PCDi

Report Writing with Crystal Reports for GoldMine

Our Price: £80.00

Availability: usually dispatched within 24 hours.
Edition: Spiral bound, soft cover, 156 pages
Activities: 17
Included with Book: CD containing all the reports from each activity, lab and example.* Design Form. GoldMine Table and Field Schemas. Sample table linking configurations

Book Description

While building your solid foundation of report writing, learn the specifics of the GoldMine data structure, how to place reports onto the GoldMine menu and modifying reports once they are implemented.

This report writing training manual takes the you through each step of building fine-tuned reports, with complete explanations of how to do each process and why. After the training is over, this book becomes an invaluable reference tool for all those "How do I do that again?" situations.

A Solid Foundation to Report Writing:

• Design Form for pre-development planning
• What GoldMine tables hold what fields?
• Student's skills are tested after each lesson using activities that continually build on one report.
• Labs to reinforce the student's skills while building additional real-world reports.

System Administration of Crystal Reports for GoldMine

Book Description

Save yourself hours of research and frustrating "trial and error" sessions by going right to the source: this step by step guide to setting up the Crystal Reports portion of your GoldMine system. Large screen shots explain how, using ODBC and runtime files, reports can generate from any user's workstation, whether in-house or remote (without the Crystal Reports design program).

System Administration of Crystal Reports for GoldMine leads you through each step of the set up while the Error Messages, Dlls, and Troubleshooting Tips sections will assist with any unforeseen issues. This 8-1/2" x 11" book, specially bound to lay flat or stand on a shelf, helps you get more out of your GoldMine investment by allowing you to analyze your data using the best report writing tool on the market.

Topics covered in this book include:

What is Crystal Reports and how does it process the data?

What is a relational database?

What are the basics on how we run Crystal reports from within GoldMine?

What is the best way to interconnect Crystal Reports to the GoldMine data?

What is ODBC and how do we use it?

What are Crystal runtime files and how do we use them?

How do we map a Crystal report onto the GoldMine menu?

What are the initial steps to accessing the GoldMine Data from within the Crystal Reports design program?

If using the Crystal Reports design program, how do we link the GoldMine tables to get data from multiple tables?

What are some advanced linking strategies and scenarios?

Once a Crystal report has been mapped to the GoldMine reports menu, how do we modify that report?

What effect does GoldMine database maintenance have on the Crystal Reports and how do we correct it?

What does this error message mean and how do we resolve it?

What are some troubleshooting tips?

What performance issues do we need to consider when developing a report?

What are the GoldMine tables and how do we find the fields we need?

Packaged Reports for GoldMine

Contains: CD containing software. 3 reports pertaining to the Calender in GoldMine.
Licence: Licensed as one purchase per company.

Description

Prior to using the packaged reports, you will need to set the report to your system and modify any system-specific data. To prepare the reports for use with your data on your system, do the following for each report:

Change Data Source via REPORT | SET LOCATION within the Crystal Reports program.

Verify Database via REPORT | VERIFY DATABASE within the Crystal Reports program.

Change Parameters to be specific to your data within the Crystal Reportsprogram.

Modify user specific data within formulas to contain your data, within the Crystal Reports program.

Calender Reports

REPORT NOTES

Some reports have certain programming anomalies, especially the more complex reports. If a report has an anomaly, this pdf document will provide details.

Calendar by Month Report

Shows as a calendar.

Will show one user or multiple users per page. If, in the parameter, you select multiple user's they will each show on the same calendar page.

This report will ask for users and a date range. It can be further customized to include only certain activity types, i.e. only appointments and phone calls.

Any event will show for the week that it began only. They will not carry to multiple weeks. So events that are across weeks will not show after the first week. To overcome this programming shortfall, you can input a two-week event as two separate events, one for each week.

Daily Detail Report

This report will ask for users and a date range. It can be further customized to include only certain activity types, i.e. only appointments and phone calls.

Can choose to print for one user, multiple users or "ALL". If you select ALL, it will print the report for all users in the database.

There is a page break after each user, allowing multiple users to be printed at one time. Additionally, page numbers will start over for each user.

Weekly To Do Report

This report will ask for users and a date range. It can be further customized to include only certain activity types, i.e. only Appointments and phone calls.

Can choose to print for one user, multiple users or "ALL". If you select ALL, it will print the report for all users in the database.

There is a page break after each user, allowing multiple users to be printed at one time. Additionally, page numbers will start over for each user.

Duration field is calculated to show in hours. Certain lines are colored based on the activity code. This can be customized to your data, ie. ACTCODE starting with "O" then red, ACTVCODE "PER" = blue, all others black.

Sample Reports

To view a sample report, please select one from the list below:

Crystal Report Viewer Daily

Crystal Report Viewer Weekly

Crystal Report Viewer Monthly

Report Notes