Crystal Reporting Usage

Crystal Reporting can be used to create client specified reports.  Crystal 9 and 10 can be used to produce various output formats include PDF, Word and Excel.  To set up a report the Crystal Report Wizard can be used.  This process begins with the following dialog.

1. The client picks a report format.  For this example standard will be used.

   

2. Next the data source is selected. This begins by picking an access method.  ADO should be selected.

   

3. Once ADO is selected the SQL Server driver can be selected.  This is the correct selection to access the Kaseya database.

   

4. The next step is providing the credential to make connection to the database.  As shown in this dialog, the Server, User Id, Password, and Database must be provided.

   

5. Once the credentials are provide all the available views are displayed.  Pick one or more for the report desired.

   

6. After a view is selected the columns to be included can then be selected.  Crystal provides a variety of ways to format this data.  This document does not attempt to describe these options.  The Crystal documentation should be reviewed for this information.

   

7. The resulting report can be printed or emailed to the appropriate consumers of the report.  The format of the report can be designated.  This facility can be used to produce a PDF or a variety of other formats.

   

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