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Forum to discuss reports for SalesLogix including Crystal, SQL Reports, etc. View the code of conduct for posting guidelines.

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Thread: Amending a Crystal Report

Donna Lawrenson
Posts: 1

Amending a Crystal Report
Posted: 07 Aug 09 5:14 AM

Hi all. Hope you can help me. This is my first post.

Ive recently taken over Saleslogix and I need to amend a crytal report. Its not a major change. But im worried that if I make the change I will mess up the connection (to SLX) in some way. I was hoping that someone could put my mind at ease.

Would amending a report alter the connection??

Many thanks in advance.

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: Amending a Crystal Report
Posted: 07 Aug 09 5:50 AM

The connection is set at runtime from the client.

Just make sure you don't change the provider.

[Reply][Quote]

George Jensen
Posts: 6

Re: Amending a Crystal Report
Posted: 10 Aug 09 9:36 AM

Hi Donna

I am the author of a blog post on customerfx.com that covers reporting in SalesLogix.

There are over 50 post discussing SLX reports in which I have commented on and then started fixing adjusting or imporving all of the standard SalesLogix report. During these posts I try to talk the reader through How I accomplished the modifications.

I am sure if you read through most of your questions will be addressed. I suggest starting with this article:

http://customerfx.com/pages/reporting/2009/02/26/lets-fix-the-account-address-book-sample-report.aspx

also this one, it explains how to add reports to SLX.

http://customerfx.com/pages/reporting/2008/06/04/adding-reports-in-sage-saleslogix.aspx

You might even search through the articles for the report you are working with.

If you have any simple questions feel free to contact me directly - george.jensen@customerfx.com

Good Luck

[Reply][Quote]

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