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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... Read more
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As we continue adjusting the Crystal reports that come with a standard implementation of Sage SalesLogix we come to the Opportunity Detail report. I wrote about this report in a blog post on January 6th 2009. Here is the link if you want to revisit the... Read more
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The orginal post was written using a 7.2.2 version of SalesLogix and I am happy to report that the 7.5.1 version of this report was updated fixing the date formatting issue. The percent sign for probability was also addressed by simply adding the percent sign in the label and removing it from the details section of the report. This version of the report is update with a new color scheme and the subtotal are much more to the point. Looks pretty good but for the heck of it I am going to make some changes to the report just because I can.
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I made it through two very challenging weeks of Annual Training and I am ready to restart our efforts on fixing and adjusting the standard Crystal Reports that come with an implementation of Sage SalesLogix . I wrote a blog post on January 6th of this year. Here is the link if you want to revisit. This is what I wrote on the "Forecast by Account Manager" report. Read more
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This may be my last blog for a couple of weeks. Most of you probably do not know this but I am a First Sergeant in the Minnesota National Guards and tomorrow I start the Two Weeks portion of my year. As of May 1, 2009 I have 25 years on the books serving... Read more
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I am going to take a break on improving the Crystal Reports that come with a standard implementation of Sage SalesLogix and discuss something I hope may be helpful in your efforts. Currently I am working on a report for a client that is proving to be... Read more
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I had the pleasure of actually talking to some of the readers of this blog over the last week. It was a lot of fun talking to people with the same interest as I have. I find working in the Crystal Reports very challenging and it was nice to know that... Read more
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The final report in the History Family is the Support History Crystal Report. On December 16th 2008, I wrote a blog post on the SalesLogix History Reports . In the post I wrote the following on the Support History Crystal Report. Start Excerpt.......... Read more
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Next up in our updating of Sage SalesLogix standard Crystal reports, History Summary. On December 16th 2008, I wrote a blog post on the SalesLogix History Reports . In the post I wrote the following on the History Summary Crystal Report. Start Excerpt... Read more
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Next up in our updating of Sage SalesLogix standard Crystal reports, History By Contact. On December 16th 2008, I wrote a blog post on the SalesLogix History Reports . In the post I wrote the following on the History by Contact Crystal Reports. Start... Read more
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I have been working through each of the Crystal reports that come with an standard Implementation of Sage SalesLogix. In previous posts I have reviewed each of the reports and lately I have been working through each making adjustments and hopefully improving... Read more
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Finishing up with the last of the Defect Family of reports, today we will modify the Defect Items Crystal Report that comes with a standard Implementation of Sage SalesLogix . On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect... Read more
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Continuing on with the Defect Family of reports, today we will modify the Defect Activity Crystal Report that comes with a standard Implementation of Sage SalesLogix . On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports... Read more
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Getting started on the Defect Family of reports, today we will modify the Defect Crystal Report that comes with a standard Implementation of Sage SalesLogix . On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports , I... Read more
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Finishing up on the Contract Family of reports, today we will modify the Expired Contracts Crystal Report Read more
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Still working through fixing, adjusting, or updating the Crystal Reports that come with a standard Implementation of Sage SalesLogix. I have moved into the Contract Family of the reports. On December 08, 2008 in a blog post labeled SalesLogix Contract... Read more
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Real quick post today as we continue fixing adjusting and updating the Crystal Reports that come with a standard Implementation of Sage SalesLogix. On November 28, 2008 I wrote a blog post labeled SalesLogix Contact level Reports , the following is a... Read more
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We are now half way through fixing or adjusting the six Contact Level Crystal reports that come with a standard implementation of Sage SalesLogix. Today we focus on The Contact Summary Report. On November 28 2008 I wrote a blog post labeled SalesLogix... Read more
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Today, not only are we focusing on the Contact Phone Book Report which is a Crystal report that comes standard with an implementation of Sage SalesLogix, but also we are going to add some additional functionality to the Contact Address Book report that... Read more
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Today we are fixing the Contact Detail Report which is a Crystal report that comes standard with an implementation of Sage SalesLogix. On November 28 2008 I wrote a blog post labeled SalesLogix Contact level Reports , the following is an exert on the... Read more
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Since there was not much to improve on the other two Activity level reports I thought I would push forward into the Contact layer. On November 28 2008 I wrote a blog post labeled SalesLogix Contact level Reports , the following is an exert on the Contact... Read more
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Today we start fixing or adjusting the Activity Level reports that come with a standard Implementation of Sage SalesLogix. On November 25th 2008 in a post labeled SalesLogix Activity Level Reports , I wrote the following on the "Current Activities"... Read more
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I am in the early stages of going through and fixing the Crystal Reports that come with a standard Implementation of Sage SalesLogix. The fixes or adjustments are based on my review of the reports from November 2008 until the middle of February 2009.... Read more
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Today we continue fixing the Crystal Reports that come with a standard Implementation of SalesLogix. The report I am targeting today is the Support Account Product list. On November 20th 2008, I wrote a bog post labeled SalesLogix Account Level Reports... Read more
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Over the past few months I have been writing up reviews on all 60 standard Crystal Reports that come with standard implementation of Sage SalesLogix. Recently I started a series of posts that talks the reader through the process I use to update each report... Read more
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