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Updating SalesLogix Opportunity Summary Crystal Report

So we have about 20 reports left to update as move onto the SalesLogix Opportunity Summary Crystal Report.  I reviewed this report in SalesLogix Opportunity Reports (Part 2) dated January 13th of 2009.  This is what I wrote about todays report.

Start Excerpt..................

The Opportunity Summary report is a simple little report that provides basic Opportunity information.  But this simple report has some issues,  First, when you run the report you are asked if you want to display each "Account" on a new page,  Here again this parameter does not do what it indicates it should.  The parameter should read each "Opportunity" on a new page.  There is no reference to the Account in the groupings with in this report.  Also, if you look you see the date fields are showing both date and time.  One other suggestion for this report would be to add a parameter on whether or not to include History items.

 

End Excerpt...................

I wrote the review using version SalesLogix 7.2.2, I am adjusting the reports in version 7.5.1.  So as in this case I find that some of the issues have been fixed.  The version of the report I am working does honor the parameter on whether or not to display the Opportunity on a new page.  No problem, there are still some things that can be adjusted on this report. 

As with a lot of the SLX reports there is plenty of white space to eliminate, we can do the usual Landscape to Portrait change along with the realignment of fields.  I would like to add more Account level detail.  I find most of my clients like to know what City and State the Opportunity is for.  The date issue still exists.  My point of view on Dates is that time is not important unless we are looking at Activities or History where it is important for duration.  But knowing the exact time a Opportunity record was created does not seem like it would be very important.  Therefore I often change those date fields to format that fits the current use of the field in the report.  In this instance I will change the three date field to just display the date.   If you look in the upper right hand side of the report you will see the words "With Notes".  This, in my opinion, means there should be some option on whether or not to view History or Opportunity Notes.

So lets get to work..........

In order to make adjustments to Crystal Reports in SalesLogix (SLX) you need to have access to a machine with the SLX Architect and Business Objects Crystal Reports installed.  You will need your SLX Admin Password from your Administrator.

First thing to do is log into into the SLX Architect. Close the Open Project window that first opens and open the Manage Crystal Reports view via the Manage/Reports menu item. Highlight the Forecast by Account Manager report under the Opportunity family and select the Check Out icon using the tool bar icon on the top of the view.  Then select the Launch Crystal Report System icon on the tool bar located all the way to the right.

The next thing I do is select the key combination of CTRL R which should run the report.  This automatically establishes the connection to the database so I do not have to create one and then allows me to immediately see the effects of my change after I make it.  Now if you look at the Crystal report interface you will see two tabs right under the report name, "Design" is where you make modifications and "Preview" runs the report with data.  You can make modification in the Preview tab but when the change is made the report automatically refreshes the data.  In some larger reports I have seen Crystal crash because I made to many changes to quickly.  Trust me this is an issue if you have not saved in a while.  So I have gotten into the habit of making changes under the design tab only and of course saving a lot.

To change from Landscape to Portrait, simply right click on any white space on the report and select "Page Setup" from the list that appears.  When the interface opens, select the Portrait choice and close the interface.

If you navigate to the Design tab you will see some of the fields are now running off of the report.  So it is a good time to realign and our additional fields.  To add in the City and State fields. Since the Address table is not currently attached to the report.  To add this table I clicked on Crystals Database menu and selected "Database Expert" from the list that appears.  I found and highlighted the Address table in the list on the left and selected the arrow pointing to the right  located near the center of the open interface.  Then I selected the "Link" tab at the top of the open interface, when the tab opened I found that Crystal made the correct link to the Account table and all I had to do was make it a left join which is done by clicking on the line forming the link between the tables and selecting the "Link Options" button located on the right side of the interface.  Selecting OK, I am returned to the report, I searched for the field labeled CityStZip in the Address table, I then dragged the field onto the report and located the field under the Account name in Group Header 1b. 

I decided to make three columns of Opportunity related information.  I used the Opportunity Description field as the field to align to.  To adjust the date fields to display just the date instead of the date and time I held down the CTRL key and clicked on each of the fields I wanted to format and right clicked on one of the fields and select "Format Objects" from the list that appears.  Find the Date/Time tab, you can choose whichever style of date you wish too, I use the 03/01/1999 style the most.  Once your style is selected you can close the Format Editor and see the result.

I then created a new section under group header 1, this one is C, then added the Opportunity Notes field to the report.

I then worked to get the History Sub report to align within the Portrait space.  To use less space I also formated the DateTime field to display using the  3/01/1900 12:00 format.  I aligned the fields in the History subreport to the main report.  I spent quited a bit of time squeezing all of the fields together and ended up removing the Result field. 

So now I need to add the parameter that controls the Notes appearing in the report.  Here I am assuming that Notes mean the Opportunity and History Notes fields.  I noticed in the list of parameters that a View Notes parameter already existed,  So now all I need to do is create the formulas.  I created the following formula for suppressing the Opportunity Notes field.

If (IsNull({OPPORTUNITY.NOTES}) or {OPPORTUNITY.NOTES}="")
or {?ViewNotes}= "No"
Then True
Else False

This formula to suppress for the History Notes:

If (IsNull({HISTORY.HISTORYID}) or {HISTORY.HISTORYID} = "")
or {?Pm-?ViewNotes} = "No"
or {PICKLIST.TEXT} = "Database Change"
Then True
Else
False

I also added this for the label "With Notes"

{?ViewNotes} = "No"

Well-here is the report with Notes.

Looking at the "Notes:" after the "History Notes" label, I checked the database and the entry is in the data. 

Download the updated Report here and thanks for reading.

Get all of our Free SalesLogix Reports here...

Hey - Did you know?

American Flag


The American flag was adopted in 1777 and originally called The Stars and Stripes. Over the years, tradition has given meaning to the colors.  RED is for hardiness and valor.  WHITE is for purity and innocence.  BLUE is for vigilance, perseverance and justice.

Why is the flag backwards on a soldiers right arm?


 

This flag is symbolic of the men who used to march into battle with an actual flag. So steady and strong that the flag would blow behind them. On the arms of our soldiers, the flag faces as if being carried into battle, blowing behind them.

Enjoy your freedom and have a Happy 4th of July. Geo

 

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About George Jensen

   George Jensen is a Senior Developer for Customer FX Corporation.


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SalesLogix Opportunity Reports (Part 2) - The Reporting Blog said:

Pingback from  SalesLogix Opportunity Reports (Part 2) - The Reporting Blog

July 2, 2009 3:01 PM

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