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 is […]

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 databaseselecting […]

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 (Final Thoughts)

For the last several posts I have been writing about my first hand experience using the reporting tool called Stonefield Query for Sage SalesLogix.  I thought it might be time to wrap it up with some overall final thoughts.  For those just joining the experience the series of post starts here.  My blog series was meant to provide, […]

Looking at Stonefield Query for Sage SalesLogix (Part 6)

Again, I have to apologize for the rather long break between posts.  The Minnesota National Guard and I have been seeing quite a lot of each other over the past few months.  Reminds of a post I wrote over a year ago called “Supportive Commitment“, what was written in that post is still true today.  […]

Looking at Stonefield Query for Sage SalesLogix (Part 5)

Sorry for the long absence, I went away on some training with the Minnesota National Guard.  This is the fifth post in series that is covering the use of a reporting tool called Stonefield Query for Sage SalesLogix.  If you would like to take a look at the previous posts here are the links Post 1, […]

Looking at Stonefield Query for Sage SalesLogix (Part 4)

The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix.  The first two posts have been focused on set up and interface layout. Last week we created our first report.  This week we are going to see if our report can handle custom tables.  I have […]

Looking at Stonefield Query for Sage SalesLogix (Part 3)

The last couple of weeks I have been working on a series of posts introducing Stonefield Query for Sage SalesLogix.  The first two posts have been focused on set up and interface layout. This week we are going to actually dig in and create our first report.  I always try to stress in classes that I […]

Looking at Stonefield Query for Sage SalesLogix (Part 2)

Last week I wrote about my experience downloading and setting up Stonefield Query.  This SalesLogix reporting tool has been around for years and I thought it was time to take a close look at the tool and its capabilities.  I am still in the introductory mode, getting use to where things are.  Today we will take a […]

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 […]

Using Microsoft Excel as a delivery method for reporting

There are many ways to get your data into a Microsoft Excel spread sheet for reporting purposes. Business Objects Crystal and Sage SalesLogix both offer an option to kick out report data to an Excel spread sheet.  Last week I worked with a client who wanted exactly that, a set of data exported to Excel […]

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