• Blog Post: 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 views and so if the SQL within a view can provide a way of accessing data...
  • Blog Post: Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM.

    It is a common business requirement to add new custom entities into Sage CRM. This can be easily done either by using the Advanced Customization Wizard or by using the slightly more manual process of adding the new table under the Administration screens. See: Administration -> Advanced Customisation...
  • Blog Post: 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 key attribute data is complex and trying to work this out on our own to build a view would be a deeply...
  • Blog Post: 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: custom_reportbands custom_reportcharts custom_reportfavourites custom_reportfields...
  • Blog Post: How to customize reports through CSS in PDF format

    Today I'm going to present a simple trick "How to customize reports through CSS in PDF format". But first of all, all files mentioned in this article have to be backed-up before editing. When run a report we can choose 3 modes: Screen (HTML) Export to PDF Excel to XLSX...
  • Blog Post: Embed Sage CRM PDF Reports in External Applications

    An external application can make use of Sage CRM reports. It is not appropriate to invoke HTML reports from a 3rd party or external application as these are designed to interact with the Sage CRM interface. You only need think about the auto hyperlinking feature which allows drill down into Sage CRM...
  • Blog Post: Sage CRM and Cascading Stylesheet Support

    Sage CRM only has a browser based interface. The system screens that a user see as they navigate around the product are rendered in HTML. HTML tags are used to define the structure and content of a document. They say "This is a header", "This is a paragraph", "This is a table"...
  • Blog Post: custom_reports settings and Summary Reports

    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 groups and editing of summary reports, etc. Please read first a previous article " Reports, Saved Searches and Groups ". There...
  • Blog Post: What Reports have Charts?

    A customer had a requirement to see which reports had charts associated with them so they could consider them as Chart Gadgets in their Interactive Dashboard. It is not immediately clear from the standard report screen which reports might have a Pie chart or HBar associated with them: To allow...
  • Blog Post: Restricting Access to a Report to Specific Times of Day

    This article has been prompted by a question I was asked at a recent Developer training course in Johannesburg, South Africa. During the training course we discussed how when a user runs a large report it can place a load on the customer's server which in turn can create problems for other users...
  • Blog Post: 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/ FOP is an example of a print formatter that uses XSL formatting objects (XSL-FO) and is in theory...
  • Blog Post: Reports on stored Twitter messages (Tweets)

    Below you can see that my Social Media interactive dashboard has a simple chart showing the number of saved tweets for each of my contacts that I track using the Twitter component. This is a very simple chart but it does demonstrate the point that anything inside the Sage CRM database can be reported...
  • Blog Post: Controlling access to reports

    The security features in Sage CRM extend to cover the internal CRM reporting engine. If a user can not see the data in the screen then they will not be able to see the data in the reports. The main security profile settings apply and so do the field level security settings. But how can we stop people...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM

    I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails, and within the Interactive Dashboard...
  • Blog Post: 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: Header content - summary information from the current entity. For example, click on the Summary Report...
  • Blog Post: Tips for Building Views: A round up of articles on 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 Sage CRM and completely determine what can or can't be done in Reports, Marketing Groups,...
  • Blog Post: Creating Interactive Dashboard List Gadgets for Custom Entities

    List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created. The default behaviour associated with...
  • Blog Post: Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard

    This is the second in a series of articles discussing the creation of Custom Gadgets that can be added to the Interactive Dashboard in Sage CRM. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed to and from Custom Gadgets in JSON format...
  • Blog Post: Creating Groups on External Tables in Sage CRM (E.g. Sage accounting systems)

    The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails, and within the Interactive Dashboard as data sources...
  • Blog Post: Editing Report Styles

    In this article I want to consider how report styles can be edited. Consider this report which lays its list out with grid lines. And this report which lays its list out without grid lines. The choice of whether the report should be displayed with grids or not is controlled within the...
  • Blog Post: Customizing campaigns and marketing features

    Sage CRM out of the box provides users with a very useful set of marketing or campaign management features. Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu. In the image above you can see...
  • Blog Post: Graphical Workflow for Marketing

    In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
  • Blog Post: Creating a new Reports Administration screen in classic ASP COM API

    Working with reports can be a little frustrating. Consider this listing of the General report category. And then try and answer the following questions Which reports have charts? Which reports show a Gauge? Which reports are Cross Tabs? Which reports were created by the...
  • Blog Post: Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
  • Blog Post: Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...