Tag: Crystal Reports

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Working with Crystal Alerts

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 for a report I have written.  To get help with […]

Creating Lists in Merge froms

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 share with the SLX user community so I […]

The Absolute Best Way to Sync Views Out to Remotes

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.

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 […]

Planning a SalesLogix Crystal Report

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...

Updating the SalesLogix Work Order Crystal Report

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 that it is out of date with the way SalesLogix currently operates today.  For example, […]

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 I thought of one improvement that we could make.  Currently this report is set up to give […]

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