You want to edit and preview your Crystal Reports before saving them to the Sage 300 Reports menu. So many people are not aware you do not need to add your reports to preview them.
It is much easier to preview them while in Crystal Reports making all the changes before placing it on the Sage 300 menu.
Follow along with this video to easily and permanently setup ODBC so you can begin building previewing while editing right from the comfort of Crystal Reports. In this quick video I will show you how to do a one-time setup of the ODBC DSN (Data Source Name) on your PC. From the point forward you can edit and preview your edits all from within Crystal Reports. Only when you have the report perfect will you load the report onto the Sage 300 CRE menu for you and your coworkers to print. Watch this short video and let me know what you think.