BizMan Reports - Download the 30-day trial here

BizMan Reports 2.0 is now available!

    Run customized Crystal Reports for Sage 50 Canadian^®

Click here to see more notes about BizMan Reports 2.0.

Key Benefits (in addition to the list here)

• Preview a form or report before printing - forms could not be previewed in Sage 50
• Select any report on your computer to run directly on the Sage 50 *.sai file
• Viewer allows Printing to any printer on your computer
• Viewer allows Exporting to *.pdf, *.xls, *.xlsx (data-only, no formatting), *.csv
• Viewer allows Drill-down reporting (I know it was on the other page but it's worth repeating!)
• Viewer allows Group Tree record selection
• Viewer allows Parameter panel (allows easier changes to prompts)
• Viewer allows zooming in and out to see the smaller details - for more mature eyes
• Viewer allows user to return to home window and leave report open, return later
• Viewer allows refresh capabilities so data can change and a quick refresh will show it
• Viewer allows different reports or forms to be opened replacing current ones
• Home Window allows opening a different Sage 50 file
• Home Window allows closing all open reports
• Home Window allows opening any Crystal Report designed for your file
• Home Window allows for setup of automatically run forms
• Home Window allows for temporarily stopping the running of all automatic forms

BizMan Reports Program

Click here to see more notes about BizMan Reports 2.0.

Click here for a downloadable Step-By-Step pdf.

Login First

Before you attempt to use this program, see the What's New in Sage 50 information.  You must make the indicated change near the bottom of that page under Reports & Forms if you are using forms that rely on the csv files.

Enter your Sage 50 user name and password for the file you selected.  If you do not use a password in Sage 50, please enter sysadmin as the User Name and hit the Login button.

Home Window

If you provided a proper user name and password you will be presented with the Home Window.  Please remember user name and password are case-sensitive.  Look at the bottom right-hand corner of your Sage 50 Home Window to see what case you should use on your user name.  Sage 50 passwords are a case-sensitive and a maximum of 7 characters.  BizMan Reports does not tell the user if it is too long.

Remember also that security setup of Sage 50 requires the user have Read/Write access for Third-Party products for all reports and some forms.  If Sage corrects the table rights bug in the program, users can test running reports at the Read-only level of Third-Party rights.  When logged into Sage 50 as sysadmin in single-user mode, select Setup, Setup Users and Modify the user's security rights and change the Rights With Third-Party Products option.

Open File - allows the user to open a different Sage 50 file without closing the BizMan Reports program first.

Open Report - allows the user to open any Form or Report.  Typically this would be used to run a report that used to be run from the Microsoft Office Documents program on the Reports menu of Sage 50.

Report Setup - allows the user to setup Forms to automatically run when the Print button is used in the Sage 50 program data entry screens.  eg. when you hit Print for a customer invoice in Sage 50, BizMan Reports can display it on screen or send it to a printer for you.  Users can also use the checkbox to stop the automatic printing of forms if they want to do some testing, actually print from Sage 50, etc.  Just don't forget to uncheck the box when you want to print from BizMan Reports again.

In the image above you have the ability to set up forms for automatic printing.  The invoice setup in the image will print automatically when the Print button is hit on the sales invoice data entry screen in Sage 50.  It will be sent to screen for preview where you will have the option to print or export or just close the window when you are finished.  Watch the Windows Task Bar for new icons showing up (works best if you do not group your task bar icons, but if you do, just look behind the main BMR logo).

The grid at the top just shows all forms that will automatically print.  You can sort the priority order using the arrow buttons at the right.  When you click on a line in the table, the details will show in the fields below.  You can then edit the information and hit Save, or use one of the other buttons.  Users must hit the Edit button (same location as the Save button in the image above) in order to Delete the form.

Report Name - Enter a name that you wish to use to refer to the form

Form - this is the form type.  Valid selections are in the drop down and include Customer Invoice, Sales order, Vendor Payment, etc.

Report Path - the path and filename of the form.  It can be anywhere on the network.

Browse - use the Browse button to find the form on your network

Report Options

Direct to Printer - as in the program, it will print directly to the printer but will not show on screen.

Show Preview - will preview the form in a window, not currently available for Crystal templates in Sage 50.  Preview will allow the user to print or export.

Direct to pdf - allows the user to select a location for the pdf to be created.  See these notes regarding known issues using this option.

Select Location - use this button to select the location for the exported forms.  Please note the filename will be made up of the Report Name field and the Type field.  See these notes for more information.

Note: Direct to Printer and Direct to pdf options are not available if the form or report has parameters programmed into them (questions or further information required before printing).  The BMR program will check if this is the case and will warn users.

Buttons

Delete - will delete the currently selected form from the list.  If you just wish to stop this one form from printing, uncheck all the check boxes under Report Options except Show Preview and then just close the viewer when it comes up for that report or form.

New - will allow the user to reference a new form for automatic printing, the form must already exist somewhere on the computer or network drives.

Save - will save the information in the boxes

Cancel - will cancel changes and leave the Forms Setup window open

Close - will close the Forms Setup Information window

Ordering Information

A fax order form is available for download here.  An activation key will be sent upon receipt of payment to permanently unlock the program for use after 30 days.  Please use the Trial version to determine the program's usefulness to your company before ordering, no refunds will be given.

Download a 30-day trial version of the program here.

If you would like further information, feel free to email your request.  Note: BizMan Reports has not been tested on Windows 8 or 64-bit computers.  We intend to complete testing soon.  Windows XP will not be tested as it is no longer a supported operating system.