Tag: Report Writing

Working with the Picture Object in Crystal

We have had several inquires lately on how to dynamically change images in a report based on report data.   For example you have pictures of products that you want to display in a report.  One way to accomplish this is to add an image with each product in a huge segmented report and have Crystal sort things out through suppression rules.  This […]

Setting custom date ranges in Crystal

Recently, I had to develop a report which was to return data within a particular date range. Specifically, a user would need to select a date and the report would then return data from a range of Monday of the previous week to Friday of the current week. I was able to accomplish this fairly easily using Global and Local variables and a couple of different date functions.

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 […]

Looking at Stonefield Query for Sage SalesLogix

Since reporting is one of my interests I always tend to take notice when I hear of a reporting tool.  A few weeks ago Scott Weber, Customer FX’s own CRM Practice Manager and Senior Consultant, introduced a product to me called Stonefield Query.  It was a ten minute demo but I was pretty impressed by what I saw.  I thought I would […]

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 […]

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