Tag: Crystal Reports
Adding a Graphic to a Crystal Report in Infor CRM
Did you ever wonder how to add a graphic into one of your reports in Infor CRM?
Adding Automatic Filters to Crystal Reports Run Through the Infor CRM Web Client
Filed under "when did this get added".
I just found that in the 8.3.09 Infor CRM system that the Crystal Report "Activities: Current Activities - Sample" when run through the web client acts differently then when run through the LAN client. In the web client it filters down the report to only show current user data, where in the...
Viewing Previously Run Reports in Infor CRM Web
When you run a report in the Infor CRM Web client, the request it passed to the job server, which runs the report and saves it as a PDF. This PDF is saved in the attachment folder defined for CRM and it also creates a record in the attachment table. This information can be used to view previously run...
HTTP Request error with Crystal Reports in Infor CRM
An unusual error cropped up with a single Crystal Report in InforCRM. Other reports were running fine, and I was having quite a bit of trouble figuring out what the issue was.
Running a Crystal Report from a Button with Custom Conditions in the Infor CRM (Saleslogix) Web Client
In a previous post I talked about how to run a report based on the current entity from the click of a button.
btnPreview.OnClientClick = @"var oReporting = Sage.Services.getService('ReportingService');
oReporting.showReport('Sales Order:SalesOrder Detail', 'SALESORDER', Sage.Utility.getCurrentEntityId());
return false;";
That code calls the showReport method which requires 3 inputs, the report name and family, the main table to add the condition to, and the ID...
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 on this post. In the last post we started building...
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 steps:
connecting to the database
selecting our tables and views
establishing...
Crystal Connection through the SalesLogix OLE DB Provider
The first step in creating a report in Business Object Crystal Reports is always the connection to the database. In a post labeled "Report Database Connections", I discuss one method of making a connection to a SQL database. That post will lead you through how to make the connection using the Microsoft OLE DB Provider for SQL Server using the sysdba login and password. ...
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 establishing quotas ( or goals) for your...
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 users by updating the Manage Quota...
