February 2009 - Posts

• Fixing the SalesLogix Account Address Book - Sample Crystal Report

  Over the past few months I have been reviewing the Crystal reports that come with a standard implementation of Sage SalesLogix. Along the line I have made comments on how to improve these reports to make them a better resource for you, the user. I have... Read more Posted Feb 26 2009, 12:43 PM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• SalesLogix Ticket Reports (Part 7)

  This is the final post reviewing the standard Crystal reports that come with an implementation of Sage SalesLogix. Today we will cover the remaining reports labeled Support Unresolved Tickets, Support Weekly Recap, and Support Work Order. All of these... Read more Posted Feb 19 2009, 09:11 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• Crystal Reports (Passing figures from a Sub Report to the Main Report)

  Have you ever wanted to refer to data calculated and displayed within a sub report on your main report. I recently worked with a Sage SalesLogix client who is updating the Crystal Report that comes standard with our Customer FX Power2Quotes software. The client wanted to have the total value formulated in his sub report reflected in the quote report total, this is how we did it. Read more Posted Feb 17 2009, 08:01 AM by George Jensen with 14 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Ticket Reports (Part 6)

  We are still reviewing the Ticket level reports that come with a Standard Sage SalesLogix Implementation. The two Crystal Reports being covered today are labeled "Tickets Closed by Assigned" and "Ticket Closed by Received". The layout... Read more Posted Feb 12 2009, 03:37 PM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Ticket Reports (Part 5)

  Continuing on with the review of the Ticket area reports. Today we will focus on the reports labeled "Support Ticket" and "Support Ticket Knowledge Base Summary". Both of these Crystal reports come with a standard implementation of... Read more Posted Feb 11 2009, 11:58 AM by George Jensen with 2 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Ticket Reports (Part 4)

  Today we are looking at two analysis reports that reference the Area, Category, and Issue fields of the Tickets level. Both of these Crystal reports come with a standard implementation of Sage SalesLogix. The Area, Category, and Issue values are managed... Read more Posted Feb 05 2009, 10:21 AM by George Jensen with 2 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• SalesLogix Ticket Reports (Part 3)

  Real quick post today. I am covering the Ticket level reports labeled Support Follow-up Statistics by Assigned - Sample and Support Follow-up Statistics by Received - Sample. These reports are written in Crystal and come with a Standard Sage SalesLogix... Read more Posted Feb 03 2009, 10:39 AM by George Jensen with no comments Tags: Report Writing, Crystal Reports, SalesLogix