Here is a video that Kristin with Reporting Guru created with that shows how to create a basic custom sales report:
Must haves for a Crystal Reports Writer:
Crystal Reports is the actual application that is used to build the reports (.rpt files). A lot of times this comes with the ERP you are using, so don’t go out and buy it unless you need to. Talk to an expert at Reporting Guru first.
A place to publish the reports such as Crystal Server. Tons of applications use Crystal Reports as their report engine, so many company just need reports written within their application (ERP).
Great communication skills to communicate with the end users that consume the reports. Someone may be the best programmer in the world, but if they can’t communicate then they will not be a good Crystal Reports Writer
Report Requirements = Try to get this in Word, a PDF, Excel, or even a napkin!! A picture is worth a thousand words when it comes to report requirements.
Questions that the Crystal Reports Writer should be asking :
How do they want the end report rendered? In a web browser? A PDF? Export to Excel? This is EXTREMELY important because the report has to be developed different ways do to sizing or what is exported. You don’t want to find out at the end of developing a report that you need it to fit on an 8.5 x 11 PDF.
How important is formatting? Is the end user just interested in the data? Or will this report be delivered to a Customer? Formatting and take a lot of time.
Where is the data located and what kind of database? For example SQL Server is easier to work with than a Dbase or Pervasive. You may need 3rd party drivers to connect to the database.
Do you need to hire full time Crystal Reports Writer or can you just use as needed?
You can most likely get away with just hiring Reporting Guru on an as needed basis. Typically, our customers have a subset of reports they need initially and then they may need a minimal amount of help each month, so there is no reason to hire someone full time to sit around 40 hours per week and not do anything.
Reporting Guru is Crystal Report Writing experts.. To discuss your Crystal Report Writing needs or business requirements, give us a call at 1-800-921-4759, fill out our contact form, or email us at info@ReportingGuru.com
We work with tons of ERPs, here are a few:
PMWeb, SAGE / Peachtreee, SAP, Yardi, Fishbowl, Dovenet, Quickbooks, Dynamics, Epicor, Investran, ACT, Bolo, Concur, Maximo,