Sage Mas 90 / 200 - General Tips - Business Insights Reporter Wizard
One of the new features of Sage MAS 90 version 4.0 is the Business Insights - Reporter Wizard. The Business Insights – Reporter Wizard makes creating Crystal reports easier. It steps a user through the options and selections necessary to quickly create a new Crystal report. But unlike Crystal Reports, the Wizard has predefined views. A view contains tables that will be used for a report – but they are already linked. You don’t have to think about whether tables should be joined with an equal, not equal or left outer join – the tables in the view are already linked for you.
The options in the Wizard are similar to those found when creating a report using a Report Expert in the Crystal Reports program. The Wizard will step you through naming the report, selecting the report format (portrait, landscape or shipping labels), selecting the view and fields for report, and grouping and sorting report information.
Reports created with the Business Insights – Report Wizard may be added to the Sage MAS90 Menus in the Custom Reports folders at the time they are created. An existing report may be copied as the basis for a new report. And the Wizard may also be used to modify reports.
Steps used to create a report using the Business Insights Reporter Wizard:
1. Access the Report Wizard and select the button to “Create a New Report”.
Click “Next” to continue. The Wizard will prompt for the report name. The name may not contain any spaces or special characters.
Click “Next” to continue. Select the format for your report. Your choices for the format include Landscape, Portrait or Shipping Labels.
Click “Next” to continue. Select the view to use in your report. A view is a pre-defined table that contains all columns (or fields) that will be available for printing on the report.
Click “Next” to continue. Select the fields you want to appear in your report.
Click “Next” to continue. Define how your report should be sorted.
Click “Next” to continue. Define where the fields will print on your report.
Click “Next” to continue. Define filters for your report. This will be used to limit the amount of information that appears on your report. For example, you may only want a list of customers that are located in California.
Click “Next” to continue. Specify the print options for your report.
Click “Next” to continue. Select the security roles that will be able to access your report.
Click “Next” to continue. Your selections for the report will display in the center section on the screen. Click “Finish” to save your report.
You may print your report from the Business Insights Reporter program. Or you may print the report from the Custom Reports folder if you added it to one.
Additional information on the use of the Business Insights – Reporter Wizard is covered in our Library Master class. Give Melissa Secody at DSD Business Systems a call to enroll.