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.

Monday, June 24, 2019

Stonefield Query for Sage Pro Version 7.3

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

Report Designer

  • 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.

Stonefield Query for Sage 300 Version 7.3

We are pleased to announce the release of version 7.3 of Stonefield Query for Sage 300. Here are the new features.

Report Designer

  • 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 Margin % field in the Invoice Details, Combined Invoice & Credit/Debit Note Details, Sales History, Sales History Details, and Sales Statistics tables should not be used for new reports; it is only available for backward compatibility with existing reports. The reason is that it doesn't calculate the margin at subtotal and grand total levels properly. Instead, create a formula using group recalculation to calculate the margin, using a expression similar to:

    iif(OEINVD.EXTINVMISC = 0, 0, (OEINVD.EXTINVMISC - OEINVD.INVDISC - OEINVD.EXTICOST)/OEINVD.EXTINVMISC * 100)

    (This example is for Invoice Details; use the appropriate table and field names for other tables.)

Stonefield Query SDK Version 7.3

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

Report Designer

  • 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.


Stonefield Query Studio

  • Configuration settings were reorganized to be in a more logical order, and a new Branding category with branding-related settings (moved from Application) was added. Also, the Support Fax configuration setting was removed for obvious reasons.

  • The new Add Delimiters to All Names setting tells Stonefield Query Studio to add delimiters (such as [ and ]) to all names when the data structures are read from a database.

  • The New Project Wizard and Refresh dialog have a new Advanced Diagnostics setting. Turn this on to create advanced diagnostic files that can help track down problems reading data structures.

  • The new Generate Resource File function in Studio generates an XML file containing the captions for all tables and fields in the data dictionary, making it easier to localize reports.

  • TaskScheduler.dll is no longer installed because that's only required for Windows XP which is no longer supported.

  • A column was added to the data dictionary table (RepMeta.dbf by default) so when you open a project in Studio, it notifies you that the structure will be changed.

Tuesday, June 11, 2019

Customer Portal Update

We’ve added a couple of new features to our Customer Portal:

  • The new Comments setting for each license allows you to enter anything you wish, such as who a license was assigned to.
  • The license list now shows the Company and Contact names that were entered when a license was activated.

These changes make it easier to keep track of which licenses are assigned to which users.

Wednesday, May 22, 2019

Stonefield Query Enterprise Version 5.0

We are pleased to announce the release of version 5.0 of Stonefield Query Enterprise. There are lots of new features in this release.

  • Two factor authentication is now available for users that require additional security. You can enable it via a new tab in options.

  • Improved loading times when initially opening a report for the first time.

  • Administrator users can now specify that their email settings be used as the default settings. Any users that don't have email settings specified will use the default settings when sending emails.

  • It's now much easier to create a SQL Passthrough report with parameters. Stonefield Query will detect each '?' placeholder in the SQL Statement and prompt for a caption and parameter value for it.

  • User names with backslashes are now supported.

  • When entering a server address for FTP, you can now optionally specify a ftp:// prefix if you'd like.

  • The author and title properties are now set on generated Excel documents.

  • Stonefield Query now supports multiple schedules with the same name (even across tenants).

  • The user interface has several new progress indicators.

  • The scheduler has a new "New schedule" button.

  • When registering for a new user account, you can now choose the password rather than one being generated automatically.

  • You now get a warning if you try to edit a report that is already being edited by another user.

  • The properties dialog now includes the table each field is from to make fields with the same name easier to identify.

  • The ask-at-runtime filter display now includes the connection for a filter condition.

  • The ability to email and upload (to FTP) reports can now be restricted by role.

  • The tooltip for a formula in the formulas list will display all reports a formula is being used in.

  • A new button in step 2 of the report wizards will filter the list of tables to only those tables related to tables already appearing in the selected list.

  • Stonefield Query is now built using ASP.NET Core. The new platform has a number of benefits, including greatly improved loading performance, the ability to self host, and support for additional hosting platforms.

  • The Stonefield Query Enterprise installer no longer installs IIS Express since that's no longer needed. When testing a project locally from Stonefield Query Enterprise Studio, the new self-hosting option is used.

  • Stonefield Query is now available in 64-bit and 32-bit versions, the latter necessary if you have to connect to a 32-bit data source. By default, the Launch Stonefield Query function in Stonefield Query Studio launches the 64-bit version, but if you want to be prompted for which version to use, turn on the Prompt For 32-bit vs 64-bit setting in the Options page.

  • The Refresh dialog has a new Extended Logging option that, if turned on, performs additional diagnostic logging in case issues arise.

  • External authentication via Open ID 2.0 is no longer supported, and has been replaced with Open ID Connect instead. In addition, you can also enable external authentication using Google, Twitter, Facebook, and Active Directory Federated Services.

  • The Open Project dialog now has a text box so you can type a path if desired.

  • If you use the SQL Server ODBC driver to connect to a database, you are now asked if you want to the use SqlClient provider instead, since it works better.

  • The Select Table dialog now shows the type of each object: table, view, or "sproc" for stored procedure.

  • If a table uses StoredProcedurePlugin as its plugin, you are prompted to refresh the table so the list of fields is correct.

  • Added additional logging to various scenarios.

  • A new provider is available for SQLite data sources.

  • Field values retrieved from the database are now converted to the type stored in the data dictionary for that field.

  • Added better support for field names that begin with a digit.

  • A new configuration option is available to skip retrieving the schema for a query.

  • You can now specify a complex join that includes additional tables in the join. This is useful if you need to specify a join that must always include a third table, for example.

  • User themes are now loaded from an xml file (themes.xml). Add any additional themes to this file to make them available to the end user.

  • Stonefield Query now supports encrypted query strings in the URL.

Tuesday, May 21, 2019

Reporting4Act! version 7.2.7003

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 7.2.7003 of Reporting4Act!. This release adds compatibility with the new Act! v21.1, and also includes all the previous version 7.2 features.