Tag: Report Writing

In bpm'online, each section has a "Notes" field which stores the text entered as HTML. If you want to display the notes content in a Word printable you'll be out of luck and will just see HTML itself with all the markup, not the formatted HTML content (support reps have mentioned this is being looked into as a change for...

One of my favorite things you can do in a DevExpress report for bpm'online is using C# to manipulate your data and format it, combine values, etc before the report is rendered. When a DevExpress report is run, every object you've placed on the report has an OnBeforePrint event. This event fires after the object has been bound to the...

Bpm'online has two different out of the box options for creating printables (three if you also count the Excel Reports package available in the marketplace). The usual go-to for printables is a Word printable. They are quick and easy to create. However, there's only so much you can do in a Word printable. The other, less used although more...

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...

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 a valid solution but...

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.

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...

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...

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.  ...

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...