Calling Crystal Reports from Microsoft Dynamics GP

In this demo we will demonstrate how to create a sample crystal report for a GP database and then how to attach it to GP as a link.

Creating a Report

  • Go to File>>New>>Standard Report or press Ctrl+N .
  • Now a new window “Standard report creation wizard” will open.

  • Click on Create New Connection to get Tables or Stored Procedure.
  • I am using MS SQL server to get Data for report there for I select “OLE DB (ADO)”. Click on it.

  • Another window will open. Select your data provider.

  • Click Next and then Click Finish.
  • As you can see our database is now connected.
  • Next, select the table you wish to use in the report. In this example we are using the Customer Master Table.

  • After you have selected your table, click next. Now you can see the table’s fields.

  • Select all table or specific fields by clicking the “>” button and then click next.
  • Now select Group By Fields so your data report is better arranged.

  • Click next and go to the Template selection. I am using “Block (Bue)” for the report.

  • And click finish. In few seconds you have your final report.

  • Save the report.

 

Calling a Report from MS Dynamics GP

  • Open MS Dynamics GP

  • Go to the HOME navigation pane & right click.

  • Select Add > External Shortcut.
  • Click on the Browse button.

  • Select the appropriate file.

  • Enter Name and click the “Add” Button, then click “Done”.

  • Your Report will appear in the Home Navigation Pane.

Add a report in Quick link

  • Go to Quick Link and click on the Change Details button.

  • This will open the Quick Link Detail window

  • Click on the Add button > External Program or File.
  • The add External Program window will open.

  • Click on the Browse button.
  • Select the appropriate File.

  • Enter the Name & click ok.

  • The report will now be added to Quick Links

  • Click on report. And you are finished!

 

July 22, 2014

Questions?

Email [email protected] with any questions you have pertaining to this course.

Follow Dynamics 101



About D101 Academy

Dynamics101.com is a Rand Group Knowledge Center intended to provide our clients, and the Microsoft community, with on-demand training.

Should you require personalized support for your business, Rand Group offers a variety of Business Advantage support plans to fit your business' needs.

View Rand Group's Microsoft support options.

top
New CPE Accredited Courses Now Available for Dynamics AX, GP, and NAVEARN CREDITS TODAY