Modify a Custom Report

You can modify the appearance and type of information that appears on the custom reports provided with Sage HRMS.

This example shows you how to add a field and label for the employee’s date of birth to the Employee List.rpt.

Note: You should never modify the original report. Make a copy before you modify it.

1. Use Windows Explorer to navigate to the appropriate product folder (HR, Time Off, or Training) located in Sage > Programs > Crystal. Locate the report . RPT file you want to modify, for example, Employee List.rpt in the HR folder. Make a copy of it in the same product folder using a different file name, for example Employee List DEU.rpt. We recommend you copy the file using Explorer rather than using Save As in SAP Crystal Reports.
2. From the Quick Launch Toolbar, click the Crystal button to launch SAP Crystal Reports. The Welcome to Crystal Reports dialog opens.
3. Select Open an Existing Report and More Files….
4. Click OK.
5. Navigate to the appropriate product folder located in Sage > Programs > Crystal and open the copied RPT file, for example, Employee List DEU.rpt. The report opens in Design mode.
6. The location for the data used in the custom reports defaults to Abra HRMS Data Access.
7. From the SAP Crystal Reports main menu, select Insert > Text Object. The field appears as a floating object.
8. Drag the field to the desired location on the report, for this example between Name and Title and click once to anchor it in place.
9. Double-click in the text box and enter Date of Birth.
10. From the main menu, select Insert > Field Object. The Field Explorer dialog box opens.
11. Click the plus sign to expand Database Fields and HRPERSNL.
12. Left-click and drag p_birth to the desired location on the report, for this example between @Employee name and p_jobtitle.
13. From the main menu, select File > Print Preview to see the result.
14. From the main menu, select File > Save.

This example shows you how to remove the employee's salary.

1. Click the Design tab to enter into design mode.
2. On the Page Header band line, right-click on Salary and select Delete.
3. Right-click on the field name p_annual and select Delete.
4. From the main menu, select File > Print Preview to see the result.
5. From the main menu, select File > Save.

Published: May 17, 2017
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