{"id":9063,"date":"2014-10-30T14:50:42","date_gmt":"2014-10-30T14:50:42","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9063"},"modified":"2014-10-30T14:50:42","modified_gmt":"2014-10-30T14:50:42","slug":"view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen\/","title":{"rendered":"View Sage CRM Reports in PDF format from any Sage CRM screen"},"content":{"rendered":"

In our previous posts on Sage CRM reports, we had explained how to,
\n1) Get impressive reports by adjusting Report Styles in Sage CRM<\/a>
\n2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM \u2013 Part 2<\/a>
\n3) Include your Company Logo in Sage CRM Reports<\/a>
\nGUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3<\/a>\u00a0|\u00a0Sage 100<\/a>\u00a0|\u00a0Sage 500<\/a>\u00a0|\u00a0Sage 300<\/a><\/strong><\/strong><\/span>
\nNew Stuff:<\/strong><\/em>\u00a0<\/span>Sage CRM builder \u2013 Future of Sage CRM Cloud<\/a><\/span><\/em><\/strong>
\nIn this blog post, we will explain how to view the Sage CRM reports in PDF format from any Sage CRM screen. Consider an example where you want to run a report that shows Case Stage by Company (which is available in Reports section and its Report ID is 15 when it is checked through SQL) from Cases tab of My CRM.
\n1) Add a button in Sage CRM using Button Groups. For that purpose, login to Sage CRM and navigate to Administration | Advanced Customization | Button Groups.
\n2) Click on New button and fill details as shown in below screenshot.
\n\"Report1\"<\/a>
\n3)\u00a0Then Reports button Group will be added to Button Groups list. Click on the Reports Button Group and fill details as mentioned below.
\nCaption:<\/strong> Run Report
\nAction:<\/strong> customurl
\nUrl Name:<\/strong> JavaScript:OpenReport();
\n4) Click on Add<\/strong> button and then click on Save<\/strong> button.
\n5) With this, Run Report button will be added to Cases tab of My CRM. Refer below screenshot.
\n\"Report2\"<\/a>
\n6)\u00a0Add below script into the Custom Content Section.
\n<script>
\nfunction OpenReport()
\n{
\nvar strPath = document.URL;
\nvar arrayApp = strPath.split(“\/Do?”);
\nvar iReportID = 15
\nvar iReportAction = 1411;
\n\/\/Allowed values for strDestination are “Screen”, “Adobe”, “CSV”, “Excel”
\nvar strDestination = “Adobe”;
\nvar strURL = arrayApp[0] +”\/Do?SID=”+GetKeyFromURL(“SID”)+”&Act=”;
\nstrURL += iReportAction+GetKeys()+”&Key41=”+iReportID+”;
\nstrURL += \u201c&FlgNewWindow=True&Destination=”
\nstrURL += strDestination+”&PageSize=210×297&Orientation=Landscape”;
\nwindow.open(strURL, ‘Report’ , ‘toolbar=0 , scrollbars=0, location=0, statusbar=0, menubar=0 ,resizable=0, width=600, height=400, left = 340, top = 200’);
\n}
\nfunction GetKeyFromURL(name)
\n{
\nvar winURL = parent.location.search;
\nvar queryStringArray = winURL.split(“?”);
\nvar queryStringParamArray = queryStringArray[1].split(“&”);
\nvar nameValue = null;
\nfor(var i=0; i<queryStringParamArray.length; i++)
\n{
\nqueryStringNameValueArray = queryStringParamArray[i].split(“=”);
\nif(name == queryStringNameValueArray[0])
\n{
\nnameValue = queryStringNameValueArray[1];
\n}
\n}
\nreturn nameValue;
\n}
\n<\/script>
\n8) Click on Save button.
\nNow just navigate to Cases tab of My CRM and on click of this button, you will see that the report will be generated in PDF format. Refer below screenshot.
\n\"Report3\"<\/a>
\nWith these steps, you can run any report which is created in Reports section in PDF format from any Sage CRM screen. This can be further customized as per requirements.
\nAlso Read:<\/em><\/span>
\n<\/strong>1) Generating simple reports in Sage CRM
\n<\/a>2) Steps to generate complex reports in Sage CRM using Advanced Find
\n<\/a>3) Showing images in Sage CRM Reports
\n<\/a>4) Opening TCP-IP port to access SLX Web Reports from outside network
\n<\/a>5) Historical Reports \u2013 Opportunity Closing History<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM \u2013 Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,83,137,255,281,317,318,332,336,337,351],"tags":[638,1076,1656,1753,1928,2010,2031,2033,2231],"class_list":["post-9063","post","type-post","status-publish","format-standard","hentry","category-button-sage-crm","category-crm72","category-entity","category-my-crm","category-pdf","category-report","category-reports-to","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-screen-sage-crm","tag-button","tag-entity","tag-my-crm","tag-pdf","tag-reports","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-screen"],"yoast_head":"\nView Sage CRM Reports in PDF format from any Sage CRM screen - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"View Sage CRM Reports in PDF format from any Sage CRM screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM \u2013 Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-30T14:50:42+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Report1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/30\/view-sage-crm-reports-in-pdf-format-from-any-sage-crm-screen\/\",\"name\":\"View Sage CRM Reports in PDF format from any Sage CRM screen - 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