Stephen Smith's Blog

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Drilling Down from Crystal Reports in Sage ERP Accpac 6

with 7 comments

Sage ERP Accpac 6 brings the ability to drill down from data in a Crystal Report. This ability is only available in the new Web version and not from the VB version. Report designers have the ability to add hyper-links to reports, which will trigger a user interface form to be run when the link is clicked on. The Crystal Report can pass data to the UI form to enable drill down. In the screen shot below the cursor is over the first money amount in the report, so an underline appears indicating you can click on this number (the underline appears when the cursor is over the link).

When you click on the link, the Crystal Viewer sends a JavaScript notification to our Portal which then takes that and runs the web URL indicated. This runs another Accpac UI form, which doesn’t display, but instead immediately runs another report to show the drill down information.

Having a look at the Balance Sheet Report in Crystal:

You can select a field and select Format – Hyperlink.

Then set the hyperlink to a formula (the formula button is red in the previous screen shot) that you edit in the formula editor:

Basically with this you are setting the data that will be sent to the Accpac portal when you click on the hyperlink. Here you specify what you want done, including the URL of the UI form to run and build its parameters. You build the parameters using the Crystal formula language to build a string or URL parameters, which the UI form can interpret when it runs. To the end user it then appears that from reports you can drill down to both other reports and to UI data entry forms.

As we develop the new Web Based version of Accpac we are putting hyperlinks everywhere. This allows you to drill down from almost anything. This functionality will be far more pervasive than we’ve had in the past. Adding drill down to the current product has always been very popular, since customers want to know how various numbers are calculated, what was added up to give them a total or summary. Hopefully a popular feature.

Written by smist08

June 4, 2010 at 10:46 pm

7 Responses

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  1. Stephen, this looks really cool. I wondered if you would be sticking with Crystal still or moving to a different report writer entirely. Thanks for blogging.. very interesting, and probably like many, I do not comment often, but I do read them all!

    The troubleshooting series was very valuable… would have shortened my learning curve many years ago!

    Kevin Gartly

    June 9, 2010 at 4:11 am

  2. We will be sticking with Crystal. Replacing all the reports is a huge job, I still remember switching from CARET to Crystal. Too much to take on while re-writing the all the User Interface forms, even if there was a clearly superior product to Crystal.


    June 9, 2010 at 7:24 pm

  3. Hi,

    where can i get the 6.0 Complete Demo Setup for my practices, at presently i m haivng one setup, but it has few bugs…

    Nava Deeban S

    June 20, 2010 at 7:41 am

  4. […] Orders Sage ERP Accpac 6.0 Data Portlets Sage ERP Accpac 6.0 – Locking Fiscal Periods by Module Drilling Down from Crystal Reports in Sage ERP Accpac 6 Running Classic Forms in Sage ERP Accpac 6 Sage ERP Accpac 6 User […]

  5. Is my understanding that the ability for the portal user to view the Balance Sheet Snapshot and drill down into the underlying Crystal Balance Sheet Report does not consume a Lanpak license a correct understanding?

    Marilyn Lunnemann

    February 25, 2014 at 7:48 pm

    • That is correct.


      February 25, 2014 at 9:08 pm

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