{"id":22582,"date":"2021-06-23T08:14:16","date_gmt":"2021-06-23T08:14:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=22582"},"modified":"2021-06-23T08:14:19","modified_gmt":"2021-06-23T08:14:19","slug":"how-to-add-custom-reports-to-printer-icon-on-customized-window","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/06\/23\/how-to-add-custom-reports-to-printer-icon-on-customized-window\/","title":{"rendered":"How to add Custom Reports to Printer Icon on Customized Window"},"content":{"rendered":"\n

Report:<\/strong><\/p>\n\n\n\n

A report is a document that presents information in an organized format for a specific purpose.<\/p>\n\n\n\n

Crystal Report:<\/strong><\/p>\n\n\n\n

Crystal Reports is an application used to create custom reports<\/em> from a variety of data sources.<\/p>\n\n\n\n

It includes the major features for an application to create database reporting environments, such as data access, report design\/formatting, report viewing, and application integration.<\/p>\n\n\n\n

Crystal Reports is a popular Windows-based report that allows a developer to create reports and dashboards from a variety of data sources with a minimum of code to write<\/em>.<\/p>\n\n\n\n

Crystal Reports is designed to produce reports from virtually any data source. Formulas, cross-tabs, sub-reports, and conditional formatting<\/em>.<\/p>\n\n\n\n

The main purpose of Crystal Reports is to allow users to pull their desired data from a data source, such as an Oracle<\/a> or MS SQL Server<\/a> database, and present the data in an organized way<\/em>. Crystal Reports provides you with a powerful, dynamic, and actionable reporting solution<\/em> that helps to design, explore, visualize, and deliver reports<\/em> embedding in enterprise applications.<\/p>\n\n\n\n

Reports in X3:<\/strong><\/p>\n\n\n\n

X3 have an option of integrating the Crystal Reports in their applications. Following steps to include crystal report on X3 and adding those reports on customized window<\/p>\n\n\n\n

STEP 1: Create the Report in x3 with Crystal Report.<\/strong><\/p>\n\n\n\n

Note: .rpt is an output file created by Crystal Reports. Place the .rpt file on sage ENG\\Report Folder<\/p>\n\n\n\n

Navigate to<\/strong>:<\/em> All -> Development -> Script dictionary -> Reports<\/strong><\/em><\/p>\n\n\n\n

Report Code Field:<\/strong> Enter User defined name for the Report<\/p>\n\n\n\n

Active:<\/strong> Checkbox checked<\/p>\n\n\n\n

Characteristics of departure:<\/strong> Type: Normal<\/p>\n\n\n\n

Crystal report:<\/strong> Crystal report name which is in Sage ENG\\Report  folder    <\/p>\n\n\n\n

                       Orientation:landscape<\/p>\n\n\n\n

                         Paper size: A4 or Default. Refer Fig1.1<\/p>\n\n\n\n\n\n

Report Dictionary, Parameter Tab, enter the parameter if added on crystal report input parameters.<\/p>\n\n\n\n

The report can be directly printed from x3 menu More->Reports->Reports->Reports<\/p>\n\n\n\n

STEP 2: Create the Print Codes.<\/strong><\/p>\n\n\n\n

Navigate to: Setup->Destination->Print Codes<\/em><\/strong><\/p>\n\n\n\n

The print codes are entered in mass in a grid. Each grid line is used to associate an internal code to a print.<\/p>\n\n\n\n

Same internal codes can be entered in order to trigger a different report on   print. Refer Fig 2.1<\/p>\n\n\n\n\n\n

STEP 3: Assign Report to Function:<\/strong><\/p>\n\n\n\n

Navigate to :<\/u><\/strong>Development->Script Dictionary->Functions<\/em><\/p>\n\n\n\n

Select the Function of the Customized window, under the miscellaneous section\/printing field enter the internal code created for print codes as shown in STEP 2. Refer 3.1<\/p>\n\n\n\n\n\n

STEP 4: Set Report default Values:<\/strong><\/p>\n\n\n\n

Navigate to: Setup->Destination->Default Values<\/strong><\/em><\/p>\n\n\n\n

Default values can be set if parameters defined on Report Dictionary>Parameters Tab<\/p>\n\n\n\n\n\n

STEP 5: Customized Window buttons Setting<\/strong><\/p>\n\n\n\n\n\n

This blog helps us to understand how to add custom reports to the printer icon on customized action-based window.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Report: A report is a document that presents information in an organized format for a specific purpose. Crystal Report: Crystal Reports is an application used to create custom reports from a variety of data sources. It includes the major features for an application to create database reporting environments, such as data access, report design\/formatting, report viewing, and application integration. Crystal Reports\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,5,8,10],"tags":[461,3321,536,3130,1655],"class_list":["post-22582","post","type-post","status-publish","format-standard","hentry","category-faq","category-features","category-sage-erp-x3","category-standard","tag-crystal-report","tag-customized-window","tag-default-values","tag-print-code","tag-reports"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22582","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=22582"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22582\/revisions"}],"predecessor-version":[{"id":22588,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22582\/revisions\/22588"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22582"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22582"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22582"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}