in B1 and Designer. Create a CR Layout Select via Field Explorer under View in the Tool Bar and drag it to the layout.
Basic usage for CR in B1 and Designer. Create a CR Layout Field explorer-> Parameters->new, and add an number type parameter with name DocKey@. We need choose field OINV.DocEntry and then Click on Report->Select Expert->Record and, set it is equal to the parameter that you defined above.
Basic usage for CR in B1 and Designer. Create a CR Layout Input DocEntry to specific the preview document number. Parameter that we set here just like a query condition as Where docentry = ***. It is important to note that a Crystal Reports.rpt file that you want to define as a layout in SAP Business One must contain a parameter with the DocKey@ token. For more information about token please refer to How to Work with Crystal Reports in SAP Business One
Basic usage for CR in B1 and Designer. Create a CR Layout Go to File->Save to save the Crystal report template. Define a File name for the Layout, and the layout will be saved locally.
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 26
Basic usage for CR in B1 and Designer. Create a CR Report Try to create a new CR template and drag the related fields from related tables.
Basic usage for CR in B1 and Designer. Create a CR Report By using Group function the fields on the report could be grouped Select an Available Fields to Group By
Basic usage for CR in B1 and Designer. Create a CR Report Select a field and click on insert->summary, you can summary the report. Group total Grand total
Basic usage for CR in B1 and Designer. Create a CR Report Go to Format ->Highlighting Expert to use Highlight function to highlight values based on a condition Define all the necessary fields. SAP 2009 / Page 30
Basic usage for CR in B1 and Designer. Create a CR Report Go to File->Save to save the Crystal report template. Define a File name for the report, and it will be saved locally.
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 32
Basic usage for CR in B1 and Designer Preview the Layout/Report in B1 Go to Add-in-> SAP Business One->Preview in SAP Business One You can then preview the report/layout in Business One application.
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 34
Basic usage for CR in B1 and Designer. Save CR Layouts to SBO After Designing a Layout/Report in Crystal Report Designer Click on Add-in ->SAP Business One ->Save Input necessary information for server and company for connection.
Basic usage for CR in B1 and Designer. Save CR Layouts to SBO Go to Add-in ->SAP Business One ->Save If you cannot identify the document type, you can go to the layout designer selection Criteria window, click on the list to check it.
Basic usage for CR in B1 and Designer. Save CR Layouts to SBO The CR Layout is saved in the Layout Designer of the related document.
Basic usage for CR in B1 and Designer. Save CR Report to SBO The CR Report is saved under Administration ->Set up -> General -> Report and Layout Manger -> Lost report. Go to Manu Location and allocated the Report location.
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 39
Basic usage for CR in B1 and Designer. Import type There are two types of crystal files which can be imported into SAP Business One: xxx.rpt xxx.b1p If creating a crystal report in Crystal Designer and save the file, the file will be saved as rpt file. If exporting a Crystal Report From SAP Business One Preview, the file will be saved as rpt file. If exporting a crystal report or a set of crystal reports from SAP Business One via Report and Layout Export Wizard, the file will be saved as b1p file.
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 41
Basic usage for CR in B1 and Designer. Import from a file Import a *.b1p File Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard
Basic usage for CR in B1 and Designer. Import from a file Import as a Report type Crystal Report template Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import Define the File location and select Content Type as Report, and define the Menu Selection Form for the report. Click on Finish SAP 2009 / Page 43
Basic usage for CR in B1 and Designer. Import from a file Import as a Layout type Crystal Report template Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import Define the File location and select Content Type as Report, and define the Menu Selection Form for the report. Click on Finish If you cannot make sure the document type, you can go to the layout designer selection Criteria window, click on the list to check it. SAP 2009 / Page 44
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 45
Basic usage for CR in B1 and Designer Viewing CR Reports / Layouts in SBO Preview External rpt File Preview with default layout is same as before, as PLD Preview with non-default layout is same as PLD Note: The Preview External rpt File option is to preview SAP Crystal Reports.rpt files that are saved on your computer but not saved or imported into SAP Business One as reports or layouts. Only the report which has no fields linking to company database could be previewed with this option. Preview CR Report from Administration -> Setup -> General -> Report and Layout Manager. SAP 2008 / Page 46
Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout from SBO SAP 2008 / Page 47
Basic usage for CR in B1 and Designer. -Export CR Report / Layout in SBO Choose the report/ layout to exported and click Next User should be able to define location for the exported file Since 8.82 PL11 or above, you can export the report or layout from preview. SAP 2009 / Page 48
Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 49
General notes for CR related 1297025 Support scope for Crystal Reports for SAP Business One 1676353 Errors printing with Crystal Reports 1758302 Error while connecting to Crystal 1754548 Page Size and Orientation Settings of Crystal Report Not Saved in SAP Business One 1500777 Optional parameter does not work for crystal report 1555170 Error 'Missing parameter values' printing with CR layout 1595525 Only super user will be able to import/ export/ delete Crystal layouts/ reports 1532509 Cannot import Crystal Report template into SAP Business One 1836406 CR_Replace CR runtime with 2011 SP5 (13.0.5.891) 1705724 New features of SAP Crystal Reports 2011 will not be supported in current SAP Business One versions SAP 2009 / Page 50
Q&A? SAP 2009 / Page 51
Thank you! SAP 2008 / Page 52 SAP 2007 / Page 52