November 2008 - Posts

• SalesLogix Contact level Reports

  Today we will review the 6 Contact level reports that are implemented with standard Sage SalesLogixs (SLX) Implementation. Here we are going to see a lot of the same style reports that we saw under the Account level. Read more Posted Nov 28 2008, 08:40 AM by George Jensen with 4 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Activity Level Reports

  A lot of the reports I create for clients are focused on user performance. Managers are saying "These are the goals I have established for my user base. Where do they stand in accomplishing them?". Read more Posted Nov 25 2008, 09:48 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Account Level Reports

  Today we are looking at the seven standard reports of the Account level in Sage SalesLogix (SLX). For each I will explain the focus of the report, detail the User and Date Range condition filters, identify any issues I discover, and make any suggestions... Read more Posted Nov 20 2008, 09:38 AM by George Jensen with 10 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Reports Area

  While working on Sage SalesLogixs Visual Analyzer project for a client, I arrived at the conclusion that there are a lot of SalesLogix users that are unaware of the Reporting abilities that come with a standard SLX implementation. In the next few posts I hope to detail out this easy to use capability and provide some exposure to the content of the SLX standard reports. Read more Posted Nov 19 2008, 09:38 AM by George Jensen with 5 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• Visual Analyzer Set Up (Part 7) All of the Rest of the KPI's

  The remaining KPI's we have not discussed are Wins, # Opps, Losses, Accounts, and finally Customers. Read more Posted Nov 18 2008, 01:25 PM by George Jensen with no comments Tags: Report Writing, Visual Analyzer