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.

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.

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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.

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.