Need more Reports
GP does not provide detailed reports itself. reports such as sales by
customer, best selling items, inventory valuation and so... Also the reports
that it provides are not in good design and format (not useful). Is there any
report package from third party that can be purchased or there is any other
solution to get in depth reports and analysis?
Since Great Plains cannot possibly be all things to all people, get to
know the layout of the Great Plains database and where all of the data
is stored. Then roll your own reports using the native Report Writer,
SQL Reporting Services, Cryst...Customized CRM Report with Reporting Services
I have written a customized report in Reporting Services using SQL Server
2005. I need to use a date as one of my query parameters. I am using three
parameters, one being UserName, 2) Customer, and 3) Date. I want the report
to filter on the username, then customer, then date in order to provide a
specific report for 1 customer and 1 date only. I changed the select for the
date to: Select Distinct Convert (varchar, new_tripdate,101) in order to cut
the time out of view. When I run the report, I first select the username,
then I am provided with a list of customers for that user, but the...Sales Report #3
Is there any sales report to show detailes like
Store-total Sales-Cash Sales-Credit-Span-customer- Change
Cash Sales-Credit-Span: is tender type.
Change Item/customer : like one customer change item and total amount for
backing item 200$ (e.g).
Is there any one he have report like that?
Thanks for help
...W-2 Tax Reporting Figures Not Accurate
I use Money to monitor all of my financial situations. This year, I decided
to see how it did with supplying tax information. "Poorly" is the answer.
I would expect the 'Tax Line Manager / W-2 / Your salary' and the 'Tax
Software Report / W-2 / Your salary' to show a figure that matches my 'W-2 /
Box 1' statement information. They do not.
The reason is that the 'W-2 / Box 1' statement figure has pre-tax retirement
contributions subtracted from the wages.
When I enter my paycheck information into Money, I categorize retirement
contributions no...Blank networth reports
Hi, Whenever I run the net worth reports, I get the
hourglass for a second or two, then loading but it never
renders. Other reports (Transactions, loans, cap gains,
etc.) run fine.
I converted from Quicken.
In microsoft.public.money, <email@example.com>
>Hi, Whenever I run the net worth reports, I get the
>hourglass for a second or two, then loading but it never
>renders. Other reports (Transactions, loans, cap gains,
>etc.) run fine.
Perhaps customize the report to a different time frame, and then
reset the report?
Tried all dates.
>...I am looking for a template of cover letter as Medical Assistany
I am looking for a cover letter template for Medical Assistant
When I enter "cover letter template for medical assistant" into Google, I
get 19,900 hits.
Terry Farrell - MSWord MVP
"Elisabeth Leathers" <Elisabeth Leathers@discussions.microsoft.com> wrote in
> I am looking for a cover letter template for Medical Assistant
...eXtender SOP Reports
We are using a modified version of the eXtender SOP Blank Packing Slip Form.
It was modified years ago by an outside consultant.
For the first time, we need to use the "Print Customer Item" option, and
notice this does not work on our modified report (it works fine on the
non-modified version of the same eXtender report).
I am being a little lazy here and hoping someone can tell me how to turn
this "feature" off or on in modifier :)
Thank you, in advance.
...RE: Anyone want a HOWTO on E-mail templates?
Please email me a copy too, as I've beens struggling to figure this out.
jeremy_pyles at hotmail dot com
"Dave McGuire" wrote:
> I just wrote up a full doc, with screenshots, on how to work with email
> templates. Here's what's covered:
> HOWTO: work with Email templates in CRM 1.2
> More information
> How to create a template and include graphics
> Using the Template
> Making a template available to the company
> Using an organization-wide template
> Modifying or deleting an organization-wide template
> I an...#Name? prints on a report when date shows up on preview
Access 2003 SP 2
Windows XP SP 2
I have created a report (rptFuelmanByForeman) that is based on a Query
(qryFuelmanByForeman). I have created a form to select (or enter) a
date range that then filters the report based on that date range and
populates transactions between those dates. I have created two text
boxes on the report that display the start date (txtStartDT) and end
date (txtEndDT) entered in the date select form. The control source
on the date boxes on the report is
"=Forms.frmFuelmanByForeman.txtEndDate" & "...txtStartDate". In
Preview mode, the dates d...Reports are not being shown MM07
When I try to see the Monthly Reports (any month) in MM07, I get a
Do you want to open or save this file?
Type: Firefox Document, 1,03KB
[open] [Save] [Cancel]
If I click OPEN, it opens the report in Firefox (!), while the Money
"Navigation to the webpage was canceled.
What you can try:
- Retype the address"
Anyone has seen it before? How to make Money o...In a report, is there any way a record will change color if it's different from the previous record
Hi, I am working on a project where I need to color code the report so
it will distinguish if the previous record is different from the
current record. Because the record will have many similar record, so
I am trying to group the record so it's easier to look. In a report,
is there any way a record will change color if it's different from the
Thanks for your help.
>Hi, I am working on a project where I need to color code the report so
>it will distinguish if the previous record is different from the
>current record. Because...Saving Reports
Is there a simple way to save advanced reports for use on a monthly or
weekly basis. I can produce a dynamic report but can't find a way to save
this as a template so it can be run on a regular basis. Having to select all
the criterea each time you want to run the report is a little annoying, I
must be missing something here...?
Once you select all the required criteria for your search, you could click on
the 'Save As' button to save the search results with some specific names.
For other users to view this search result, go to the 'Saved Views' tab, ...Launching Reports from the Submit Order Button in 4.0
My client has several retail locations and they are using CRM in conjunction
with their POS system. Therefore, CRM Orders has received a lot of
customization to make it as slim, trim, and "Mouse-Click-Free" as possible.
