Friday, May 29, 2009

Stonefield Query Version 3.3 Build 3436

We don’t normally release an update just a couple of days after the previous one, but a change we made in how summary reports are handled wasn’t very popular with some customers! Also, we made a few other improvements and bug fixes:

  • Some customers didn’t like a change we made regarding the treatment of non-grouped non-totalled fields in a quick report with "Summary report" turned on (it added those fields to the group header and it affected grouping totals), so we changed it back the way it was.
  • Stonefield Query can now handle Crystal reports that report on tables that aren’t in the data dictionary, such as custom views in your database.
  • In Step 2 of the External Report Wizard, you can now indicate that you want to use the Crystal report’s connection information rather than the current database open in Stonefield Query. That’s important if the report should always connect to a specific database regardless of what’s open in Stonefield Query.
  • You now get a warning message if you try to add a Crystal data pipe report to Stonefield Query, since those types of reports aren’t supported.
  • A problem that prevented scheduled reports from sending emails unless a BCC recipient was specified was fixed.
  • Stonefield Query can now handle semicolons between email addresses (it previously expected you to use commas).
  • Stonefield Query now handles custom SQL statements with ORDER BY or GROUP BY in a subquery properly.
  • A bug that caused the FilterConditions collection of report objects retrieved using the SQProxy object from being properly initialized was fixed.
  • If you selected a report using a data group/module (for example, Accounts Receivable), then added a new formula and in the Expression Builder chose a table from a different data group/module, the fields for that table didn’t appear. That was fixed.

Stonefield Query for HEAT Version 3.3

We released version 3.3 of Stonefield Query for HEAT today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

  • You can now report on HEAT "First Level Support" tables.
  • Added new "Latest Group Assigned" field to the "Call Log" table that will give you the name of the most recent Group that a Call has been assigned to. This is available so that you do not need to include the "Assignments" table in the report as this would give you multiple records for each Call, one for each assignment that the Call has.
  • Added a new "Latest Assignee" field to the "Call Log" table that tells you who the latest assignee is for that particular call.
  • Table captions are now of the form: TABLEDESC[TABLETYPE]. Where TABLEDESC is the table caption from the HEAT database and TABLETYPE is the table type (both set by the HEAT administrator). This is to avoid the confusing issue of table listings that have the exact same caption for different tables. You can further narrow down the list of available tables by turning on the "Exclude Supplementary Tables" option in the Tools->Options menu.

Wednesday, May 27, 2009

Stonefield Query for Sage BusinessVision Version 3.3

We released version 3.3 of Stonefield Query for Sage BusinessVision today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.
  • Stonefield Query is now compatible with BusinessVision version 7.3.

Stonefield Query for GoldMine Version 3.3

We released version 3.3 of Stonefield Query for GoldMine today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.
  • Stonefield Query for GoldMine now supports GoldMine version 8.5. GoldMine 8.5 has a new format for storing notes fields in the database, and allows 12 details fields rather than 8 as in previous versions. These changes are supported in Query.
  • New Notes Including Email fields are available in the Calendar, History, and Combined Pending and History tables.

Stonefield Query Version 3.3 Build 3433

We released an update to Stonefield Query version 3.3 today. It has the following new features and bug fixes.

Report Designer

  • The Formula Editor now allows you to specify what table the formula appears in, as well as its data type, size, and number of decimals. In previous versions, it determined these things automatically but didn't allow you to change them. In addition to letting you edit them if necessary, it now does a better job of determining the defaults for these settings.
  • The Formula Editor also allows you to save formulas that aren't valid in the Formula Editor but might be when running a report. This allows you to use much more complex formulas, such as using the RunSQL or SQLookup functions.
  • The new SQLookup function allows you to retrieve a value from another table without doing a join to that table.
  • Using a date field in the X axis of a chart report now automatically formats it to display the year. You can, of course, change that to another type of format.
  • Linking now works for fields in group headers.
  • Grouping on a field that appears later in the field list than numeric fields with "Show percentage of total" turned on no longer gives an error.
  • You now longer get an error if a non-grouped non-totalled field appears in a quick report with "Summary report" turned on and one or more fields having "Show percentage of total" turned on.
  • A bug that prevented the Values button in Step 2 of the report wizards from working under some conditions was fixed.
  • The news reader now shows the correct date for news items.
  • A bug that prevented a file from being created when you're emailing a report and outputting each group to a separate file and you didn't specify the file name and the "Erase file after email sent" option is turned on was fixed.
  • A bug that preventing a field with "Show percentage of total" turned on from working properly in a report that has no grouped fields was fixed.
  • You now get a warning if you try to run a chart report that has too many data points.
  • A bug that caused an error or didn't size fields properly when running a report with fields that have "illegal" characters (such as dashes) in their names was fixed.
  • A bug that under some conditions caused a field to be retrieved from the wrong table after editing the report in the Advanced Report Designer was fixed.
  • A bug that displayed only a single value in a chart when you used a date field in the X axis and formatted it to display something other than date (such as Month or Quarter) was fixed.
  • A bug that caused an error when you filter a summary report on a logical field was fixed.
  • A bug that caused connection problems with some types of Crystal reports was fixed.

