August 2009 - Posts

• Slight Improvements to the Weekly Recap Report

  In a post labeled SalesLogix Ticket Reports (Part 7) dated Feb 19th, 2009 I wrote a blog post reviewing the SalesLogix Weekly Recap Crystal Report. During the post I did not have much to write about this particular report. When I reviewed the report today... Read more Posted Aug 27 2009, 02:13 PM by George Jensen with 2 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• Creating a "Great Class"

  When Dave Tinjum asked me to create a class for SalesLogix reporting, I thought no problem. I have taught many classes. In fact, I have taught soldiers how to shoot, move, and communicate. How to call for fire, and how to accurately shoot a 101 pound project 18 miles to destroy a target the size of tennis court. A reporting writing class, this should be easy. I started preparing a class on reporting in SalesLogix....... Read more Posted Aug 26 2009, 08:20 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix

• Combing the SalesLogix Ticket Closed - "By Assigned" and "By Received" Crystal Reports

  I wrote about these two reports back on Feb 12 2009 in a Post labeled SalesLogix Ticket Reports (Part 6) , Since the entire post is being refered to I will let you follow the link to see the detail. These two reports are essentially duplicates of each... Read more Posted Aug 20 2009, 01:21 PM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• Refreshing the SalesLogix Ticket Status - By Assigned Crystal Report

  Today we will tackle a report that is in need of a little updating, we will provide it a new look and fix some minor issues. The report was originally blogged about back on Februaray 11th 2009. Here is the link to see the entire post. Start Excerpt .... Read more Posted Aug 18 2009, 11:08 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• Improving the SalesLogix Ticket Knowledge Base Crystal Report

  The SalesLogix Ticket Knowledge Base Crystal Report is a very straight forward and well built document. On this my second review of the document I almost left it as is but I came up with a couple of things that might make the report a little better. Here... Read more Posted Aug 13 2009, 11:01 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• Updating the SalesLogix Problem Analysis - By Area Crystal Report

  Real easy quick post today. The Problem Analysis - By Area report was already fixed during the initial review. Read "Updating Sage SalesLogix Problem Analysis Crystal Report" to read the review. Mostly what I did to update this report is shrink... Read more Posted Aug 11 2009, 10:09 AM by George Jensen with 2 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads, Customer FX

• Updating Sage SalesLogix Problem Analysis Crystal Report

  All I wanted to do is fix the layout of this simple little report, but as I prepared for this post I noticed that the report was not totaling correctly. This was caused by not accounting for the records where an Area was selected but not a Category or an Issue. This will make updating this report a little more complicated but it will be fun all the same. Read more Posted Aug 07 2009, 09:59 AM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads

• Improving the Sage SalesLogix Support Follow-up Crystal Report

  Today we will get back to fixing, adjusting or improving the standard Crystal Reports that come with an implementation of Sage SalesLogix. I originally commented about this report on January 29th, 2009 in a post labeled SalesLogix Ticket Reports (Part... Read more Posted Aug 04 2009, 01:38 PM by George Jensen with 1 comment(s) Tags: Report Writing, Crystal Reports, SalesLogix, SalesLogix Report Downloads