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1098T Reporting John Manguno. 1098T Reporting John Manguno.

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Presentation on theme: "1098T Reporting John Manguno. 1098T Reporting John Manguno."— Presentation transcript:

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2 1098T Reporting John Manguno

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5 Find the SSI File. Most of the ones you need to find for report menus start with rpt. rptADMBYORReports.ssi

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8 Make a copy of the report and place it in a Custom folder and then add SSI reference

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10 Now make a copy of that report in a customized folder
Now make a copy of that report in a customized folder. If this is a transcript, keep the report in the root of Reports so that the batch transcript process will work.

11 Next we need to find the SSI file that calls that Letter
Next we need to find the SSI file that calls that Letter. In the case of the Financial Packaging Letter, it is actually called in a CAMS asp page: FinAidPriorityPackagePage6.asp

12 Getting your datasources right
Getting your datasources right. This is (in my opinion) one of the trickiest things with Crystal.

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15 And now we should be able to preview our report to work in crystal

16 Just in case live demo doesn’t work….
In this scenario, I want to add favorite ice-cream flavor (a custom field) to the Admissions Verification Report

17 The first step is to use the Database Expert to add the field.

18 Check the JOIN settings so you don’t accidently remove valid data

19 Our new field is now available to be put in the report.

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21 Colors Highlighting expert


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