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• Some thoughts on Sage CRM, FOP, PDF and Reports

  This article has been edited (31st October 2009) to correct links. Sage CRM uses Apache FOP (Formatting Objects Processor) to generate its reports in PDF format. See http://xmlgraphics.apache.org/fop/... Posted Oct 31 2009, 07:23 by Jeff Richards with | with 1 comment(s) Filed under: System Actions, ASP, buttons, Reports, PDF

• About the Crystal Reports XI Viewer

  Within Sage CRM 6.2 the version of Crystal Reports that CRM is configure to use is set in the System Administration screens Administration -> E-mail and Documents -> Documents & Reports Configuration... Posted Oct 02 2009, 11:07 by Jeff Richards with | with no comments Filed under: ASP, Reports, Crystal, System Administration

• Reporting on Customizations

  One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in... Posted Aug 24 2009, 10:07 by Jeff Richards with | with 4 comment(s) Filed under: Custom Content, Workflow, create script, table level scripts, SQL, Views, Reports, onChange, Validation, Fields, customization

• Adding a Report Button to an Existing System Screen, e.g. OpportunitiesList

  This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been... Posted Jul 13 2009, 11:45 by Jeff Richards with | with no comments Filed under: Custom Content, System Actions, clientside, buttons, Reports, Button Group

• Tips for Building Views

  The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within... Posted Jul 01 2009, 10:28 by Jeff Richards with | with no comments Filed under: Workflow, Web Services, SQL, Views, Reports, Security, Logging, Fields, Graphs, vsentinel

• Building Cross Database Views for Reporting

  You may need to reference data held outside of Sage CRM and within another application's database for a variety of business requirements including Reporting Graphing Reports within CRM are based on... Posted Jul 01 2009, 09:42 by Jeff Richards with | with 2 comment(s) Filed under: SQL, Views, Reports

• custom_reports settings and Summary Reports

  The links in this article has been corrected. The information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic... Posted Mar 16 2009, 08:40 by Jeff Richards with | with 4 comment(s) Filed under: Saved Searches, Reports, Summary Reports, Groups

• Using COM ASP pages in the Reports area

  This article has been updated to further describe the technique used and to ensure the code conforms to the convention introduced in Sage CRM 6.2. Along time ago in previous versions of Sage CRM (when... Posted Mar 16 2009, 08:29 by Jeff Richards with | with 1 comment(s) Filed under: ASP, Reports

• Can I create new Summary Reports in Sage CRM?

  Summary reports, which show a quick overview of account information, are available from the Summary tabs of: Companies People Opportunities Cases A summary report is made up of two customizable areas:... Posted Feb 17 2009, 08:45 by Jeff Richards with | with no comments Filed under: Reports, Summary Reports

• Sage CRM and Cascading Stylesheet Support

  An interesting question came my way a few days ago: Which version of CSS is compatible with Sage CRM 6.1 and 6.2? I think the question was asked because of the fact that CSS (Cascading Style Sheets) have... Posted Dec 08 2008, 11:40 by Jeff Richards with | with no comments Filed under: Reports, Internet Explorer, Cascading Stylesheets, CSS

• Editing Report Styles

  I have discussed in an earlier article how a report is defined in Meta Data. One aspect I have not discussed yet it how a report's appearance is defined using Style Sheets. We have the option to choose... Posted Mar 26 2008, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: Reports, Cascading Stylesheets, XSL, CSS

• Reports, Saved Searches and Groups

  I hope in this article to explain the meta definition of the following structures: Standard Reports Saved Searches Groups (Target Lists) These features/structures in Sage CRM all use the Reports tables... Posted Mar 18 2008, 10:00 by Jeff Richards with | with 5 comment(s) Filed under: Saved Searches, Reports, Groups, Target Lists, Meta Data, Data Model

• Controlling access to reports

  I am going make the assumption you are working with Sage CRM 5.8 onwards. It is worth reminding ourselves that the security features in Sage CRM extend to cover the internal CRM reporting engine. If a... Posted Feb 19 2008, 10:00 by Jeff Richards with | with no comments Filed under: Tab, Reports, Security, Sage CRM 6.0, Sage CRM 5.8

• Some thoughts about Chinese Character support

  I have written before about the support for Chinese and double byte character sets within Sage CRM. A couple of recent questions that have been directed to me about reporting in Thai and Chinese characters... Posted Jan 20 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Reports, Unicode, Thai, Chinese

• Reports and Graphs using Key Attribute Data

  Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the... Posted Sep 08 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: SQL, Views, Reports, Sage CRM 6.0, Sage CRM 5.8, Key Attribute Profiling, Graphs, Groups, Target Lists