Create Reports with Act CRM Data in SAP Crystal Reports

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. The CData ODBC Driver for Act CRM brings this capability to Crystal Reports. This article shows how to create a report on Act CRM data that refreshes when you run the report.

Refer to the given table for the tools and versions used for this article:

Connect to Act CRM Data

If you have not already, specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The and properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the property to store the metadata locally.

👁 Create the ODBC DSN connection.

When configuring the DSN, 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.

Design a Report in SAP Crystal Reports

Follow the procedure below to use the SAP Crystal Reports tool to create the Act CRM connection and Design a Report.

1. File -> New -> Standard Report. 👁 Create a standard report.
   
2. Expand the ODBC (RDO) node under Create New Connection and double-click on "Make a New Connection". Select CData Act CRM Sys or any other source to prepare the report. Click on NEXT and FINISH. 👁 Data Source Selection
   
3. Configure the data source by selecting the tables needed in the report and clicking NEXT. 👁 Add the table.
   
4. You can also link tables from the Act CRM data in SAP Crystal Reports. Click on NEXT after adding the links between tables. 👁 Add multiple tables.
   👁 Link the tables.
   
5. After the tables are selected, select the fields you want displayed in the report from the selected table, followed by NEXT. 👁 Add the fields to display.
   
6. Select the "Group By" field to group the information on the report. 👁 Add the Group By field.
   
7. Sort the groups based on summarised totals and click on NEXT. 👁 Group Sorting
   

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 aggregating the ActivityDisplayName column's values.

1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by 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. 👁 Select a chart type.
   

Select a template for the report to preview the finished report and view the chart populated with your data.

👁 Select a template type.

The Final Report

You can now see that the report contains all the fields specified.

👁 The final report.

Working with Remote Data

To ensure that you see updates to 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.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard.

1. Click File -> Report Options and select the "Perform Grouping On Server" option. 👁 Perform Grouping On Server option.
   
2. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option. 👁 Hide (Drill-Down OK) option.
   

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.

At this point, you have created a SAP Crystal report built on top of live Act CRM data using SAP Crystal Reports and CData ODBC driver. Learn more about the CData ODBC Driver for Act CRM and download a free trial from the CData ODBC Driver for Act CRM page. Let our Support Team know if you have any questions.