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Key Attribute Profiling
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...
8 Sep 2007
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...
18 Mar 2008
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...
16 Mar 2009
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...
11 Feb 2011
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...
2 Sep 2011
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...
16 Mar 2011
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...
11 Feb 2011
636-16957 - Reports and groups not showing the fields that were selected on creation
Summary: This article covers the issue that some of the fields that the user has selected to be included in the report/group change to different fields when the report or group is saved. Symptoms: When creating a new group / report the field names seem to change randomly when a report is run. In the...
15 May 2015
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