Adam D
asked on
Peachtree - create a custom report
Hello.
I have Peachtree 2017.2 and there are two reports that have two different sets of data that I need. The "Invoice Generated Report" and the "Cash Receipt Journal" report.
How can I create a custom report that will show me the information from both in one report. I need at least the customer number/id and/or customer name, the invoice number, receipt number (from the CRJ report) and the amounts.
Thanks. :)
I have Peachtree 2017.2 and there are two reports that have two different sets of data that I need. The "Invoice Generated Report" and the "Cash Receipt Journal" report.
How can I create a custom report that will show me the information from both in one report. I need at least the customer number/id and/or customer name, the invoice number, receipt number (from the CRJ report) and the amounts.
Thanks. :)
ASKER
Thanks Raghavendra. Can you provide me the steps in Peachtree on how to do that? Thanks. :)
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ASKER
Thanks Raghavendra. Sure, I can create a report through ODBC, but I need to create it within Peachtree, if at all possible. :)
Not sure, because the support for Crystal Reports isn't there in 2015 version onwards. You can try navigating on Reports tab and if you see "Crystal Reports Designer" option (mostly last option), try the options with that.
How are the existing reports connecting?
Can you use that database connection to build the report?
mlmcc
Can you use that database connection to build the report?
mlmcc
ASKER
Thanks mlmcc, but what I am really after is the ability to create a custom report right inside of Peachtree.
For example, in Quickbooks, I can take any report and customize it or combine other report data from it (I haven't done that in a while, but I am pretty sure that can be done). I have not found a way to do that in Peachtree.
Any thoughts? Thanks. :)
For example, in Quickbooks, I can take any report and customize it or combine other report data from it (I haven't done that in a while, but I am pretty sure that can be done). I have not found a way to do that in Peachtree.
Any thoughts? Thanks. :)
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ASKER
No answer really solved my problem, but these two were the closest solution to what I want to achieve.
If those 2 data sets are unrelated, then you can include 2 subreports one each for each dataset and disply the information in required format.
Provide more information if this is not what you are looking for.