The Unofficial Guide to Creating Reports In Crystal using your Pastel Data

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1 The Unofficial Guide to Creating Reports In Crystal using your Pastel Data This version of the ebook is an example version only. It contains only a sample of pages from the full ebook. These pages may not be consecutive. The full ebook comes complete with the following: - Over 250 pages of example reports, with formulas and creation tips Fully completed reports in Crystal 8.5 format Pervasive DDFs that can be used to report on unposted Journal, Cash book and Inventory journals Single Workstation license to run a crystal report against any unposted Cashbook or Journal batch. See the content pages within this example for a full listing of example reports included. To Order your full version of the ebook contact PDI Spirit SA Tel: int + 27 (0) Fax: int + 27 (0) sales@pdispirit.co.za Http: // UK & Rest of the World Tel: int +44 (0) Fax: int +44 (0) sales@pdispirit.com Http: //

2 The Unofficial Guide to Creating Reports in Crystal using your Pastel Data

3 Creating Reports in Crystal using your Pastel Data by Simon Blackwell Simon Blackwell, founder of PDI Spirit, has been creating reports since 1994 and running beginner and advanced training in Crystal Reports since Reports have been written and applied against many different datasources, including Oracle, SQL, dbase, MS-Access as well as writing reports to enhance client use of the Pastel Accounting range. Simon has been working with Pastel since Version 4 with just a brief relationship with Pastel's 3.5 dual DOS and Windows Version. The Pastel knowledge has grown from technical support, to consulting and development of associated applications for use with Pastel Accounting. PDI Spirit was formed in 2000 to promote and develop new Pastel Add-ons and to develop the transport parcel applications that Simon has been developing and maintaining since the early 1980's. We hope you find the information contained within this ebook helpful and informative in creating reports using crystal specifically against the Pastel Accounting data tables. This guide is not intended to replace one of the Crystal training courses, but to assist in the creation of reports specifically against your Pastel Accounting database. The guide gives step by step creation guides to some simple reports that will help you develop your Crystal skills and get the most out of your Pastel data.

4 Creating Reports in Crystal using your Pastel Data This ebook is licensed to the original purchasers only. Duplication or distribution via , floppy disk, network, printout or other means to a person other than the original purchase is a violation of International copyright law and subjects the violater to fines and/or imprisonment. Copyright 2002 by Simon Blackwell and PDI Spirit. All rights reserved. No part of this ebook may be reproduced in any form, by any means (including electronic, photocopying, recording or otherwise) without the prior written permission of the publishers. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, nor for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused, or alleged to have been caused, directly or indirectly by this document. Registered to: Name: Company: Address 1: Address 2: Town: County: Postcode/Zip Code: Country: Serial No: Telephone No: Fax No: No: Only the Registered User is allowed to use this ebook. Any copying or use by a third party, other than the registered user breaks the above copyright and WILL result in prosecution.

5 4 Creating Reports in Crystal using your Pastel Data

6 Contents I Table of Contents Part I Introduction 6 Requirements... 6 Part II Pastel 8 Available Tables... 8 Document Numbers Additional Document Numbers Pervasive / Btrieve DDF files Part III Planning your Report 14 Designing your report Designing your report - Paper template Part IV A Simple Customer Report 17 Step 1 - Creating a new report Step 2 - Report Gallery Step 3 - Data Explorer Step 4 - Crystal Design Area Step 5 - Inserting a new Field Step 6 - Fields Inserted (Save and Run) Step 7 - Your First Report Step 8 - Resizing Step 9 - Formatting Step 10 - Moving / Guidelines Step 11 - Inserting Text Step 12 - Grouping, Sorting, Summing Sorting Grouping Summaries Step 13 - Adding and Linking Tables Adding new Tables Linking Tables Step 14 - Adding the currency description Step 15 - Adding Formulas Step 16 - Sales Balance Step 17 - Outstanding Balance Step 18 - The Balance Formula Step 19 - Adding the Currency Symbol

7 II Creating Reports in Crystal using your Pastel Data Step 20 - Adding the Home currency Symbol Step 21 - Highlighting with colour Step 22 - Final Formatting: Boxes, Lines & Images Step 23 - Formatting: Special Fields Step 24 - Summary My First Report Part V Crystal Report Data Results 61 Crystal Reports Part VI Setting Data Location 63 Setting Data Location Re-Verify Part VII Transaction Report 69 A Transaction Report Step 1 - Required Tables Step 2 - Visual Linking Step 3 - Inserting the Fields Step 4 - Formatting Step 5 - Selecting Records Step 6 - Adding a Group Level Step 7 - Period Selection Step 8 - Totaling the Amount Step 9 - Formatting Step 10 - Some formulas Formatting the GL Account No. Entry Type Description Opening Balance Running Total / Cumulative Balance Running Total including Opening Balance Some final formatting A final tidy up In Summary Part VIII Orders Report 104 Outstanding Sales Orders Step 1 - Required Tables Step 2 - Visual Linking Step 3 - Main Fields Step 4 - Grouping & Summaries Step 5 - Redunant Fields

8 Contents III Step 6 - Selection Formula Step 7 - Physical Inventory Lines Step 8 - Improved Formatting Step 9 - Your Formatted Report Step 10 - Final Formatting Step 11 - Stock Level Adjustments to the Report Part IX Simple Invoice 121 Creating an Invoice Layout Invoice Detail Invoice Page Breaks Invoice Page Header Header Results Invoice Footer Footer Results Final Results Part X Supplier Remittance 134 Supplier Remittance Supplier Remittance - answers Selecting records and Parameters Example Output Sub Report - Invoice details Supplier - Remittance Final Preview Part XI Letter 151 A letter Letter - 1st Stage Calculating an overdue balance Customer Transactions Overdue Balance Showing the Total Amount Overdue Suppressing the unrequired letters Final Preview Part XII Age Analysis 169 Age Analysis Design Results Aging Columns Summing the Aging Columns

9 IV Creating Reports in Crystal using your Pastel Data Running Totals Running Totals - Increment Running Totals - Display Formulas Age Analysis with Totals & Titles Hide paid transactions and zero outstanding Final Preview Part XIII Journal / Cash Book Reporting 191 Journal / Cash Book Reporting Batch Reporting Utility Part XIV Batch Journal 195 Batch DDF's Select DDF Pastel Batch DDF Pastel Batch Formulas Pastel Batch Running Totals Pastel Batch Overall Totals Pastel Batch Cross Tab Final Preview Part XV Stock Transfer Report 213 Inventory / Stock Transfer Journal Report Internal Transfer Report Internal Transfer - Special Grouping Internal Transfer - Store Address Internal Transfer - Watermark Final Preview Part XVI Pervasive ODBC 229 Pervasive ODBC - Setup Crystal Report via ODBC Crystal Report - SQL Pervasive SQL Part XVII Conculsion 239 Index 240

10 PDI Spirit - info@pdispirit.com - website:

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