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Recently I was asked to provide some help to a client on something that is very simple and very easy to accomplish. I have covered this same topic in a lot of my blogs posts but this very simple task is buried in with a lot of other detail, so I thought...
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Today I worked with a reader of this blog to help with a challenge. The company wanted a Crystal Report filtered to only display data with the current date with a time equal to or after 10:00 PM and include records for next day with the time being equal...
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SAP Business Objects Crystal Reports (Crystal Reports) is the report writer for Sage SalesLogix (SalesLogix). I am a developer that works for the best CRM Consulting and Service Provider in the world and we primarily work with SalesLogix. This blog focuses...
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I have been very derelict in my blogging responsibilities for Customer FX. Lately, during my commute, I have been trying to figure out why. I have come up with two reasons for my hesitation in writing blogs: First - We at Customer FX have been extremely...
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I have often wondered about what the alerts functionality in Crystal Reports was all about so I though I would take a little time to figure it out today. The scenario I will use gives me an alert that identifies when and if a certain Account record qualifies...
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I have done this in one or two of the SalesLogix Crystal reports I worked on in previous posts to help separate out records. I recently had a client ask me how to do this and when I looked back through the posts I discovered that the information is buried...
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Today I am going to write about the "Next" and "Previous" Functions available with Crystal Reports. As their names describe the intent of these functions is to provide you a value of your selected field for either the Next or the Previous...
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There are two functions that come with SAP Business Objects Crystal Reports that can help you display on your reports when the report format was last modified. These functions are found under Functions>Document Properties and are labeled ModificationDate...
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If you find yourself in a position where you need to report into the future, Crystal provides a couple of functions that allow you control what data is displaying. First lets look at the AllDatesFromToday and AllDatesFromTomorrow functions. These functions...
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Business Objects Crystal Reports comes with some really nice standard functions that make working with your data very easy. I have been working on series of blog posts that introduces some of these functions to help SalesLogix report writers with their...
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There are many ways to get your data into a Microsoft Excel spread sheet for reporting purposes. Business Objects Crystal and Sage SalesLogix both offer an option to kick out report data to an Excel spread sheet. Last week I worked with a client who wanted...
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I have often been asked to provide the ability to allow users a multi select parameter, such as User Name, and then have that parameter limit the data in their Crystal report. I have to admit this one has always been one of the items I always have struggled...
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We just had a client ask or support team how to display one to many data (or a list) in merge forms. This is very achievable, the process is pretty straight forward and can really expand the use of your merge forms. As is the Customer FX way we want to...
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This function is very popular one that allows you to organize your data based on Dates. The basic syntax for the function looks like this: DATEPART( Interval Type, InputDateTime) A more realistic example: DatePart ("m",{ACTIVITY.STARTDATE})...
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I have been spending some time writing about the Functions that come with Business Objects Crystal Report. Today I thought I would start some posts on the Date and Time Functions. These functions are mostly used for helping the user dissect any DateTime...
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In all forms of development there are times when you need to convert data types for use in formulas. In Business Objects Crystal Reports, I often use data with labels control to display totals in my report footers. To do this in my SalesLogix Reports...
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I have seen the Length function that comes with Business Objects Crystal Reports used a lot in the standard Sage SalesLogix reports. Mostly you see this function used in the formula fields created for displaying phone numbers in true false statements...
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The next topic in our write- up of the Functions that come with Business Objects Crystal Report is the Like function. I use the "Like" function a lot in my record selection criteria. Double parenthesis and the star character is the key to this...
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Continuing on working with the functions in Business Objects Crystal Reports I thought we could look at the Left and Right functions. I know to some of the readers this may be some simple stuff but remember I try to write to new users of Crystal and SalesLogix...
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This is the start of a series of post working with the many functions used in the Formula Workshop of Business Objects Crystal Reports. These functions are often used while reporting out of Sage SalesLogix database. Today I thought I would start out with...
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During the SalesLogix Report Writing Class, I was asked where is a good place to find syntax for Crystal formulas. My answer is of course the web, or the many books that provide information about Business Objects Crystal Reports. While thinking of what...
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I wrote about this topic just prior to The Crystal Report Writing class. During the class the question was asked "What about using the Execute SQL tool in the SalesLogix Administrator for syncing out SQL views to remotes?" As a development team we have looked at this before and always found that it just did not work. But we had not tested it in quite a while so we decided to try it again, and this time it worked.
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The scenario is you have created a SQL view for use in a Crystal Report. Your end users are excited about the report but then you started getting phone calls from your remote users that the report will not run. You realize that the view you used to help...
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One of the most common errors in developing Crystal Report in Sage SalesLogix is the failure to plan. A lot of times we just jump in without any fore thought and then spend a lot of time back tracking and making the report work after the fact. I suggest the creation of a internal scope or Blueprint document...
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I reviewed the SalesLogix Work Order Crystal report on the 19th of February 2009. This report turned out to have a number of issues. Here is what I wrote about this report in my original review. Start Excerpt.............. Looking at this report you see...
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