Ready to get started?

Learn more about the or download a free trial:

Download Now

Publish Reports with Sage US Data in Crystal Reports

Use the Report Wizard to design a report based on up-to-date Sage US data.

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. With the support for JDBC in Crystal Reports, the CData JDBC Driver for Sage US brings this capability to Crystal Reports. This article shows how to create a report on Sage US data that refreshes when you run the report.

Deploy the JDBC Driver

Install the CData JDBC Driver for Sage US by including the driver JAR in the Crystal Reports classpath: Add the full file path, including the .jar, to the paths in the ClassPath element, under the DataDriverCommonElement.

The CRConfig.xml is usually located at C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java — the path might be slightly different based on your installation. The driver JAR is located in the lib subfolder of the installation directory.

After you have added the JAR to the ClassPath, restart Crystal Reports.

Connect to Sage US Data

After deploying the JDBC Driver for Sage US, you can then use the Report Wizard to add Sage US data to a new report.

  1. Click File -> New -> Standard Report.
  2. Expand the JDBC node under Create New Connection and double-click Make a New Connection.
  3. In the wizard, enter the JDBC connection URL:

    jdbc:sage50us:ApplicationId=8dfafu4V4ODmh1fM0xx;CompanyName=Bellwether Garden Supply - Premium;

    The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

    Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:\Program Files\Sage\Peachtree\API\. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

    You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

    While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Sage US JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sage50us.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  4. Set the driver class name:

    cdata.jdbc.sage50us.Sage50USDriver
  5. Select the tables and fields needed in the report. This example uses the Name and LastInvoiceAmount columns from the Customer table.

You can then configure grouping, sorting, and summaries. For example, this article groups on Name and summarizes on LastInvoiceAmount. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart that aggregates the values in the Name column.

  1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by, Name in this example, in the On Change Of menu.
  2. In the Show Summary menu, select the summary you created.
  3. Select filters and a template, as needed, to finish the wizard.

Preview the finished report to view the chart, populated with your data. If you want to filter out null values, use a SelectionFormula.

Working with Remote Data

To ensure that you see updates to volatile data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.