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Nickel Contributor
Posts: 90
Registered: ‎03-20-2009

Saleslogix v8.1.0 and Custom Crystal Reports

While there is nothing that I can find in the upgrade documentation for custom Crystal reports, I am assuming that there needs to be something done to them as it appears that all of the Stock reports have been touched/updated for v8.1.0.  Is there anything that needs to be done to custom Crystal Reports?  If so, could anyone shed light on what needs to happen?

 

Thanks!

Jim Pemberton
Vice President of Engineering
Simplesoft Solutions, Inc
Award Winning Infor CRM Business Partner
Employee
Posts: 629
Registered: ‎04-24-2009

Re: Saleslogix v8.1.0 and Custom Crystal Reports

Regarding the updated 8.1 report plugins, the primary change was to update the reports to help them perform better, especially when loading. The following are the recommended steps to take, pulled from "Crystal Reports Changes.pdf", included with the soon to be released Saleslogix 8.1 Update 01 (which is the recommended 8.1 LAN version to use):

 

<Quote>

4. Known issues.
a. The Crystal .NET API can take considerable time in loading some reports. For example, a

performance penalty is incurred if an unavailable printer is associated with a report. The
following are steps to take that can speed up the report loading process. IMPORTANT:
Make sure reports are backed up before proceeding. Saleslogix does [not] create a new
report plugin when a report is edited:

 

i. Check out and edit the report from within Architect.exe.
ii. Select File | Page Setup.
iii. Make sure the “No Printer” option is checked.
iv. Make sure the “Disassociate Formatting Page Size and Printer Paper Size” option
is checked.
v. Click OK.
vi. Select File | Report Options.
vii. Make sure the “Verify on First Refresh” option is [not] checked.
viii. Make sure the “Use Indexes or Server for Speed” option is checked.
ix. Make sure the “Save Data with Report” option is [not] checked.
x. Click OK.
xi. Select Database | Verify Database.
xii. Repeat steps ii through xi for any subreports.
xiii. Save the report.
xiv. Test the report in the Crystal Reports Designer.
xv. Check in the report from within Architect.exe.
xvi. Verify that the report is working in the client before releasing.
xvii. Release the report when ready.

 

NOTE: If the report will be bundled and applied to a different database, loading
performance may benefit from checking out the report in Architect.exe and
then immediately checking it back in (without any other modification). This will
update the report with the required database information.

</Quote>

 

Thanks

 

Mike

Nickel Contributor
Posts: 90
Registered: ‎03-20-2009

Re: Saleslogix v8.1.0 and Custom Crystal Reports

Thanks Mike!

 

I had seend these steps in another thread you posted them to.  Speeding up reports is always a great thing to do for cusotmers.

Jim Pemberton
Vice President of Engineering
Simplesoft Solutions, Inc
Award Winning Infor CRM Business Partner
Employee
Posts: 629
Registered: ‎04-24-2009

Re: Saleslogix v8.1.0 and Custom Crystal Reports

Ok, thank you Jim!

 

Mike