When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used […]
I recently had a client that needed to use server-side code to export a report to a PDF and add as an attachment to a record. There’s some tricky code to do this, so I decided to wrap it up in a reusable and open source assembly. Take a look at the open source FX.ReportUtility […]
The standard SalesLogix 7.5.x “SLX Web Reporting” site can only be used for one database because it contains a Connect.Config file that points to a single database. You can switch between databases by re-deploying the “SLX Web Reporting” site, but in a development environment it is more convenient to set up multiple reporting sites, one for each database. The below procedure explains how to setup reporting dedicated to one database. (The...
Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds a number of functions to facilitate running reports in […]
The standard settings for Reporting in SageCRM are not sufficient. We repeatedly see issues with reports failing to preview or print.
The SalesLogix 7.5 Compatibility Checklist and Implemenation Guide say that Crysatl Reports Professional XI R2 needs to be upgraded to Service Pack 3 (SP3). Also, SP3 is provided on the Crystal installation DVD. However, when you try to install SP3 the below message appears
I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record.
Web reporting was configured, deployed, and working on a 7.5.1 SalesLogix web server but after installing a customization bundle the Web Reports icon returned the following error:
We've added a new page to our site listing all of the Enhanced SalesLogix Reports we are creating as part of an ongoing series of blog posts by George Jensen, Crystal Reports Guru at CFX.
There was an issue reported by a customer when running the Current Activities - Sample report on the network client, namely, he could not select a start or end date using the date picker. The system immediately returned