In the spirit of reducing even more mouse clicks, they have asked if we
could launch a custom report (Basically the Order Report, renamed "Order
Receipt") when the "Submit Order" button (re-named by Scribe's CRM to GP
Integration) is clicked. The Receipt would render and then be printed for the
The report is context sensitive...To view, specifically Units in one report
I have report with a Reporting Tree (9 Unit), when the report is generated, I
select only two unit, but I need that the drill down show one report with
these unit only
If you want multiple units in a single report you will need to use the column
layout with unit restrictions on multiple columns
> I have report with a Reporting Tree (9 Unit), when the report is generated, I
> select only two unit, but I need that the drill down show one report with
> these unit only
Each Column layout have the unit restrictions
"Lesl...small business reports ...
Hope this is the right group. Can Mone 2002 create a Trial Balance report?
Is there a list of reports availabe in 2006 (Small Business edition) that is
accessible somewhere, as I have not been able to locate any such list, and is
a Trial Balance one of them. While I am happy using Money and have been for
some time, when it comes to reviewing my files the person doing so is a
certified accountant and Quick Books user and would like me to convert, I
have continued to resist however he continues to press for these accounting
reports. Can Money 2002 and or 2006 Small Business ...Reporting Error ==> very urgent
We have installed CRM 4.0 for our organization. We ahd our CRM and SQL on
different servers and decided to use Mcirosoft Outlook client. The problem is
when we try to generate reports we are unable to get any reports.
We always getting an error stating "REPORTING ERROR
REPORT CANT BE DISPLAYED" it also stats that to contact Microsoft for
We are struck with this error for 3 days and the issue is bulging
in alarming propositions.
Kindly advice me to resolve and overcome this issue.
Thanks a lot in advance.
elays - ...Loan Accounts in Reports
Bugs are in reports, the loan that I pay to my car is
divided in 2, principal and interest, but in reports I
can't show the two at same time, the reports show only the
interest that I'm paying.
The budget have the same problem with loans, it shows
values that don't exists, I start a new budget, put all the
values correctly and finalize it, when I go to budget home
there are values that I not put there.
There is some fix to those bugs?
I am trying to add the transaction distribution details onto a copy of the
PM Blank Document in Report Writer in GP 9. Would you pls advise as I can
add the fields containing the data but the data is not appearing on the
Thanks your comments are appreciated.
Once you were done modifying the report, did you give access to the
mdoified report under Security?
> I am trying to add the transaction distribution details onto a copy
> of the PM Blank Document in Report Writer in GP 9. Would you pls
> advise as I c...Monthly reports in Money 2004 Standard
Is there a way to customize the categories used to compose the Monthly
Reports? I would like to omit my business travel and living expenses from
these reports, as they are fully reimbursed, and have nothing to do with my
household finances. Can this be done in 2004? If not, has this feature been
rolled into newer versions?
Monthly reports are not customizable in any version of Money that is in the
"bob2246" <firstname.lastname@example.org> wrote in message
> Is there a way to customize the categor...Where do I find the Template Wizard in Excell 2003
Where do I find the Template Wizard in Excell 2003?
Thanks for any help
...Reprinting/Reporting Past Z Reports
Hi all ~
Just wondering how to pull up a past Z report?
Which database table(s) are used?
Is there a sql for this so that I can pull up a week or months Z
reports in a sql query?
In POS, F4, Batch button, find and double click on the batch you want, page
down to the z-out, print.
In Manager, Journal, View, find and double click on the batch you want, page
down to the zout, print.
"Jerry Penna" <email@example.com> wrote in message
Hi all ~
Just wondering how to pull up a past Z rep...Reporting Services has no reports
I cannot see any reports in CRM.
We're running SBS 2003 Premium R2 with CRM 3.0 running on this server.
The SQL databases and reporting services are installed on a separate
2005 SQL cluster.
I've checked that reporting services is running on the cluster.
http://<sqlcluster>/reports brings up the SQL Reporting Services and a
folder entitled "CompanyName MSCRM" which is empty. How do I determine
the physical location of this folder?
I've checked in deployment manager on the SBS and CRM Reporting
Services is pointing to "http://sqlcluster/reportserver". Is...Displaying Filter Criteria In Report Header?
I have one report layout "rptStandard" that when it is opened I would like to
display the filter criteria in the header. Is there a way to do this?
You can put this into the ControlSource of a text box:
Trouble is, sometimes the Filter property contains an artifact from a
previous filter, even though the filter is not applied. On a form you could
sort this out by testing the FilterOn property, but Access doesn't maintain
this property reliably for reports.
A better solution is to pass the filter to the report in its OpenArgs (or
use a public string...reports smart list
Smartlist employee payroll report shows a column for citizen: answered "yes
or no". All of my Employees have no under their name.
When I enter a new employee, I don't find anywhere where it asks about
citizenship. Would this information be found in set-up or w-2 records?
This information is from teh Human resources module and can be found by going
Cards >> Payroll >> Employee >> Human Resources button -or- Cards >> Human
Resources >> Employee >> Employee >> Human Resources button
> Smar...Make a report to count how many records with the Report Wizard
I pass few hours triyng to figure it out how to make a simple report with the
Report wizard in the CRM online. Here is the need. I have a field in Lead
call Market. I like to know how many lead I've got by Market. That is it.
I've try grouping and count on grouping. I can't have a summary. All the line
come in my report.
My DB contain more than 10 000 records. So I'cant make an Excel report.
Do you have any idea how to make it?
Please not that we are on CRM Online
On Feb 3, 11:07=A0am, wesmike <wesm...@discussions.microsoft.com> wrote:
> I pass few hour...