When using the Creatio marketplace addon for Excel Reports (which is a fantastic add-on that every system should have installed), you might have discovered that in recent versions of Creatio you’re no longer able to upload a template for the Excel report. You click the button to upload the template and then nothing happens and […]
In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]
When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
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 […]
I recently had a client that needed to use server-side code to export a report to a PDF and add as an attachment to a record. There’s some tricky code to do this, so I decided to wrap it up in a reusable and open source assembly. Take a look at the open source FX.ReportUtility […]
We recently had a client complaining users could not run reports in their upgraded Infor CRM v8.1 web client. The Run Report and Schedule Report tasks in the Report manager area were not showing. These common tasks are constructed in javascript. They assume pre-existing secured actions exists and that these secured actions belong to user […]
Here is a quick rundown of how to invoke a report for the current record in the various levels of SLX. In 7.54 In 8.0 In 8.1 Please note that somewhere along the way I think the family that reports are saved in my have changed from SalesOrder to Sales Order. Those parts of the […]
I recently received a tip from a Swiftpage employee about how to speed up the running of Crystal Reports in Saleslogix. It seemed like it really helped in some reports. The Crystal .Net API used for web reporting can take a long time to load reports, usually when applying connection information and also when validating […]
The later version of SalesLogix allow the storage of Unicode data in the database. This allows for the use and Japanese or Chinese characters. I recently found if you try to use the PDF export of a Crystal Report that has a field containing Unicode data in a SalesLogix field, the preview of the report […]
I was recently working with a Visual Studio project utilizing the CrystalDecisions components as references. I ran into a curious situation where when I added a reference to the 10.5 version of the dll it added fine but when I tried to add the 11.5 version of the same dll, I received a Visual Studio […]
The standard SalesLogix 7.5.x “SLX Web Reporting” site can only be used for one database because it contains a Connect.Config file that points to a single database. You can switch between databases by re-deploying the “SLX Web Reporting” site, but in a development environment it is more convenient to set up multiple reporting sites, one for each database. The below procedure explains how to setup reporting dedicated to one database. (The...
Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds a number of functions to facilitate running reports in […]
A question came up from a person attending our current Report Writing class about how to flatten out data that exists as multiple rows in the database to a single string in a report. There is a really cool trick you can do in SQL to accomplish this which I previously outlined in a post on my personal blog where I outline a technique that can be used to make a query append each value from the rows in the query to a variable. Without using cursors,...
I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record.
We've added a new page to our site listing all of the Enhanced SalesLogix Reports we are creating as part of an ongoing series of blog posts by George Jensen, Crystal Reports Guru at CFX.
There was an issue reported by a customer when running the Current Activities - Sample report on the network client, namely, he could not select a start or end date using the date picker. The system immediately returned
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