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...Strange symbol & format in sent e mail messages #2
Recenrlt my e mail messages ( all new ones, and any replies) now contain a
symbol that resembles the one used to note a paragraph, or mark each verse in
the Bible. The message format also changes, with a dot between each word. How
can i revert to "normal" e mail?
...Drag and Drop #2
I am implementing drag and drop in an application I'm
working on. What I noticed while performing a quick test
is my entire application eagerly accepts drops. When I
comment out my Register() call and set OnDragOver to
always return DROPEFFECT_NONE (essentially disabling drag
and drop) the application still accepts drops. What is
more troubling is OnInitialUpdate is called each time a
drop occurs!!! This method should only be called once.
Does anyone know how to disable drag and drop for an
Take a look at DragAcceptFiles().
...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...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
...Indirect Method for Name Box Variable? #2
The reason I want to do this is that I have to collect data on a dail
basis but I have to display it on a graph on a weekly basis.
I select the entire week of cells and give it a name like week52.
The following week I have to select the entire week and name i
Everything is set up that I can just copy and the numbers will progres
for whatever length of time I need to graph (months, years, etc) excep
Maybe I'll just go back to using the range of cell numbers.
Chris Bre...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, <firstname.lastname@example.org>
>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.
...Installing CRM 1.2 error
I am installing CRM 1.2 on a SBS2003 vertual server with SQL2005 using an
I get an error after selecting the existing database:
Microsoft CRM Setup could not finr a valid organisation on the specified
database. You need to have at least one organisation before installing
Microsoft CRM 1.2 does not work with SQL Server 2005. SQL Server 2005 is
supported for Microsoft CRM 3.0
> I am installing CRM 1.2 on a SBS2003 vertual server with SQL2005 using an
> existing...Resources (Part 2)
This post continues post "Resources" some 20 posts below.
I have included one file (dialog) from another project and I got
C:\Projects\VS\MyProject\MyDlg.h(35) : error C2146: syntax error : missing
';' before identifier 'm_list'
C:\Projects\VS\MyProject\MyDlg.h(35) : error C2501: 'CListCtrl' : missing
storage-class or type specifiers
C:\Projects\VS\MyProject\MyDlg.h(35) : error C2501: 'm_list' : missing
storage-class or type specifiers
It doesn't understand what CListCtrl is. What I ...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...Business Portal 2.5 #3
Receive error: The Business Portal data in the database you selected is not
compatible with this version of the Business Portal. You must select a
different database before continuing
What version of Great Plains are you using?
Visit MBS Blog Central
"thebigo9" <email@example.com> wrote in message
> Receive error: The Business Portal data in the database you selected is
> compatible with this version of the Business Portal. Yo...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, ...Payroll Posting To GL #2
I have client with a payroll that posts to other companies. So we have
several items that will get posted to the same account (i.e., SAL - 1390-100,
FICA - 1390-100, FUTA 1390-100, SUTA 1390-100, etc.) However when I pull up
the distribution it is lumping all those amounts onto one line. Is there a
way to make this do individual transactions?
...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...Automatic Send/Receive doesn't work #2
I installed Outlook 2003 on my friend's computer (actually Office 2003) and
all works well, except that he has to click "send/receive for him to receive
It is set to do a send/receive every 5 minutes, as well as at exit
Any ideas why this wouldn't work ?
It is difficult to determine why automatic polling is failing when you do
not post your mail account type, connection type and polling settings. If
automatic polling once worked and now fails, you also need to examine what
changes were made to your setup before automatic polling stopped working.
In...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 - ...Service Pack 2
I am running a legit version of windows vista that came with my laptop about
a year and a half ago. I can do any update that is offered except for the
service pack 2 update. It goes through showing that it is completely
installed, even running through the 3 part update upon restart but after
that it says tat the update failed and is reverting back to my old settings.
I have tried this on 3 separate occasions after all other updated have been
taken care of and I get the same problem.
I created a logo on pulisher and want to use that logo in a word document.
When I cut and paste it or try to use the insert tool it inserts the logo in
the middle of my word document. I need it at the top of my document.
Sometimes it will insert but give me another whole page.
> I created a logo on pulisher and want to use that logo in a word
> document. When I cut and paste it or try to use the insert tool it
> inserts the logo in the middle of my word document. I need it at the
> top of my document. Sometimes it will insert but give me another
> whole pag...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...