Sage 100

How does one write a custom payroll report that uses PII Data?

This KB does not seem to work?
https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=88325&sliceId=1&docLink=true&languageId=&isDocLink=true&currentmsID=MS_Customer&cmd=&openedFromDocument=true&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways. 

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406
------------------------------

Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com
------------------------------

Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406
------------------------------


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

I'm just piling on and endorsing Dan's product. I installed it for a customer and it drastically sped up their sales history reports.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large
------------------------------

Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com
------------------------------


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Also very interested

------------------------------
Jeff Fiddelman
Exeplex, LLC
------------------------------

Original Message:
Sent: 03-10-2020 12:22
From: Karen O'Lane
Subject: Payroll Reports with PII Data

I'm just piling on and endorsing Dan's product. I installed it for a customer and it drastically sped up their sales history reports.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large
------------------------------


Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

I created a Custom report with just PR_EmployeeHistoryHeader, then used Report Manager to add report to menu - checking the box to add the PII work table.

Opened the report in crystal - no work table had been added.

Launched the report from the custom reports menu, let it update to current version, re-opened the report in crystal - still no PII work table.

Tried creating a report with only PR_Employee to the report and repeated the same steps - still no work table

Tried manually adding the PII work table in crystal, now when running the report get an index error (didn't capture the message text).

Threw hands in air, went to bed - sheesh!

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com
------------------------------


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

@Dan Burleson I would be interested in your utility.
@Jeff Schwenk what are the steps to get it to work? I could not get it to work either way!?​​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-10-2020 13:04
From: Greg Stiles
Subject: Payroll Reports with PII Data

I created a Custom report with just PR_EmployeeHistoryHeader, then used Report Manager to add report to menu - checking the box to add the PII work table.

Opened the report in crystal - no work table had been added.

Launched the report from the custom reports menu, let it update to current version, re-opened the report in crystal - still no PII work table.

Tried creating a report with only PR_Employee to the report and repeated the same steps - still no work table

Tried manually adding the PII work table in crystal, now when running the report get an index error (didn't capture the message text).

Threw hands in air, went to bed - sheesh!

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------


Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Hmmm.  Sounds like you have all the steps.  Be happy to connect to your WS if you like.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 03-10-2020 13:07
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Dan Burleson I would be interested in your utility.
@Jeff Schwenk what are the steps to get it to work? I could not get it to work either way!?​​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------


Original Message:
Sent: 03-10-2020 13:04
From: Greg Stiles
Subject: Payroll Reports with PII Data

I created a Custom report with just PR_EmployeeHistoryHeader, then used Report Manager to add report to menu - checking the box to add the PII work table.

Opened the report in crystal - no work table had been added.

Launched the report from the custom reports menu, let it update to current version, re-opened the report in crystal - still no PII work table.

Tried creating a report with only PR_Employee to the report and repeated the same steps - still no work table

Tried manually adding the PII work table in crystal, now when running the report get an index error (didn't capture the message text).

Threw hands in air, went to bed - sheesh!

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

I was about to offer assistance also. That method has always worked for me, and I do this a lot.

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large
------------------------------

Original Message:
Sent: 03-10-2020 13:15
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Hmmm.  Sounds like you have all the steps.  Be happy to connect to your WS if you like.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 03-10-2020 13:07
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Dan Burleson I would be interested in your utility.
@Jeff Schwenk what are the steps to get it to work? I could not get it to work either way!?​​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 13:04
From: Greg Stiles
Subject: Payroll Reports with PII Data

I created a Custom report with just PR_EmployeeHistoryHeader, then used Report Manager to add report to menu - checking the box to add the PII work table.

Opened the report in crystal - no work table had been added.

Launched the report from the custom reports menu, let it update to current version, re-opened the report in crystal - still no PII work table.

Tried creating a report with only PR_Employee to the report and repeated the same steps - still no work table

Tried manually adding the PII work table in crystal, now when running the report get an index error (didn't capture the message text).

Threw hands in air, went to bed - sheesh!

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 08:20
From: Sue Wolf
Subject: Payroll Reports with PII Data

Dan, I also would be interested in this tool for a project I am working on now.  Thanks!​

------------------------------
Sue Wolf
Senior Technology Consultant
Chortek LLP, Appleton, WI
m: 920-202-1011
e: swolf@chortek.com


Original Message:
Sent: 03-10-2020 07:14
From: Diana Laughner
Subject: Payroll Reports with PII Data

​Dan - I would be very interested in this tool as well.  Thanks!

------------------------------
Diana Laughner
Capitol Computer Systems, Inc.
(717) 774-7406


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

OK, guess I will go get my blanket and sit in my rocking chair and watch the clouds roll by..........  Now where are my meds??

