How to use SAP Crystal Reports with Sage 50

Summary

Note:

Beginning with Release 2015, Crystal Reports is no longer accessible from within Sage 50 – US Edition
Custom Crystal Reports, reports can still be used with Sage 50, but must be opened from the Crystal Reports application
Upgrading to Release 2015 does not remove the Crystal Report files (.RPT files) from your company directory
To use customizable reports within Sage 50, it is recommended to utilize Sage 50 Intelligence Reporting

Section I: Install Sage 50 Data Functions

Open your company
Select, Maintain, Users, Setup Security
Select the Data Access/ Crystal Reports tab
Select Install Sage 50 Data Functions
Select OK on the confirmation message
Under Access from Outside Sage 50, select With the following login information
The user name ‘Peachtree’ cannot be changed
Select Change
Enter the desired New password. This password must be exactly 7 characters long and include a number
Select OK
Select Close

Section II: Set up Crystal Reports Connection

Open Crystal Reports Designer
Select Blank Report
Expand Create New Connection
Expand OLE DB (ADO)
Check Use Data Link File
Select Browse button at the end of the Microsoft Data Link File box
Browse to your company directory, select CrystalReports.udl, and then click OK
Select Next
Enter User ID (Peachtree), and then enter your Password
Select Finish
Select Update

Section III: Connecting Sage 50 company data to Crystal Reports

If company data is still not populating in the report, open up custom report in crystal reports.
Browse to Database, Database Expert
Browse out the OLE DB (ADO) Connection setup earlier and select it
Check Use Data Link File, and then browse out to location of CrystalReports.udl file in Microsoft Data Link File
Uncheck Use Data Link File, and then select Pervasive PSQL OLE DB Provider under Provider
Select Next, and enter password for user ID; click Next and then Finish
Verify that custom crystal report loads up data from company in Sage 50