How to create a custom Crystal report in Sage Fixed Assets Depreciation

Description

• How to create a custom report in FAS Asset Accounting 2008.2 or higher?
• Report Helper is missing.
• Create Report does not open the Report Helper.
• Field Explorer is not displayed in Crystal XI.
• How to create a custom report in FAS Asset Accounting 2008.2?
• How to create a custom report in FAS Asset Accounting 2009.1?
• How to make a new report in Crystal XI?
• How to add a new report for Crystal 11?
• How to add a new custom report in FAS Report Writer for version 2008.2?
• How to add a column to a custom report in Crystal XI?
• How to add a field to a custom report in FAS Report Writer for version 2008.2?
• How to create a new Crystal Report?
• How to create a new custom report?
• How to create a custom report in Sage Fixed Assets Reporting?

Resolution

To start a new report, in Sage Fixed Assets-Depreciation:

• Go to: Reports, Reporting, Create New Report, enter the Report Title, enter a File Name for the report, click Create Report.
  NOTE: Crystal Report 2011 for Sage will open to the Preview tab on a default report that only includes the System Number and Extension of all assets in the company.

In Sage Fixed Assets-Reporting (Crystal Reports 2011 for Sage):

• To add a field to the report from Field Explorer:
  NOTE: If Field Explorer is not displayed in Sage Fixed Assets-Reporting, go to View, Field Explorer.
  1. Go to: the Design tab (located near the top-left corner of the report window.)
  2. In the Field Explorer pane (far right): Click the plus sign (+) next to Database Fields
     • For Sage Fixed Assets-Depreciation fields: Click the + next to Depreciation_Asset_Information.
  3. Drag and drop the desired fields from the list into the Details line of the design view.
• To change the assets which appear on the report, use the Select Expert:
  1. Go to: Report, Select Expert.
        NOTE: The default formula for a new report is as follows:
        {SFA_Company_Information.Company Name} = “” and (The Company name which was open when the report was created)
        {Depreciation_Asset_Information.Extension} >= 0 and (Prevents Deleted and original asset of a Transfer from appearing on the report)
        {SFA_Asset_Selection.Depreciation} and (Excludes assets entered into the Sage Fixed Assets-Tracking)
        not ({Depreciation_Asset_Information.Creation Code} in [“V”, “U”]) and (Excludes assets that where partially transferred as a disposal)
        {Depreciation_Asset_Information.Activity Code} <> “J” (Excludes the original asset of a partial disposal)
        Note: This criteria will pull the same assets as any non-date sensitive Standard Report (i.e. Net Book Value or Depreciation Summary).
        Note: By manipulating this formula, i.e. changing {Depreciation_Asset_Information.Activity Code} <> “J” to {Asset_Information.Activity Code} = “A” will change the assets which appear on the report to be only Active assets.