Tag: Reporting

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 the "Template uploaded" checkbox...

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 in the system. If...

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 Word choices available to users. You...

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 to view previously run...

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 repository on Github: Announcing the FX.ReportUtility Assembly The...

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 roles.  The required secured...

Here is a quick rundown of how to invoke a report for the current record in the various levels of SLX. In 7.54 btnPreview.OnClientClick = "ShowReportByName('Sales Order:SalesOrder Detail'); return false;"; In 8.0 btnPreview.OnClientClick = @"require(, function (Service) { var oReporting = Sage.Services.getService('ReportingService'); oReporting.showReportByName('Sales Order:SalesOrder Detail'); return false;});"; In 8.1 btnPreview.OnClientClick = @"var oReporting = Sage.Services.getService('ReportingService'); oReporting.showReport('Sales Order:SalesOrder Detail', 'SALESORDER', Sage.Utility.getCurrentEntityId()); return false;"; Please note that somewhere along the way...

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 defined printer on...

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 works fine in the web...

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 error like this: ...