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners
------------------------------

Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners
------------------------------


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Thank You @Jeff Schwenk not sure what I was doing wrong, but having you on the phone made it work!​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-11-2020 01:00
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------


Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

Glad we got it to work for you.  Good chatting with you.  Perhaps we'll meet up in Orlando or at next year's MOTM conference.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 03-11-2020 19:21
From: Greg Stiles
Subject: Payroll Reports with PII Data

Thank You @Jeff Schwenk not sure what I was doing wrong, but having you on the made it work!​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------


Original Message:
Sent: 03-11-2020 01:00
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

@Jeff Schwenk to the rescue! Sorry, @Greg Stiles, I was out most of today. I'm glad to hear that it's working now.  ​​

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large
------------------------------

Original Message:
Sent: 03-11-2020 19:51
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Glad we got it to work for you.  Good chatting with you.  Perhaps we'll meet up in Orlando or at next year's MOTM conference.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 03-11-2020 19:21
From: Greg Stiles
Subject: Payroll Reports with PII Data

Thank You @Jeff Schwenk not sure what I was doing wrong, but having you on the made it work!​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-11-2020 01:00
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------

Original Message:
Sent: 03-11-2020 22:52
From: Karen O'Lane
Subject: Payroll Reports with PII Data

@Jeff Schwenk to the rescue! Sorry, @Greg Stiles, I was out most of today. I'm glad to hear that it's working now.  ​​

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large
------------------------------


Original Message:
Sent: 03-11-2020 19:51
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Glad we got it to work for you.  Good chatting with you.  Perhaps we'll meet up in Orlando or at next year's MOTM conference.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-11-2020 19:21
From: Greg Stiles
Subject: Payroll Reports with PII Data

Thank You @Jeff Schwenk not sure what I was doing wrong, but having you on the made it work!​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-11-2020 01:00
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642

No worries @Karen O'Lane, appreciate the offer. Knowing 90 Minders are there always helps!​​​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010
------------------------------

Original Message:
Sent: 03-12-2020 01:56
From: Dan Burleson
Subject: Payroll Reports with PII Data

Just knowing he's there helps so much!

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
------------------------------


Original Message:
Sent: 03-11-2020 22:52
From: Karen O'Lane
Subject: Payroll Reports with PII Data

@Jeff Schwenk to the rescue! Sorry, @Greg Stiles, I was out most of today. I'm glad to hear that it's working now.  ​​

------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90Minds Board Member at Large


Original Message:
Sent: 03-11-2020 19:51
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Glad we got it to work for you.  Good chatting with you.  Perhaps we'll meet up in Orlando or at next year's MOTM conference.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-11-2020 19:21
From: Greg Stiles
Subject: Payroll Reports with PII Data

Thank You @Jeff Schwenk not sure what I was doing wrong, but having you on the made it work!​

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-11-2020 01:00
From: Greg Stiles
Subject: Payroll Reports with PII Data

@Jeff Schwenk & @Karen O'Lane at what point does the work table get added to the custom report? ​​Do you need to have PR_Employee already in the report before importing with Report Manager?

------------------------------
Greg Stiles
S & W Microsystems
Torrance CA
310.787.1010


Original Message:
Sent: 03-10-2020 17:25
From: Dan Burleson
Subject: Payroll Reports with PII Data

Let's not hijack Greg's posting here. Just email me. My contact information here is up to date. @Chuck Peddy the answer to your question is Yes!
​

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 15:28
From: Chuck Peddy
Subject: Payroll Reports with PII Data

@Dan Burleson, would either of those tools work with using Sage Intelligence with the PII Work File? ​

------------------------------
Chuck Peddy
Smartbridge Partners


Original Message:
Sent: 03-10-2020 14:23
From: Dan Burleson
Subject: Payroll Reports with PII Data

@Jeff Schwenk​​ is confusing my ODBC Assistance tool with a program that I sell, but do not advertise here on 90 Minds. You can learn about the ODBC tool for use with designing Crystal based forms and Custom Report menu reports that I am offering to 90Minds folks for free here  (skip to 1:30 to the part about assisting with work files) If you would still like to use it email me privately so as not to clutter Greg's post.

------------------------------
Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642


Original Message:
Sent: 03-10-2020 07:04
From: Jeff Schwenk
Subject: Payroll Reports with PII Data

Did even realize a KB existed.....    Pretty much as Dan outlines.  Question is do you add the PII table to your report first or write the report using the PR.Employee table first, then add the report to the menu (which adds the PII table) and then go back replace the PR.employee fields with the PII fields.  I've done it both ways.

I can't say enough about Dan's enhancement.  It is such a great tool that I include it with practically all of my PR 2.x upgrades.  Any company that does ad hoc PR reporting via Access or Excel HAS to have it.

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444


Original Message:
Sent: 03-10-2020 02:32
From: Dan Burleson
Subject: Payroll Reports with PII Data

When you ran the report manager, did respond "Yes" to the question "Do you want to include a PII worktable with this custom report?" Did it automatically link the PR_EmployeePIIWrk table into your report? Did you replace the empty PR_Employee PII fields in your report with the PR_EmployeePIIWrk equivalents?

You won't be able to refresh the report in the full version of Crystal - only when you run it from the Custom Reports menu. I have a tool that I'll give you to test custom reports directly in the full version of Crystal if you want to shoot me an email.

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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642