Updating the SalesLogix Defect Items Crystal Report

Finishing up with the last of the Defect Family of reports, today we will modify the Defect Items Crystal Report that comes with a standard Implementation of Sage SalesLogix .  On December 08, 2008 in a blog post labeled SalesLogix Contract and Defect Level Reports, I wrote the following section on the Defect Items Report.  

Start Excerpt…………………..

The Defect Items report on the other hand looks like it is working great compared to the prior two reports.  This report display general defect level fields. There are no parameters set up to run in this report.  My first impression of the report made me feel that the Product information should be included, that way as a user I could know what products are involved in each defect listed.  I also thought that it would be nice to only see the open defects. 

End Excerpt…………………..

Some real quick stuff here to make this a better report.  We will add related product level data, and set up some parameters, one to not display products and one to allow the user to select the Defects based on Status.

The first thing I am going to do is add a little more info about the Defect record to fill in some white space.  I added the AssignedTo and Recorded date fields.  For the Assigned field I had to add the SECCODE table to the report through the Database Explorer, the table is linked to the Defect table by DEFECT.ASSIGNEDTO to SECCODE.SECCODEID.  Then I added the SECCODE.DESCRIPTION field in the report which will display the User or Team assigned to the Defect.

To add the related product info in this report we will need to add sections to Group Header 1 for labels and then add a Group 2 that will hold the data.  Remember, to add a section to a report, point your courser on the group you want the section to be added under, right click and select “Insert Section Below” from the list that appears.  To add groups you use the Insert/ Group menu item in the Crystal Interface.  The field my new group will sort by is PRODUCT.NAME.  I added the Name, ActualId (or SKU), Family, Status, and Description fields from the Product table to help describe the related products.

I created the two parameters.

Name the parameter “OpenOnly”, the Type will be “String”, under the Value section add “All”, “Open”, “Closed”, “Pending”, and “In Production” to the list (Note: these are the Default Pick list values, adjust to your needs), under Value Options section I added the Prompt Text of “What Status of Defects do you want to report on?” then set the Prompt with Description only to “True”, Default to “All”, and Allow custom values to “False”.

Name the next parameter “Products”, the Type will be “String”, under the Value section add “Yes” and “No” to the list , under Value Options section I added the Prompt Text of “Do want to See Related Products?” then set the Prompt with Description only to “True”, Default to “Yes”, and Allow custom values to “False”.

Then I worked on the suppression formulas.  The main one is the one to suppress records based on what the user selected in the parameter “OpenOnly” .  To set this I used the Report/Selection Formulas/Record menu items in the Crystal Interface.  The formula I entered looked like this:

if {?OpenOnly} = ‘Open’ then {Status.TEXT} = ‘Open’
if {?OpenOnly} = ‘Closed’ then {Status.TEXT} = ‘Closed’
if {?OpenOnly} = ‘Pending’ then {Status.TEXT} = ‘Pending’
if {?OpenOnly} = ‘In Production’ then {Status.TEXT} = ‘In Production’

Finally I did the fun part of alignments and organization to complete my adjustments to this report.  Looks Good!

Make sure to download a free copy of this report using this link.

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