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.
>...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.
...Data Validation #11
Is it possible to have a data validation list to control the out come of
1 1 name1
2 2 name2
3 3 name3
4 4 name4
5 5 name5
6 6 name6
with the above example, what I am asking is it possible to select the
number in column A and have it automatically place in column B the name
that belongs to that number? I hope this is clear.
zero635's Profile: http://www.excelforum...Data within a cell
If names are in cells as "last name, first name, middle initial" can a macro
be run to change the order to "first name, middle initial, last name"?
A formula will do
Assuming you have spaces between commas and names,
Then just copy down. If you want this more permanent, copy the cells with
formulas, right click, paste special.
*Remember to click &q...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...#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...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 ...how to split data into columns and arrange the resulting data
I have data in cells A2, A3 and A4 as below:
1, 2, 4, 5, 7, 8
1, 2, 3, 4
2, 3, 4
I want to split into columns (which I did using Data > Text to Columns
But I also want the data to "automatically" fall under appropriate heading
(1, 2, 3, 4, 5, 6, 7, 8) which are in respecive cells A1:H1.
Thank you in advance
How about an alternative:
With your data in A2:Axx, put this formula in B2:
Then B2 will look like:
Then put this in C2 and drag across as far as you need.
=IF...Plugging data from non-open Workbooks
I have a number of databases stored on Excel Workbooks and I want to create
another workbook to get information from those databases. I will make
reference to a number of the databases with the following:
COUNTIF("worksheet name followed by filename", "=blablabla")
but I don't want to open them as they are like each 5Mb in size and I have
to refer like 10 of them on a worksheet.
I've tried opening one of the database and then reference it by
point-and-clicking and then closing it. The formula works fine when the file
is open. When it's closed and I tr...Help with getting data from a worksheet
I have 2 excel sheets
it contains just usernames in one column
i want to chose from a listbox, combobox, or whatever one or mor
from the username sheet.
How can i do that??
I want to be sure that every username has one instance only
can you help be?
BogN's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=3497
View this thread: http://www.excelforum.com/showthread.php?threadid=54717
BogN w...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 - ...Report writer
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...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?
...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...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...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...HowTo: Generating several namespaces for an element in an XmlDocument?
I'm using VS 2005, .Net 2.0. The CreateElement() method of XmlDocument allows to supply a namespace URI. Now I want to add several namespace URIs with different prefixes to the element. How do I do that. Here an example:
I could do this with...