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  • 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 in an external...
  • Blog Post: Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM v7.1 SP2 and earlier.

    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: Adding a Report Button to an Existing System Screen, e.g. OpportunitiesList (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. This article shows how to add a button to an existing system screen that will call a report. For example if you look...
  • 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 we want to run report we can choose 3 modes: Screen which is HTML Print Preview...
  • Blog Post: Embed Sage CRM PDF Reports in External Applications

    This is a fun little trick that I discussed at a recent conference. There has been some discussion in the past about how an external application could 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...
  • 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: 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 groups and editing of summary reports, etc. Please read first a previous article " Reports...
  • Blog Post: 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 has caused me to do a little more investigating with my development and localization colleagues...
  • 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: Using COM ASP pages in the Reports area in Sage CRM 7.1 and earlier

    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 it was called eWare) reports used to consist of actual text files stored in the folders underneath...
  • 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: 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

    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 user can not see the data in the screen then they will not be able to see the data in the reports. The...
  • Blog Post: 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 a number of standards. Sage CRM only has a browser based interface. The system screens that...
  • Blog Post: How to launch a Crystal Report from a Custom ASP page.

    To create a button that calls a hyperlink that is properly formed and uses the correct SessionID information you can use the eWare.URL method. //myBlock is a screen, list or container block var strFindCompanyButton = eWare.Button("search","search.gif", eWare.Url(130)); myBlock...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM v7.1

    Note : I have mentioned Sage CRM v7.1 in the title because that is the version with which I worked. 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...
  • Blog Post: 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 the style when we define a report, as we can see from the image below. This style choice is then...
  • 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: 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 When Sage CRM is configured to use Crystal Reports XI then certain ASP pages are used...
  • Blog Post: 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 the database then it immediately changes the system with out need to recompile or otherwise 'deploy'...
  • 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 in Sage CRM v7.1sp1

    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: Sage CRM v7.1: 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 v7.1. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed to and from Custom Gadgets in JSON...