Modifying a custom report

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

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

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, such as Employee List.rpt in the HR folder. Make a copy of it in the same product folder using a different file name, such as Employee List DEU.rpt. We recommend you copy the file using Explorer rather than using Save As in SAP Crystal Reports.
2. In the Connected Services menu, click Crystal Reports to launch SAP Crystal Reports.
3. In the Welcome to Crystal Reports window, select Open an Existing Report and More Files, and then click OK.

4. Navigate to the appropriate product folder located in Sage > Programs > Crystal and open the copied RPT file, such as Employee List DEU.rpt.

   The report opens in Design mode. The location for the data used in the custom reports defaults to Abra HRMS Data Access.

5. In the SAP Crystal Reports main menu, select Insert > Text Object.
6. The text object appears as a floating object. Drag it to the location on the report and click once to anchor it in place.
   For this example, drag it between Name and Title.
7. Double-click in the text object and type the report name.
   For this example, type Date of Birth.
8. In the SAP Crystal Reports main menu, select Insert > Field Object.

9. In the Field Explorer window:

   1. Click the plus sign to expand Database Fields and HRPERSNL.
   2. Left-click and drag a field to the desired location on the report.
      For this example, drag p_birth between @Employee name and p_jobtitle, which will insert the employee's birth date on the report.
10. In the main menu, select File > Print Preview to see the result.
11. In the main menu, select File > Save.

The following example shows 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 Salary and select Delete.
3. Right-click the field name p_annual and select Delete.
4. In the main menu, select File > Print Preview to see the result.
5. In the main menu, select File > Save.