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Options for Creating and Modifying Forms and Reports

You can work with a consultant, buy a Crystal Reports license to create or modify reports, or consider using Microsoft Excel Query.

Acctivate includes more than 140 standard reports and forms.

Reports are available for purchasing, sales, inventory, customers, and more. Standard reports include essential information such as product IDs, descriptions, quantities, and prices.

If your business has specific requirements, you may need to customize or create a report to better meet your needs.

SAP Crystal Reports

All reports and forms in Acctivate are created using SAP Crystal Reports, a business intelligence tool designed to create rich, paginated reports with robust formatting and data capabilities.

Acctivate includes the free Crystal Reports Viewer, which allows you to generate, view, and print reports from within Acctivate.

To edit standard report files (.rpt files), a licensed version of Crystal Reports is required. With the full Crystal Reports designer software, users can modify existing reports or create entirely new ones.

Acctivate uses SAP Crystal Reports because of its strong documentation and extensive community resources. In addition, Acctivate-specific resources are available to help you get started:

SAP Crystal Reports is not sold or supported directly by Acctivate Support. While general reporting guidance may be available, Acctivate does not provide technical support for the Crystal Reports software under the standard software license or subscription.

The Acctivate software license and subscription do not include custom report creation. However, our support team may assist with certain report and data-related questions. Some custom report work may be available as a billable service.

Report Consultant

Acctivate consulting partners are experienced with SAP Crystal Reports and familiar with Acctivate workflows, making them a strong option for meeting advanced reporting needs.

A list of consulting partners is available on our website. Be sure to filter by “Custom Reporting.”

Microsoft Excel & third-party tools

Acctivate uses Microsoft SQL Server as its database engine. This allows integration with many third-party tools, including products from Microsoft such as Microsoft Excel and Microsoft Power BI.

If you want to pull data directly from the Acctivate database into Excel for reporting, consider using a Microsoft Excel Query to connect to SQL Server and build custom reports outside of Acctivate.