SDK

  • A bug that caused an error when doing screen shots during help generation was fixed.
  • A bug that prevented displaying a database defined in the first meta data table when you're using multiple meta data tables after refreshing the data dictionary was fixed.
  • Refreshing a data dictionary no longer causes certain objects that didn't have any changes from being added to the last meta data table when you're using multiple meta data tables.
  • Removing an object from the data dictionary now removes it from all meta data tables when you're using multiple meta data tables.

Monday, May 25, 2009

Stonefield Query for ACT! Version 3.3

We released version 3.3 of Stonefield Query for ACT! today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.
Report Designer
  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.
  • Stonefield Query now supports the changes made in the ACT! 11.1 update.
  • The new field Contact in Current Lookup has been added to the Contact table. This field allows reports to be filtered based on the current ACT! lookup.
  • The new table Contact Related Contacts is now available. This table was added in ACT! 11.1, so it will only be available in Query when connected to an ACT! 11.1 or later database.
  • The Add Report to ACT! Menu function has been improved, and now offers many more options for specifying settings for these reports.

Wednesday, May 20, 2009

Stonefield Query for Sage Timberline Office 3.3

We released version 3.3 of Stonefield Query for Sage Timberline Office today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

Tuesday, May 19, 2009

Stonefield Query for SalesLogix Version 3.3

We released version 3.3 of Stonefield Query for SalesLogix today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

Stonefield Query for ALERE Version 3.3

We released version 3.3 of Stonefield Query for ALERE today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

Friday, May 15, 2009

Stonefield Query for SageCRM Released

Stonefield Software Inc. is pleased to announce the first release of Stonefield Query for SageCRM (version 3.30.3420).

Below is a list of just some of the features in this release, please see the online help for a complete list of features.

SageCRM Specific Features

  • Stonefield Query for SageCRM supports SageCRM version 6.1 to 6.2 databases.
  • Comes with over 60 pre-defined reports! Almost all of the SageCRM Sample Reports have been recreated for you.
  • All SageCRM tables and fields will use your custom captions as defined by the SageCRM Administrator. This makes it easy to find the table or field that you are looking for.
  • Stonefield Query for SageCRM can report on custom SageCRM tables and fields as defined by the SageCRM Administrator.
  • Stonefield Query for SageCRM supports SageCRM 6.2 Related Entities (through the "Related A to B (6.2 and later)" tables where A is the first table in the relationship and B is the second table). In SageCRM 6.2, the Relationships tab is available in the context of Companies, People, Leads, Opportunities, Quotes, Orders, and Cases.
  • Stonefield Query for SageCRM supports SageCRM 6.1 and earlier "Related List Actions" (through the "Related * (6.1 and Earlier)" tables).
  • Stonefield Query for SageCRM automatically provides custom currency fields that convert from the SageCRM Base Currency (as set by the SageCRM Administrator) to the Preferred Currency that you have selected in the Stonefield Query "Tool->Options" menu.
  • SageCRM stores Date/Time fields in GMT(Greenwich Mean Time) in the database records and only converts these to your local time zone when you see these fields on screen in SageCRM. Stonefield Query provides "(GMT)" and "(Local Time)" versions of each Date/Time field in your database for this purpose.
  • SageCRM does not actually delete any records from the database when you delete a record in a SageCRM screen. Instead, these records have their "_Deleted" fields set to 1 indicating that they are deleted. Stonefield Query automatically hides these records for you so you do not see them in your reports.

