Sales Report with Statistical Data?

[Marcus]

What if I wanted to create a report that includes many items from cicmpy (Cust #, name, Credit limit, terms) with
statistical data (Avd days pd LY. Sales LY)? As a one-stop credit evaluation tool. Would I need to link to GBKMUT? What is the preferred linking set up to achieve this type of report? Thanks.

[Dkloepfer]

As a thought, we created a section in Synergy that provides this information for each Account. Follow this link to see a copy of this mod on our website. It may offer another idea instead of creating a report.
http://www.synergyexpert.com/site/Syner ... fault.aspx

[Marcus]

No, I need a report. Is this possible?

[pshirley]

No, I need a report. Is this possible?

The data is in the database so anything is possible. As per my other post though, this is a complex requirement due to the nature of the tables. Unlike Progression there are no 'accumulators' that hold the summarized values you need in a single table/row. The Banktransactions table holds the information you need, but for any given invoice there can be multiple transactions 'matched' to it so you need to take this into account in your report (think of the matching screen in Macola - each entry you see is a Banktransactions record). The canned Macola reports do this via a 'union all' on the MatchID - something that is difficult to replicate with Crystal alone.

[adamtech]

Marcus,

While I agree with Peter on the complexity of trying to write something like this with Crystal Reports, I know with the proper tools it can be accomplished. I would recommend that you look into a product by WiSys called Agility. It not only provides a number of canned views, it can also bring your Crystal Reports into one holding area and also help you build custom views (that can be printed as a report) to accomplish what you are looking for.

[Shawn]

Adam is correct and has some good Ideas as well as Dave,
Working with multiple tables and precalculating data can be benificial when dealing with gbkmut and statistical data.
One way to ease the burden on the crystal report is by leveraging views and stored procedures, by doing this you can in many cases get reports that some times take a long time to run. reduced to fast efficient reports.

this is achieved by preformating, presorting, prevalidating, applying Formulas all while still in sql
then taking the results and bringing them into crystal while crystal works fine for most data if the data is large and there are many complex formulas and Passes of the data it can become bogged down.
Many times this can happen when dealing with the gbkmut due to its size.

By utilising the Above mentioned processes createing a quality report that you are requesting is possible.
If you don't have the skills yet contact a Consultant from Exact They have many Qualified Consultants that specialize in this very area
and you can learn a thing or two from them as well.