Sage CRM’s reporting engine and document creation functions are strong, but some projects require very specific reports or forms that go beyond the ability of those default functions. When these situations arise, we create the necessary documents using Crystal Reports in conjunction with a third party utility called Crystal Manager. These tools allow us to create complex, easy to launch reports that can be formatted however the client wants. Below is a 90 second video overview.
Running Crystal Reports through Sage CRM is not normally required but, they can have a big impact and, if you need it, you need it. Your best bet is to speak to a professional to review your requirements. Here is a link to the brochure for Crystal Manager.