Customization of ms crm Reports
my company wants some additional fields and company logo in Quote
report. what is the best way to do that.
thanks in advance !!!!!!!!
On Jan 12, 11:06=A0pm, Mahain <mahende...@gmail.com> wrote:
> my company wants some additional fields and company logo in Quote
> report. what is the best way to do that.
> thanks in advance !!!!!!!!
Click the edit report button and go to actions to download the report.
You now have the rdl file. If you have SQL Server 2008, apparently
this has an editor, otherwise unless you want to hack the xml directly
(not recommended), your best bet i...complex query/report
I don't know if this is possible or not... I want to be able to create a
query or a report that will give an average for the unload rates at each port
for each vessel.
I have a table that has 3 fields for Unload ports for a 3 letter port code.
I have a query that has a formula to figure out the unload rates (net tonnes
each port could be in either of the 3 unload port fields. There are over 60
ports. In the end I would like something that looked similar to
Port Average Unload
i've checked everything i know in p/r cards and settings for state. the suta
report does not calculate correctly the YTD taxable wages for the period,
(leaving it a zero). making the qtrly wages all taxable. it did work earlier
in the year! Help!
As we are still posting stuff to 2007, and have not yet closed 2007,
Can I set up the 2008 fiscal period?
Yes you will be able to Setup your 2008 fiscal period if you have not yet
closed 2007. To make sure that no transactions get posted to the 2008 year
before you close 2007 you will be able to close all of the periods in 2008
after it has been setup.
> As we are still posting stuff to 2007, and have not yet closed 2007,
> Can I set up the 2008 fiscal period?
Is there a bit of VB Coding i can use on the onclick event of a report
button that will only only show the filtered results what are shown on
I know i could have various query's and Buttons, But its just to long
winded and copying the reports etc, is a longish process,
What it is i have various filters on my form,
Such Toggle Buttons for A-Z and i Have Unbound List Box Which has a
Macro Assigned on the after update,
which this filters out company's by their discipline.
Using the one Report I Managed to use the following
Print All Which Just looks at the table,...Report with sub-report
I have created a report with a subreport inserted.
They have separate queries that come from the same table.
I am trying to put a comments filed on the bottom of the page away from the
I only want to enter the critera one time, but it is asking me the same
information three times. For example name and beginning and ending date.
Here are my thoughts... never use parameter prompts in your applications
http://www.tek-tips.com/faqs.cfm?fid=6763. Use controls on forms.
Microsoft Access MVP
> I have created a report ...event 9551 reported on database not mailbox
We have the following event id listed in the eventlogs on our Exchange server
An error occurred while upgrading the ACL on folder [MBX:DTM]/Contacts/Japan located on database "Second Storage Group\DTM".
The Information Store was unable to convert the security for /O=org/OU=site/CN=RECIPIENTS/CN=alias into a Windows 2000 Security Identifier.
It is possible that this is caused by latency in the Active Directory Service, if so, wait until the user record is replicated to the Active Directory and attempt to access the folder (it will be upgraded in place). If the specified object do...Custom Active Report Problem
I would like to be able to generate a detailed sales report that is
based on a date AND time combination, e.g
All transactions between '08/05/2006 19:00:00' and '09/05/2006
Anyone got any ideas as to how I can achieve this?
Also, is there any help file associated with creating custom reports?
The information seems woefully inadequate and it would be great if I
could read something that explains to me just what you can do with
Active Reports and how to customize them.
This is a quick and dirty solution:
VBDataType = vbData
VBDa...Fiscal periods #3
Our client's fiscal periods are not uniform - each fiscal period has
different number of days. For example, Jan will be 01/01 -01/20, Feb will be
01/21..02/25, Mar will be 02/26..03/22 etc. Since the no. of days ine ach
period is different, they would like to see which fiscal period they are in
when they are creating a batch or entering transcations into the batch to
make sure that the posting date is correct.
Is there a simple way to make the fiscal period visible on the batch and
transcation entry screen?
Thanks a bunch
In my experience, most companies with 'unusual...Active Reports *.qrp does not exist
RMS Store Operations, Version: 2.0.0105
Clean Install on XP SP2.
When trying to run a report I"m receiving a Report file C:\<full path>\*.qrp
does not exist.
I've made sure this matches the same location specified under the RMS
Administrator, File, Configuration, Path tab, File Paths, Reports.
On the other pcs I've made an upgrade from v1.3 to 2.0 and those all work
just fine. We actually have the reports stored in a shared folder and made
sure the path and files existed.
This is a multi-part message in MIME format.
Con...Loading a report "an error occurred while trying to add the report
I got this error when I load a new report to my test enviornment. I'm using
visual studio 2008 and everything works perfectly in CRM development. But
when I tried to load the report into test and production I keep getting this
error. I remembered that my data source properties needs to change so I
changed them and checked and double checked that they are correct for each
enviornment, but I do not know what it could be at this point. I'm truly
stumped. Could it be visual basic 2008, it shouldn't, I know it's highly
probable that it's my data source but I ...Alternative to Precheck Report
Does anyone have an alternative to the Precheck report in Payroll? We have a
desparate need to have the report sort alphabetically by Last name (it
currently sorts by employee id). Since the report is built from a temp table
during payroll processing, modifying the existing report in Report Writer is
fruitless. Does anyone have a Crystal alternative report?
