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  • Leveling out Users Data.

    I am four posts into building a drill down report using Sage SalesLogix Visual Analyzer and Dashboard as a my guide. This series of post starts with a post labeled " Updating the Managed Quota Area for Sage SalesLogix " , if you follow the links on each post you will eventually end up back...
    Posted to George Jensen's Blog (Weblog) by on

  • Writing the User - Quota vs Actual Crystal Report.

    Over the last three posts we have updated the Quota's are of Sage SalesLogix , we have built SQL views to collect both the Quota data and the Actual Numbers for comparison. Now we will start writing our report. I am not going into to much detail on layout. My goal is to walk you through the common...
    Posted to George Jensen's Blog (Weblog) by on

  • Gathering the Actual Numbers for Reporting Comparison

    I have just started writing a series of posts that will lead the reader of this blog through the creation of a report with the same kind of data break down as you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board. In the first week I provided a method to effectively...
    Posted to George Jensen's Blog (Weblog) by on

  • Gathering User Quotas for Reporting

    If you read last weeks post , you will know I am setting up to build a user based report that will give the reader a lot of the same data you see in the standard Sage SalesLogix Visual Analyzer and the Sage SalesLogix Dash Board. Last week I provided you the ability to effectively set goals for your...
    Posted to George Jensen's Blog (Weblog) by on

  • The Absolute Best Way to Sync Views Out to Remotes

    Well this topic is dead, or at least it will be after this post. 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...
    Posted to George Jensen's Blog (Weblog) by on

  • Sync Views out To Remotes

    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 organize your data did not synchronize out to your...
    Posted to George Jensen's Blog (Weblog) by on
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    Jun 03, 2013
SalesLogix v8: Exploring Search Options and Filters

 
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SalesLogix Web - Marketing Campaigns

 
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