Other Stonefield Query Features

  • Powerful query and reporting tool designed with the end-user in mind. Design reports in minutes, not hours or days.
  • Simple "wizard" interface. After selecting a report from the list of available reports, you can select the sort order, enter filter conditions, and specify where the output goes (printer, text file, spreadsheet, screen preview, etc.).
  • Full English descriptions for all fields and tables rather than cryptic names and symbols. English operators such as "equals" and "greater than" instead of "=" and ">."
  • Handles complex join conditions between tables automatically.
  • Create great-looking charts and graphs, either by themselves or included in other reports.
  • The Formula Editor allows you to define your own custom calculations to use in any report.
  • Templates give your reports a common appearance, such as following corporate style guidelines.
  • Easily create labels, including mailing labels, product labels, or barcode labels, without worrying about field positioning or label dimensions. All the common Avery label sizes are built-in.
  • Drilldown from a report to see details.
  • Click the "values" button to get a list of all possible values for any field.
  • Control font, color, alignment, heading, and column width for each field. Group on any field with a mouse click.
  • Automatically adjusts column widths to match the data in the column.
  • The Advanced Report Designer allows you to lay out the report exactly as you want, including company logos, lines, boxes, etc.
  • Output to Microsoft Excel, PDF, HTML, Microsoft Word, comma-delimited, or other types of files. You can also email reports.
  • Knows your data. You don't have to know how your data is stored or how tables are joined (you don't even have to know what a "join" is).
  • Schedule reports to run at any time you need.
  • Display "real" table and field names so it's easier to locate the table or field you want if you're familiar with these names.

Wednesday, May 13, 2009

Stonefield Query for Sage Pro ERP Version 3.3

We released version 3.3 of Stonefield Query for Sage Pro ERP today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

Stonefield Query for Sage Accpac ERP Version 3.3

We released version 3.3 of Stonefield Query for Sage Accpac ERP today. The list of new and enhanced features in version 3.3 is extensive; see the online help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

Sage Accpac Specific

  • New fields in Account Fiscal Sets (General Ledger) allow you to report on the balance for each period.
  • You can now report on the Fiscal Calendars table (General Ledger).

Tuesday, May 12, 2009

Stonefield Query Version 3.3 Build 3418

We posted an update to Stonefield Query version 3.3 today. It has the following new features and bug fixes:

  • You can now use expressions in subtable filters and the relationship for complex joins. Do this by preceding the expression with "=" or enclosing the expression in curly braces ({ and }).
  • A new ReportEngine.SetupCrystalReport event script allows you to customize the set up of a Crystal report object just prior to running the report.
  • Months displayed when dates are formatted to display as Month are now localized.
  • A message box that displayed if you used the dynamic font style feature in a report was removed.
  • A bug that caused an error when bringing up the About dialog for an unactivated Configuration Utility was fixed.
  • Stonefield Query now uses 18 decimals places when retrieving data from the database to prevent decimal values from being rounded.
  • A bug that caused an error when reactivating an expired Configuration Utility license was fixed.
  • You no longer get an error if fields are included in the group header of a summary report (for example, because "Include all fields in same table in group header" is turned on) and you have a field with "Show percentage of total" turned on.
  • A bug that caused an error when Stonefield Query is run for the first time and a second user runs it without the first user closing it was fixed.
  • A bug that caused the wrong record to be used when evaluating expressions in the subject or body of an email when "Output each group as a separate email" is turned on was fixed.
  • The recipient for an email is blanked at the end of a report run when "Output each group as a separate email" and "Get email address from" are turned on.
  • A bug that caused an error when using a DateTime field formatted as Week in the column of a cross-tab report was fixed.
  • A bug that caused an error when there's a field with "Show % of total" turned on, "Run report with no records" is turned on, and the filter condition is such that there are no records was fixed.
  • The column headings in a cross-tab report created in earlier versions of Stonefield Query no longer display "  /  /  ".
  • A bug that caused an error when a field has "Show percentage of total" turned on and you sort on that field in descending order was fixed.
  • A bug that caused an error when a calculated date field is displayed as Week in a report with "Summary report" turned off was fixed.
  • The percentage value for a field with "Show percentage of total" turn on no longer appears formatted as the field (e.g. $999,999.99) but as expected (that is, 999.9%) when the report is converted to an advanced layout report.
  • A bug that caused an error when using a subtable with VFP data was fixed.
  • You no longer get an error in the Configuration Utility editing a field that has “Display field from related table” turned on and the name of the field to display from the related table has delimiters (for example, “DESC”).
  • Dragging a report or folder to a blank part of the reports list in the Reports Explorer no longer makes the report or folder disappear (it was a display issue only in previous versions: the report or folder reappeared the next time you started Stonefield Query).
  • The default setting for the “Preview reports in tabbed pages” option in the Options dialog is now turned on so it’s consistent with the behavior in version 3.2.
  • A bug that caused an error if you have a report with a numeric field with "Show percentage of total" turned on and a date field formatted to display as Month or Week was fixed.
  • Negative percentage values for fields with "Show percentage of total" turned on are now formatted properly.
  • Grouping on a field that’s in the same table as another grouped field that has “Include all fields in same table in group header” turned on now works properly.
  • Stonefield Query no longer gives a warning if you try to output more than 65,536 rows to a Microsoft Excel 2007 spreadsheet, since the limit is 1,048,576 (you will get a warning if you exceed that number). It will automatically change the file extension to “XLSX” because Excel requires that.

