Tuesday, December 3, 2019

Stonefield Query for ALERE Version 7.4

We are pleased to announce the release of version 7.4 of Stonefield Query for ALERE. Here are the new features.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

  • Information for several data.ini options was added to the documentation.

Monday, December 2, 2019

Stonefield Query for AccountMate Version 7.4

We are pleased to announce the release of version 7.4 of Stonefield Query for AccountMate. Here are the new features.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

  • Information for several data.ini options was added to the documentation.

Wednesday, November 20, 2019

Reporting4Act! Version 7.4

Note that as of version 7.0, Stonefield Query for Act! is now known as Reporting4Act! - Powered by Stonefield Query.

We are pleased to announce the release of version 7.4 of Reporting4Act!. Here are the new features.

  • Reporting4Act! is now compatible with the new Act! v22.

  • Reporting4Act! now offers to check for an updated version if no compatible Act! installation is found. This helps to handle the situation where Act! has been updated to a new version and Reporting4Act! has not.

  • The conversion process for updating reports created with the older Act! data provider now updates the report's advanced layout, if one exists.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data Provider or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

  • There have been several minor improvements to the documentation.

Monday, November 18, 2019

Stonefield Query for GoldMine Version 7.4

We are pleased to announce the release of version 7.4 of Stonefield Query for GoldMine. Here are the new features.

  • Stonefield Query is compatible with GoldMine 2019.

  • Several new E-mail fields were added to the Main table.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

  • Information for several data.ini options was added to the documentation.

Wednesday, November 6, 2019

Stonefield Query for Sage Pro Version 7.4

We are pleased to announce the release of version 7.4 of Stonefield Query for Sage Pro. Here are the new features.

  • Sage 300 2020 is now supported.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

Stonefield Query for Sage 300 Version 7.4

We are pleased to announce the release of version 7.4 of Stonefield Query for Sage 300. Here are the new features.

  • Sage 300 2020 is now supported.

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

Tuesday, November 5, 2019

Stonefield Query SDK Version 7.4

We are pleased to announce the release of version 7.4 of the Stonefield Query SDK. Here are the new features.

Report Designer

  • There's a new option when emailing a report: Embed report in email. Turn this on to include the report as HTML in the body of the email.

  • There's a new output type: Microsoft Word Merge to a PDF file.

  • Output to Microsoft Excel Full Format (XLSX file) and Microsoft Word (DOCX file) is now supported from a scheduled task since those formats no longer need the application (Excel or Word) to be installed on the system and run during output.

  • Output to HTML is now supported when emailing.

  • Users who have the Advanced setting turned off can no longer view snapshots for report runs nor turn that setting on in the Options dialog.

  • Grouping formulas that contain ask-at-runtime filter conditions now put the values of those conditions into the Parameters collection of the report object so they can be used if necessary, such as in a report header.

  • You can now change the Data group or table for an existing formula when you edit it from the Formulas dialog. You still can't change those when you edit the formula from step 2 of the report wizards.

  • If you want to manually create the result set for a report in the AfterData script of the report, enter "*:" for the SQL statement in the Customize Report Wizard to indicate that Stonefield Query should not retrieve any data itself.

  • You can now pass a single default value rather than a collection of values as the default parameter for the GetValueForParameter and GetValueForField functions if you aren't using the between or is one of operators.

  • The Check for Updates function now works with our recently changed web server.

  • A better message is displayed if testing the email settings in the Options dialog fails.

  • <img> tags are now supported in HTML content when the Display as setting in the Field Properties dialog is set to "Formatted HTML".

Stonefield Query Studio

  • More properties of the Report object are now documented and displayed in IntelliSense.

  • The new ReportEngine.AfterSendEmail script allows you to execute code after a report was emailed, whether successfully or not.

  • Stonefield Query now installs version 4.5.2 of the .NET framework if it isn't already installed.

  • Reporting on CSV files now handles more types of date formats.

Friday, July 26, 2019

Stonefield Query for AccountMate Version 7.3

We are pleased to announce the release of version 7.3 of Stonefield Query for AccountMate. Here are the new features.

  • Cross-tab reports have a new engine that is significantly faster and more flexible than the older engine. New cross-tab reports default to using the new engine while existing reports use the older engine. You can change which engine a specific report uses with the Use older engine setting in step 5 of the Cross-Tabulation Wizard.

  • You can now specify that the chart included in a quick or cross-tab report appears at the end of each group (page field in the case of a cross-tab report), showing just the data for that group, rather than at the end of the report. The Display chart after each group setting in the Other page in step 2 of the Chart Wizard controls that.

