Peachtree - create a custom report

Adam D
Adam D used Ask the Experts™
on
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. :)
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Commented:
Hi,
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.
Adam DIT Solutions Developer

Author

Commented:
Thanks Raghavendra.  Can you provide me the steps in Peachtree on how to do that?  Thanks. :)
Commented:
Hi,
As for as I have read, the Crystal Reports from sage 50 or peachtree has been discontinued from 2015 version and you can use Crystal Reports from outside of sage and access the peachtree database using odbc(you need to create a 32 bit odbc) connection.
So, If you have SAP Crystal Reports installed on your computer, then using a ODBC connection, you can create connectivity to your peachtree and then pull required data into Crystal.

Hope that helps.
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Adam DIT Solutions Developer

Author

Commented:
Thanks Raghavendra.  Sure, I can create a report through ODBC, but I need to create it within Peachtree, if at all possible. :)

Commented:
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.
Mike McCrackenSenior Consultant
Most Valuable Expert 2011
Top Expert 2013

Commented:
How are the existing reports connecting?

Can you use that database connection to build the report?

mlmcc
Adam DIT Solutions Developer

Author

Commented:
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. :)
Mike McCrackenSenior Consultant
Most Valuable Expert 2011
Top Expert 2013
Commented:
I don't think that is possible.  If Peachtree is using Crystal for its reports then I believe you have to use Crystal stand-alone and then import the report to Peachtree.

I know SAP/Crystal does not include an embeddable designer with the VS version of Crystal which is what is required to create/modify reports. That capability was available but dropped when they dropped.com support with CR2008 and the VS versions of Crystal.

mlmcc
Adam DIT Solutions Developer

Author

Commented:
No answer really solved my problem, but these two were the closest solution to what I want to achieve.

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