I have built a report in Crystal Reports that displays the same type of data
as the Great Plains PreCheck report. It's not exactly the same format
however; it will give you something to work with. Y...Avoid re-queries when printing report
I have a report in Access 2K which relies on a query. The query itself
contains lots of fields which rely on VBA functions I wrote. Now to the
When I open the report in preview, the data on that report is OK. When I
print the report, it is as if the query was re-queried, i.e. the
functions are all executed again and so the data doesn't correspond
Is there a way to tell the report to open the query as "snapshot", i.e.
making it "as is" for the print?
Is there anything in the OnPrint or OnFormat events which negates...date format using dot / period
I have a user that did a custom format for a column to be mm.dd.yyyy. When I
type the date using slashes - Excel recognizes the data as a date. However,
my user typed the data using dots. I told her to find and replace the dots
and make them slashes to make the information correctly sort. But I am
curious, is there a way for excel to recognize numbers seperated with a dot
as a date opposed to an integer or decimal number? thank you
Only be either changing the windows settings for date delimiters (not
recommended) or using a macro
that will change the dots to date delimiters like / ...Financial Reports in GP
Has anyone seen where the vanilla reports in Financial section not show up?
Like the option isn't even there? I have a site where there are no default
reports that normally come in the financail module... so strange!
Any feedback will be appreciated!
The only 'default' financials I can think of are those provided with the
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
> Has any...Investment Report Format
How do I get investment performance reports to display in
terms of percent instead of dollars?
In microsoft.public.money, Ross wrote:
>How do I get investment performance reports to display in
>terms of percent instead of dollars?
I suggest you go to the Portfolio view and customize a view to your
liking. Various percentage performance columns are available for
your selection. You can File->Print the result if you like.
...To automatically give fiscal period/fiscal year
I need to put the current fiscal period and year into a cell. Our fiscal
year starts in October, which is period 1, November is period 2, through
to September which is period 12. As the fiscal year runs October -
September, it is named after the year it mostly falls in, so for
instance Dec 2005 is 3/2006 (period/fiscal year).
Is there a way to automatically put the period and year in a cell (it
is normally written in the form period/fiscal year - but this is not
essential), by adapting the =TODAY() function or otherwise.
----------------------------------------------...Move report to another PC with Access?
I created a report now how would you copy the file which creates a report to
Access does not keep separate "files" for each object. Instead, everything
is stored within the .mdb file.
So you might not actually want to copy (only) the report to another PC (and
you couldn't!) ... do you need to run the application from more than one PC?
Microsoft Office/Access MVP
Microsoft IT Academy Program Mentor
"Susan" <dsnsacree@m...Error: 3464 with Report to PDF
I was testing with Stephen Lebans Report to PDF and everything was working just fine last week.This week, I'm getting an Access error message: 3464 - Data Type mismatchin criteria expression.I don't get it. I've tried tracing the code, but somehow, I'm just missing the line that throws the error.Any suggestions as to how to proceed?Thanks!Larry Kahm Comment out your code that calls the ReportToPDF functions. I'll bet the error still appears. If I remember correctly that error has to do with criteria supplied to a Query. Do you have a SQL statement as the recordsource for t...last year reports
I want to run some 2007 year end reports on sales. In summary I get year to
date, week to date, month to date - but not last year.
Any good suggestions on annual reports for my accountant. This is my first
year in RMS.
Just set a custom time period manually for the months you want included. For
last year your start time would be 1/01/07 and the end time would be
"Kathryn WOJ" <KathrynWOJ@discussions.microsoft.com> wrote in message
>I want to run some 2007 year end reports on sales. In summary ...Print single report
I am using the following code under the ComandButton to print the current
report from my form:
Dim strWhere As String
If Me.Dirty Then 'Save any edits.
Me.Dirty = False
If Me.NewRecord Then 'Check there is a record to print
MsgBox "Select a record to print"
strWhere = "[Num] = " & Me.[Num]
DoCmd.OpenReport "Check Request", acViewNormal, , strWhere
However, I keep getting the following error:
The expression On Click you entered as the event property setting produced...no selection in report manager
I did all required in the installation and when the
Report Manager comes up I get no options either under "view or
scenario", All I see is "none".
No selection in the drop down for any of the 6 out of 20 columns I want
to print. Running Excel 2002.
Is my Report Manager corrupted? I just d/l it today from the MS site.
> I did all required in the installation and when the
> Report Manager comes up I get no options either under "view or
> scenario", All I see is "none".
> No selection in the drop down for a...Reports
I am using Outlook 2003.
Is there a way to link Access to Outlook's task and create custom reports
based on the task information.
The reports in Outlook are so limited. For instance, if you print a report
with a notes column the data doesn't wrap and you can't view all the
That is just one of the limitations I am encountering. If there is another
way to custom create reports please let me know.
...Exporting Partial reports
I am relatively new to Access, and I want to export 1 page of my report at a
time to a .snp file. IOW I want to be able to export page 42 of my report at
any given time. I can't seem to figure it out. Any help is appreciated.
It took me about six hours but I hashed it out
> I am relatively new to Access, and I want to export 1 page of my report at a
> time to a .snp file. IOW I want to be able to export page 42 of my report at
> any given time. I can't seem to figure it out. Any help is appreciated.
...Change from calendar month periods to fiscal periods (i.e. 4-4-5)
Has anyone had experience changing from calendar month periods to a
fiscal periods but not changing from a calendar year to a fiscal
year? Our company wants to change to a periods such as 4-4-5 but does
not want to change from a calendar year. The only tool that GP
brokers discuss is the fiscal period modifier which is only to
(possibly - they say it sometimes doesn't work!) change from a
calendar year to a fiscal year.