Recreate Crystal report in Intelligence reporting

Does anyone know of a way or what the best way would be to recreate a Crystal Report in Intelligence Reporting?  I have created a container with all of the data tables but when I run the Sample data nothing comes up.  I know it has to do with the sql expressions but I'm unsure how to "translate" them so they work.  I am pretty proficient in both programs but converting CR to IR is just not working for me. 

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  • There are a couple but for this example we are looking to recreate a fixed asset report.  There are no sample reports to choose from for fixed assets that I can see which is why I'm trying to build it myself. 

  • in reply to Jessica Leduc

    Not familiar with fixed assets, all my experience is in Inventory Control and Purchase Order modules.   Sometimes finding what to join is challenging and often, for true power, you've to write your own SQL.    Where's fixed assets report?  

  • in reply to BellScott

    Like the inventory and PO's it's an add in module with it's own set of reports.  If you ever come across a table that starts with AM that's what they are, and of course there is no AOM for them.   Speaking of SQL, have you ever modified any of the Report Designer containers?  In digging deep, I think I might be able to avoid having to try to use the Fixed asset tables but will need a Report Designer container to provide GL details.  Which none of them do, that I am aware of.  

  • in reply to Jessica Leduc

    I have not touched any report design containers.  Stayed in the world of the AOM    The G/L stuff is available in the intelligenece/connector contains, I've done some stuff with it.

  • in reply to Jessica Leduc

    Hi Jessica

    My understanding is Sage Business Intelligence is going to be removed and no longer supported.  Maybe I misunderstood but I'm pretty sure.  I was never a big fan of Business Intelligence anyway.  

    Is there something about the Crystal Reports you don't like?

    If there is it would seem easier to change the Crystal Report.  If you're not that skilled in Crystal I can help.  I work in Crystal Reports at least 3 days a week.  I've done so for at least 20 years.

    Dana

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  • in reply to Jessica Leduc

    Hi Jessica

    My understanding is Sage Business Intelligence is going to be removed and no longer supported.  Maybe I misunderstood but I'm pretty sure.  I was never a big fan of Business Intelligence anyway.  

    Is there something about the Crystal Reports you don't like?

    If there is it would seem easier to change the Crystal Report.  If you're not that skilled in Crystal I can help.  I work in Crystal Reports at least 3 days a week.  I've done so for at least 20 years.

    Dana

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  • in reply to Dana B. Stidsen

    Hi,

    Do you remember where you hear that information?  If Sage is no longer supporting Intelligence Reporting then we will definitely be moving to another accounting system. We have been looking as it can't meet our needs for our aircraft maintenance division and we are using another program in tandem with Sage for this.

    All of our financial reporting including some complex consolidations are coming from Intelligence reporting.  I quite like Crystal reports even though I have a lot to learn.  Especially when it comes to more complex formulas and the frustrating Sage tables.  I've found and taken a couple courses for C.R and they were great but did nothing to help with it comes to writing reports for Sage.  Any guidance would be greatly appreciate for sure!  

    Cheers

    -Jessica

  • in reply to Jessica Leduc

    Hi Jessica,

    If you need financial reports then Sage 300 has something called the Financial Reporter which is an Excel based reporter.  It's been around for many, many years.  I've designed lots of financial reports in that software and it's first rate.  From the consolidation standpoint you would need to invest in the GL Consolidations module but there's work arounds for basic reports.

    The Financial Reporter will be available for many more years too.  That's because it's well designed.

    I'm not sure where I heard about the Business Intelligence going away but I'll look it up again and let you know.

    As far as your aircraft maintenance division have you looked at the Technisoft Service Manager add-on modules?

    Dana

  • in reply to Jessica Leduc

    I would like to know about the Sage BI being deprecated and when.    What is replacing it in Sage 300 (not Sage 300 cloud, Sage 300 prem) ???  

  • in reply to BellScott

    My understanding is that it is the web reporting aspect of Sage Intelligence that is affected.  I don't believe they have made a decision on the desktop component.

  • in reply to Dana B. Stidsen

    Hi Dana -

    I'm the PM director for Sage 100 and 300, and I want to clarify our plans for Sage Intelligence. First and foremost, Sage Intelligence isn't being retired for these products. In fact we are investing in upgrading the product. We have stopped SI using with some products, but it's here to stay for 100 and 300. What we ARE doing is retiring SIRC (Sage Intelligence Reporting Cloud) which we currently use with our Sage 300 web screens. That is being replaced next month with a new version of Financial Reporter for Sage 300. It gets a bit confusing when so many products have the word "intelligence" in them :)

  • in reply to M Ritchie

    Thanks for the clarification.   My ISV whispered that it could be deprecated.   Frankly, can't life without it.   Can't recall the last time I ran a CR internal report for IC/PO, we've recreated everything in SageBI and sleep easier (no more Day1 rush to email out reports :)!

  • in reply to Dana B. Stidsen

    HI,

    We had been using the Financial Reporter in the past but it was decided that it was not what we needed, not sure why.  I know that I personally always had issues with the drilldowns actually working and providing the right info. It was pretty much the same as IR as they are both in excel and easy to use.  Something to think about revisiting if we have to.  

    I haven't heard of the service manager add-on, we do have a number of others like the EFT and fixed asset and they work well.  I will definitely be looking into this as it's very interesting. 

    Cheers

    -Jessica

  • in reply to M Ritchie

    Yes thank you for the clarification.  I couldn't imagine starting over with another reporting set up.