I have produced a lot of Sage invoice layouts for customers over the years and I can go to any customer site and look at a list of the supplier invoices they have received and immediately spot one that has been produced on Sage. That's because it has been produced using the Sage plain paper version which has rounded corners and is instantly recognisable! If you want to change that layout and make the boxes have square corners, you need to do the following:
One of the buttons in the top middle of the payroll screen is “Criteria”. Using this button you can select to exclude people who have left in the current year from the list. Do this by ticking the Exclude employees who are “current year leavers” at the bottom of the screen. When you click on the Year End routine it asks if you want to include them in this and you should say yes. However once the year end is complete you can click back on Criteria to switch this option off again.
I visited a customer to do some Sage 50 training the other day and they wanted to be able to see a Profit & Loss report for the last 5 years. Amazingly this doesn't exist in Sage even though it does retain this information. So I set out to produce one using the Sage Report Designer and here is the result.
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Well of course I am going to say “because it is a great product!” OK I am biased as I have been doing freelance work on Crystal Reports for a lot of years, more than I care to mention, but basically since version 8.0 and it is now on version 2016.
It does seem that in recent years the move has been towards SQL Server Report Designer SSRS as it is included with the SQL product so no additional costs are involved. However, if you are not a programmer and don’t know how to write SQL queries then this is not really for you.
The most difficult thing about writing a Crystal Reports is understanding the database you are using.
What do I like about Crystal Reports?
What’s the hardest thing about writing Crystal Reports?
100% the database you are using it with! This is always difficult unless you know the database, but once you have mastered that then you are there.
Can I automate Crystal Reports?
You can purchase Crystal Reports Server to do this, but if you just want to run a few reports each day/week/month and have them emailed to you, then I would recommend Saberlogic Logicity as it does just that and is really simple to use and there is even a free version.
Thinking about buying Crystal Reports?
So if you are thinking about buying Crystal Reports and this hasn’t convinced you then contact me and we can discuss it further.
“When I have finished a training session on Crystal, people are always enthused about the product and say how pleasantly surprised they were in how simple to use it was and how nervous they had been when starting the course as to whether they would be able to work with it”
Sage are forcing everyone who wishes to upgrade from October 2016 to go onto a subscription version so if you are thinking about upgrading and don't want to do this you need to do it in September!
We are offering one hour Sage Report Designer Web-based training sessions during September for a discounted price of £65 + VAT. Please contact us below for more info.