Tag: Crystal Reports

Updating the SalesLogix Problem Analysis – By Area Crystal Report

Real easy quick post today.  The  Problem Analysis – By Area report was already fixed during the initial review.  Read “Updating Sage SalesLogix Problem Analysis Crystal Report” to read the review.  Mostly what I did to update this report is shrink the Cross Tab fields to a size that allowed 31 one days of data to display on […]

Updating Sage SalesLogix Problem Analysis Crystal Report

All I wanted to do is fix the layout of this simple little report, but as I prepared for this post I noticed that the report was not totaling correctly. This was caused by not accounting for the records where an Area was selected but not a Category or an Issue. This will make updating this report a little more complicated but it will be fun all the same.

Improving the Sage SalesLogix Support Follow-up Crystal Report

Today we will get back to fixing, adjusting or improving the standard Crystal Reports that come with an implementation of Sage SalesLogix.  I originally commented about this report on January 29th, 2009 in a post labeled SalesLogix Ticket Reports (Part 2) Start Excerpt……………Now let’s review the SalesLogix Support Follow-up – Sample report.  The report allows you […]

An Update to the CFX_Opportunity Detail Report.

I was working with a client yesterday on the standard Sage SalesLogix Opportunity Detail Crystal Report and we came upon a issue that was not addressed in my review or in my attempt to improve the report.  The issue – if you have multiple History records, all from one day, you only see the first […]

Fixing the SalesLogix Support Escalated Tickets Crystal Report

Were are working with the Ticket Level Reports that I wrote about in a post labeled SalesLogix Ticket Reports (Part 2)  on January 29th, 2009.  This is what I wrote concerning this report. Start Excerpt……Taking a look at the Support Escalated Tickets report first.  When I ran the report there were no additional parameters and it provides the Ticket level […]

Adding to the SalesLogix Support Call Turn Around Crystal Report

Today we are going to look at the SalesLogix Support Call Turn Around Crystal Report.  I wrote about this report on January 27th 2009 in a post labeled SalesLogix Ticket Reports (Part 1).  This is what was written about the report.  Start Excerpt…………….Now lets look at the Support Call Turn Around report.  The purpose of this […]

Improving the SalesLogix Billable Ticket Crystal Report

Today we will take a look at our first Ticket Level report.  In the SalesLogix Billable Ticket Crystal Report there is very little to fix but I think the comments about modifying the report are still accurate.   The post that I reviewed this report in was written on January 27th 2009 and was labeled SalesLogix Ticket Reports (Part 1).  This is […]

Updating SalesLogix Opportunity Summary Crystal Report

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………………The Opportunity Summary report is a simple little report that provides basic Opportunity information.  But this [&...

Finishing SalesLogix Opportunity Detail Crystal Report

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 post.  This is what I wrote on the “Opportunities Detail” report.Start […]

Further Updating the SalesLogix Open Opportunities by Account Crystal Report

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 prett...

Updating the SalesLogix Forecast by Account Manager Crystal Report

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.

Fixing the Support Call History Crystal Report

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………………..The Support Call History report is truly a miss placed and poorly written report.  The content of […]

Updating the SalesLogix History Summary Crystal Report

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………………..The History Summary Report is very impressive.  This report is a user based report.  The User group has ...

Improving the SalesLogix History By Contact Crystal Report

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 Excerpt………………..SalesLogix History ReportsPublished Dec 16 2008, 04:21 PM by George Jensen | [Edit Post] Just to ensure [&hellip...

Improving the SalesLogix History By Account Crystal Report

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 functionality.  All posts contain links on where the modified report can be downloaded for […]

Updating the SalesLogix Defect Items Crystal Report

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 Level Reports, I wrote the following section on the Defect Items Report.  Start Excerpt…………………..The Defe...

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