  • Cross-tab reports now have an Auto-fit to page setting that if turned on causes columns to be spaced across the page if necessary.

  • The new Display totals page setting in step 5 of the Cross-Tabulation Wizard allows you to specify whether a totals page appears at the end of the report or not when the report has a page field.

  • Turning on the new No summary at the first grouping level setting in the Format page of the Field Properties dialog for a quick report allows you to have a summed parent field in the detail band that only shows the parent value in the group footer but the sum in higher level groups and the report summary band. For example, suppose you have a report that's grouped by Customer Name (from the Customer table) first then by Invoice Number (from the Invoice Header table) and includes Quantity Ordered, Extended Price (both of those from the Invoice Details table), and Freight (from the Invoice Header table). If you sum on Freight, the total in the group break for each invoice will be too high because it sums Freight (which is a field in Invoice Header, which is the parent table for Invoice Details) for each detail record. Turning this setting on for Freight tells the report to not include the sum for Freight in the group footer for Invoice Number but do include it in the group footer for Customer Name and to only sum up at that level.

  • If you turn on the new Use "Other" for non-top records setting in the Customize Report Wizard, records outside the top values are combined into a single "Other" value. For example, if you turn on Select only top, choose 10 for the number of records, and turn on Use "Other" for non-top records, rather than displaying only the top 10 records, the report shows the top 10 plus an Other record with all other records combined.

  • Formulas are no longer automatically tested for correctness; you are prompted whether you want the expression tested or not. It might be useful to choose No if the expression takes a long time to evaluate.

  • Formulas using complex SQL expressions are now better supported.

  • You can now schedule a report on the last day of the month.

  • You can now specify which database to use when scheduling a report.

  • The Reports Explorer now shows on the Information page the number of reports and folders contained in a folder when you select that folder.

  • Turning off the new Check for new or modified report files at startup setting in the Options dialog speeds up startup performance.

  • You can now specify the increment and minimum/maximum values for the right-axis when two data fields are used in a chart.

  • The Continue running reports if cannot connect or one report fails setting now applies to all users.

  • Fields with Show percentage of total turned on now show "100%" in the summary band.

Wednesday, July 10, 2019

Reporting4Act! Version 7.3

Note that as of version 7.0, Stonefield Query for Act! is now known as Reporting4Act! - Powered by Stonefield Query.

We are pleased to announce the release of version 7.3 of Reporting4Act!. Here are the new features.

  • New "Associated With (Full List)" fields were added to the Act! 2010+ opportunity tables.

  • A new Quoting4Act! sample report was added. This report can only be run against a database which has been set up for use with the Quoting4Act! add-on.

  • Several new items are now displayed in the About Reporting4Act! screen.

  • Cross-tab reports have a new engine that is significantly faster and more flexible than the older engine. New cross-tab reports default to using the new engine while existing reports use the older engine. You can change which engine a specific report uses with the Use older engine setting in step 5 of the Cross-Tabulation Wizard.

  • You can now specify that the chart included in a quick or cross-tab report appears at the end of each group (page field in the case of a cross-tab report), showing just the data for that group, rather than at the end of the report. The Display chart after each group setting in the Other page in step 2 of the Chart Wizard controls that.

  • Cross-tab reports now have an Auto-fit to page setting that if turned on causes columns to be spaced across the page if necessary.

  • The new Display totals page setting in step 5 of the Cross-Tabulation Wizard allows you to specify whether a totals page appears at the end of the report or not when the report has a page field.

  • Turning on the new No summary at the first grouping level setting in the Format page of the Field Properties dialog for a quick report allows you to have a summed parent field in the detail band that only shows the parent value in the group footer but the sum in higher level groups and the report summary band. For example, suppose you have a report that's grouped by Customer Name (from the Customer table) first then by Invoice Number (from the Invoice Header table) and includes Quantity Ordered, Extended Price (both of those from the Invoice Details table), and Freight (from the Invoice Header table). If you sum on Freight, the total in the group break for each invoice will be too high because it sums Freight (which is a field in Invoice Header, which is the parent table for Invoice Details) for each detail record. Turning this setting on for Freight tells the report to not include the sum for Freight in the group footer for Invoice Number but do include it in the group footer for Customer Name and to only sum up at that level.

  • If you turn on the new Use "Other" for non-top records setting in the Customize Report Wizard, records outside the top values are combined into a single "Other" value. For example, if you turn on Select only top, choose 10 for the number of records, and turn on Use "Other" for non-top records, rather than displaying only the top 10 records, the report shows the top 10 plus an Other record with all other records combined.

  • Formulas are no longer automatically tested for correctness; you are prompted whether you want the expression tested or not. It might be useful to choose No if the expression takes a long time to evaluate.

