This solution uses the optional RODBA module to create a SQL user with read-only access to the database. Those user credentials are then used in the ODBC connection.
 
Note: Unfortunately this ability is not available to clients that are hosted by Blackbaud.
Pre-requisites
  1. If you're hosted by Blackbaud then please email solutions@blackbaud.com to inquire about our Custom Report Writing Services. Crystal Reports that connect directly to the SQL database can only be created by Blackbaud due to security restrictions.
  2. Please review How to configure RODBA to work with Crystal Reports for information on using RODBA (Read Only Database Access) for certain Blackbaud products. (RODBA is not needed for The Patron Edge).
  3. Please review How to create an ODBC connection to a SQL database
Use the ODBC connection in Crystal Report XI
  1. Open the report in Crystal Reports XI and select Database > Database Expert from the top menu
  2. In the Database Expert window, go to Create New Connection > ODBC (RDO)
  3. In the ODBC (RDO) window, select the Data Source Name that corresponds to the ODBC name [your database's DSN source] (created in step #3 pre-requisites)
  4. Click Next
  5. Enter User ID and password - this would be the username and password that was entered when RODBA was unlocked (mark the Trusted Connection checkbox for The Patron Edge)
  6. Click Finish
  7. In Database Expert window, under ODBC (RDO) > [your database's DSN source], click the + sign next to your database name (it will be your database's description)
  8. Select dbo
  9. Under dbo open Tables and, select the tables that you wish to include in your report (or click the + sign next to Stored Procedures and select the desired one for the report)
  10. Click Next
  11. On the Tables screen, manually link together your tables
  12. Click Ok
  13. Once completed, the report can be designed as normal using fields from the tables that were selected.
Use the ODBC connection in Crystal Report 8.5 (must use for Patron Edge)
  1. Open the report in Crystal Reports 8.5 application
  2. Click on Database > Set Location > Set Location
  3. In the Data Explorer window, click on + sign next to ODBC
  4. Click the + sign next to the desired ODBC name (created in step 2 pre-requisites above)
  5. Click the + sign next to the Tables or Stored Procedures
  6. Select the appropriate Table(s) or Stored Procedure(s) names to be used by the report. Example: DatabaseName.dbo.Proc(StoredProcName;1)
  7. Click Set
  8. Click Done at the Set Location window