Thursday, May 7, 2009

Stonefield Query 3.3 Video

We posted a 25-minute video showing some of the new features in Stonefield Query version 3.3.

Monday, May 4, 2009

Stonefield Query SDK Version 3.3 Released

We released version 3.3 of the Stonefield Query SDK today. Other versions, such as for Sage Accpac ERP, Sage Pro, ACT!, and so on will be released over the next few weeks; watch our blog for release information.

The list of new and enhanced features in version 3.3 is extensive; see the online versions of the end-user help and SDK help for complete details. Here are the major new features.

Report Designer

  • The new Formula Editor allows you to create your own formulas without using the Advanced Report Designer or customizing the data dictionary.
  • The new Show percentage of total option in the Format page of the Field Properties dialog automatically adds a new column to the report showing the percentage that the field is of the subtotal in detail lines, of the next level of grouping in subgroup footers, and of the grand total for group footers.
  • Turn on the new Show totals in group headers option in Step 5 of the Quick Report Wizard and the Options page of the Reports Explorer to display group totals in the group header rather than the group footer.
  • Stonefield Query now supports Crystal Reports reports. You can add them to Stonefield Query using the External Report Wizard.
  • The Preview window is no longer modal, meaning you can open multiple instances. Also, the new Preview reports in tabbed pages setting in the Options dialog allows you to determine whether different preview windows are used when you run more than one report or whether the reports appear as different tabs in the same preview window.
  • There are several new output options available. You can specify that a timestamp is added to the file created to prevent overwriting existing files, that the file emailed to someone shouldn't be deleted after the email is sent, and what filename to use for the emailed file.
  • Previous versions of Stonefield Query create a report as a PDF file when emailing the report to someone. You can now specify the type of file used as an attachment.
  • You can now specify that each group in a report should be output to a separate file or email and that the email address should come from a field in the report itself. This can be used, for example, to email invoices to customers; the report is grouped by customer name and includes the customer's email address, so each customer's records are emailed to them.
  • You can now sort fields in database order or alphabetical order in Step 2 of the report wizards.
  • You can now tell Stonefield Query to display in the Tables drop-down list only those tables related to tables already appearing in the selected list.
  • Reports are now stored as export files with an SFX extension in a folder structure that exactly matches the folders in the Reports Explorer.
  • The new Send summary queries to database engine setting in the Options dialog allows you to specify whether Stonefield Query or the database engine does data summarization. This may significantly improve the performance of certain types of reports.
  • The new Run report with no records option in Step 5 of the report wizards and the Options page in the Reports Explorer allows you to run a report when there are no records that match your conditions.

SDK

  • The data dictionary now supports versioning. This is useful if tables and fields were added to or removed from the database between versions and you have some users using an older version and some using a newer version but they're all using the latest version of your customized Stonefield Query. To prevent users from selecting tables and fields that may not exist in their version of the database, you can specify the version number for each table and field that doesn't exist in all versions.
  • Stonefield Query now supports scripting in VB.Net and C#.
  • Like us, you may have a blog or news feed describing changes to your application. However, most users don't read blogs. So, Stonefield Query now includes a built-in news reader. If you fill in the URL for News Feeds configuration setting with the URL for an RSS feed, the news reader is available to your users.
  • The Create Help Files function in the Configuration Utility now runs Stonefield Query and automates the generation of all customized screen shots, so there's no need to do that manually any more. That can save you a considerable amount of time.
  • You can now refresh a single database rather than all databases if you wish by selecting the Refresh Database function from the Objects or shortcut menus.
  • The new Number of Days for Demo Version configuration setting allows you to create a shorter demo period than the default 30 days if you wish.
  • The code window opened when you right-click the code for a script and choose Zoom now supports find capability. Right-click in the code window and choose Find from the shortcut menu. Also, when you choose Build Expression from the shortcut menu, the Stonefield Query Expression Builder is now used.
  • A new Test button in the database properties page of the Configuration Utility allows you to test that the connection settings are correct.