  • Formulas using complex SQL expressions are now better supported.

  • You can now schedule a report on the last day of the month.

  • You can now specify which database to use when scheduling a report.

  • The Reports Explorer now shows on the Information page the number of reports and folders contained in a folder when you select that folder.

  • Turning off the new Check for new or modified report files at startup setting in the Options dialog speeds up startup performance.

  • You can now specify the increment and minimum/maximum values for the right-axis when two data fields are used in a chart.

  • The Continue running reports if cannot connect or one report fails setting now applies to all users.

  • Fields with Show percentage of total turned on now show "100%" in the summary band.

  • The On Order PO field in the Inventory Master File table now uses the Qty on Order in Purchase Orders in the Item at Location table to do its calculation rather than getting it from the PO Transaction table.

  • The relationships between the Customer Master File and the Ship To Address, Customer Ship To Address File, Ship To Address History File, and Ship To Address File (Current + History) tables, both in Accounts Receivable and Order Entry, were removed or else it doesn't join to the Current Invoice Master File or Order Entry Master File tables properly if both are in the report.

Wednesday, June 26, 2019

Stonefield Query for GoldMine Version 7.3

We are pleased to announce the release of version 7.3 of Stonefield Query for GoldMine. Here are the new features.

  • The Opportunity Notes table is now available for reporting, when Query is connected to a GoldMine 8.5 or later database.

  • Cross-tab reports have a new engine that is significantly faster and more flexible than the older engine. New cross-tab reports default to using the new engine while existing reports use the older engine. You can change which engine a specific report uses with the Use older engine setting in step 5 of the Cross-Tabulation Wizard.

  • You can now specify that the chart included in a quick or cross-tab report appears at the end of each group (page field in the case of a cross-tab report), showing just the data for that group, rather than at the end of the report. The Display chart after each group setting in the Other page in step 2 of the Chart Wizard controls that.

  • Cross-tab reports now have an Auto-fit to page setting that if turned on causes columns to be spaced across the page if necessary.

  • The new Display totals page setting in step 5 of the Cross-Tabulation Wizard allows you to specify whether a totals page appears at the end of the report or not when the report has a page field.

  • Turning on the new No summary at the first grouping level setting in the Format page of the Field Properties dialog for a quick report allows you to have a summed parent field in the detail band that only shows the parent value in the group footer but the sum in higher level groups and the report summary band. For example, suppose you have a report that's grouped by Customer Name (from the Customer table) first then by Invoice Number (from the Invoice Header table) and includes Quantity Ordered, Extended Price (both of those from the Invoice Details table), and Freight (from the Invoice Header table). If you sum on Freight, the total in the group break for each invoice will be too high because it sums Freight (which is a field in Invoice Header, which is the parent table for Invoice Details) for each detail record. Turning this setting on for Freight tells the report to not include the sum for Freight in the group footer for Invoice Number but do include it in the group footer for Customer Name and to only sum up at that level.

  • If you turn on the new Use "Other" for non-top records setting in the Customize Report Wizard, records outside the top values are combined into a single "Other" value. For example, if you turn on Select only top, choose 10 for the number of records, and turn on Use "Other" for non-top records, rather than displaying only the top 10 records, the report shows the top 10 plus an Other record with all other records combined.

  • Formulas are no longer automatically tested for correctness; you are prompted whether you want the expression tested or not. It might be useful to choose No if the expression takes a long time to evaluate.

  • Formulas using complex SQL expressions are now better supported.

  • You can now schedule a report on the last day of the month.

  • You can now specify which database to use when scheduling a report.

  • The Reports Explorer now shows on the Information page the number of reports and folders contained in a folder when you select that folder.

  • Turning off the new Check for new or modified report files at startup setting in the Options dialog speeds up startup performance.

  • You can now specify the increment and minimum/maximum values for the right-axis when two data fields are used in a chart.

  • The Continue running reports if cannot connect or one report fails setting now applies to all users.

  • Fields with Show percentage of total turned on now show "100%" in the summary band.

  • The On Order PO field in the Inventory Master File table now uses the Qty on Order in Purchase Orders in the Item at Location table to do its calculation rather than getting it from the PO Transaction table.

  • The relationships between the Customer Master File and the Ship To Address, Customer Ship To Address File, Ship To Address History File, and Ship To Address File (Current + History) tables, both in Accounts Receivable and Order Entry, were removed or else it doesn't join to the Current Invoice Master File or Order Entry Master File tables properly if both are in the report.

  • A new "ServerType" setting can be specified in data.ini, to force Query to use a particular ODBC driver.