For deeper insights, you may also explore:
Why Crystal Reports migration is required
Automation limitations
Crystal Reports to Pentaho Migration – Structured 5 Phase Approach
Phase 1: Analysis and Planning
Inventory existing reports, assess complexity, and map data sources.
Phase 2: Extraction and Conversion
Extract SQL, parameters, and logic, and convert them into Pentaho-native report definitions.
Phase 3: Customization and Optimization
Recreate layouts, optimize queries, and enhance reports using Pentaho capabilities.
Phase 4: Validation and Testing
Perform parallel runs, data reconciliation, and layout validation.
Phase 5: Deployment and Support
Deploy reports, train users, and provide post-migration support.
About HelicalTech
HelicalTech is a 10+ year-old company specializing and working exclusively in the space of data. Our services cover the full data stack, including Business Intelligence, Data Warehousing, Data Lakes, ETL, Data Visualization, and GenAI for data-driven applications. Unlike other IT companies who do every kind of IT work, we specialize and work extensively in this space of data only.
In our initial years, we focused heavily on open-source technologies like Pentaho, Jaspersoft, SpagoBI, Talend, Kettle, Spark, etc. Over time, we expanded our expertise to include proprietary and cloud-native platforms such as AWS QuickSight, Tableau, Power BI, AWS Glue, Snowflake, Databricks and others. We’ve delivered solutions to a wide range of clients globally—Fortune 500 companies, government agencies, unicorns, SMEs, and startups.
Some of the notable clients we’ve worked with include: Tata Communication, CA Technologies, Fractal Analytics, Roche, Mutual of America, Unilever Indonesia, TechNip, Bridgeport University, PrimePay, PCNI.org, Pine Labs, and the Governments of Micronesia, Marshall Islands, and Kiribati.
Pentaho Expertise
We have been working on Pentaho since company inception and have been their partner since 2014. We have worked on all versions of Pentaho including community as well as enterprise version. Further, we have also worked on all the components of Pentaho including report designer, various kinds of plugins in Pentaho, community plugins, schema workbench, white labelling, ETL (Kettle, PDI), and much more.
Some of our Pentaho implementations include SyncHR, Canadian Bearings, University of Bridgeport, etc.
As far as reporting migration projects are concerned, we are already doing 8 projects on Crystal Reports to other tools migration. 5 of them are on Jasper Reports, and 3 on Pentaho Reports.
FAQs: Crystal Reports to Pentaho Migration – Step-by-Step Methodology
Q: How long does Crystal to Pentaho migration take?
Depends on report volume and complexity.
Q: Is business continuity maintained?
Yes, through phased migration and parallel runs.
Q: Are reports rebuilt or converted?
Most are re-engineered for accuracy and maintainability.