Final Thoughts on Looking at Stonefield Query

George Jensen of CustomerFX has concluded his series of posts about his experience learning Stonefield Query. Check out his articles: part 1, part 2, part 3, part 4, part 5, part 6, and part 7.

Stonefield Query for ALERE 4.0

We are pleased to announce the immediate release of Stonefield Query for ALERE version 4.0. There are lots of new and improved features in version 4.0.

We have a video covering some of the new features in the Report Designer.

Report Wizards

• You can now customize the relationships between tables in a report without having to edit the SQL statement for the report.
• You can now turn on the Show percentage of total option when you use the Count and Count Distinct summary types in Quick and Cross-Tab reports.
• You can now use the Highest and Lowest summary types on all fields, not just numeric ones.
• You can now create a filter condition that compares a field in one table to a field in another table by using an expression condition.
• Creating a formula by clicking the Formula button in Step 2 of the report wizards now automatically adds the new formula to the report.
• The list displayed when you click the Values button in Step 2 of the report wizards or the Expression Builder now displays two columns of information for certain fields: the value displayed in reports and the actual value stored in the database.
• If Stonefield Query closed due to a problem and you were in the middle of editing a report in a report wizard, the next time you start the program, it prompts if you want to recover and continue editing that report. Choosing No abandons the recovered report so the changes are lost.
• You now have finer control over the placement of a report's filter in a custom SQL statement.

Quick Reports

• You can now group on a field even if the Display this field in the report option is turned off. This is useful, for example, if you want to group on customer ID but display customer name in the group header.
• You can now create bookmarks on fields that are included in the group header of another field.
• You now get a warning in the Field Properties dialog if you turn on the Include this field in group header for option and select a grouped field in a different table than the current field.

Charts

• New options in the Chart Wizard allow you to stack series in area, bar, and column charts and combine smaller slices into one "other" slice in pie charts.
• You can now specify whether a chart added to a quick or cross-tab report appears at the top or bottom of the report using the new Position on report option.
• The Total type option in the Field Properties dialog for the Chart Wizard has a new Count Distinct setting.
• The Summary report option in Step 4 of the Chart Wizard has been removed. Instead, set Total type in the Field Properties dialog to None, meaning you want individual values plotted rather than summarized values.
• The Multi-line option in the Labels page of Step 4 in the Chart Wizard is no longer available for Windows XP since that option is only supported in Windows Vista and later versions.
• You now receive a warning if you create a quick or cross-tab report, add a chart to it, then remove one or more of the fields used in the chart.
• Outputting a chart report to an image (such as GIF) now outputs just the chart, not an entire page with the template.

Cross-Tab Reports

• You can now specify how a date field used in the row of a cross-tab report is formatted: as a date, hour, week, month, quarter, or year.
• You can now specify the width and what to do if the width is too narrow in row and data fields in the Cross Tab Wizard.
• The Field Properties dialog now has a Suppress repeating values option for row fields. If this option is turned on (which it is by default) and several records in a row have the same value in this field, only the first occurrence is printed; the field in subsequent records appears blank.
• A new _TOTAL value is True only for the grand totals line in a cross-tab report, so you can use that in, for example, the Print When expression of an object in a template to output that object only for the totals line. Similarly, _SUBTOTAL can be used to output an object only in a subtotals line.

Preview and Output

• A new file output type is available: Microsoft Excel PivotTable. This type, which is only available for cross-tab reports, creates an Excel PivotTable formatted the same as the cross-tab report, but you can use Excel to change or pivot the report as necessary.
• You can now output cross-tabulation and advanced layout reports to more file types, including Microsoft Excel data-only and delimited.
• The Embed fonts in the file option on the Output page allows you to embed the fonts used in the report, such as a barcode font, in a PDF file.
• The Preview window now supports the same types of output types as the Output page of the Reports Explorer.
• When you run a report, the Reports Explorer and any open report wizard windows become dim and a progress window appears, showing you the progress of the report process and allowing you to cancel the process before it finishes. You can turn this off if you wish by turning off the Display progress during report runs setting in the Options dialog.

Advanced Report Designer

• Several of the object property dialogs in the Advanced Report Designer have some changes. The Rotation option no longer appears on the General page but on its own Rotation page because it now shows a sample of how the rotation will look. The properties dialogs for field, picture, rectangle, and line objects have a new Dynamics page that allows you to conditionally alter the appearance of the object. Because the conditions on the Dynamics page are more flexible than dynamic font and color settings, those two items have been removed from the Style page for field objects.
• You can now use gradient colors for rectangles in the Advanced Report Designer, both for reports and templates. A couple of new sample templates, Gradient Template and Valencia Orange, show how these can be used to produce nice, professional effects in your reports.
• If you use Windows Vista or later, you can now change the printer used for an advanced layout report in the Page Layout page of the Report Properties dialog (this option was previously and is still available for Windows XP and earlier).

Other Features

• When Stonefield Query finds an ALERE SQL database and asks for "connection info", you can select the "I do not want to report on this ALERE Company" option if you don't know the connection information for that SQL database or do not want to report on it.
• Some fields in the ALERE database are actually a Code value that joins to the "Company Codes" table. In Stonefield Query, these fields automatically display as the "Code Description" value from the "Company Codes" table instead of as the Code value. Each of these "Code Description" fields also has a companion field that let's you display the original Code value in a report if needed.
• The "Inventory Location" table has a few new calculated fields:
  
  "On Hand Value" = "Quantity On Hand" * "Average Cost"
  "Alllocated" = "Sales Order Allocation" + "Work Order Allocation"
  "On Order" = "On Order from Purchase Order" + "On Order from Work Order"
  "Available" = "Quantity On Hand" + "On Order from Purchase Order" + "On Order from Work Order" - ("Sales Order Allocation" + "Work Order Allocation")
• The "Inventory Activity Log" table now contains a calculated "Status" field that tells you the Status of the record based on the "Transaction Type" and "Order Type".
• You can now use fields from tables involved in the report for exclusion conditions. This means you can create a report that, for example, shows all customer who bought something last year (using a filter condition of sales date is between January 1 and December 31 of last year) but didn't this year (using an exclude condition of sales date is between January 1 and December 31 of this year).
• The performance of certain types of formulas was improved.
• The Formulas dialog now has a Copy function to make it easier to create a formula similar to an existing one.
• The Formula Editor now has a Data Provider option so you can select the data provider the tables in the Tables list are from.
• The default name when you copy a report is now the existing report name with a "1" suffix; in previous versions, the default name was blank.
• The login dialog now has a link to the Setup dialog. This is useful if you need to change something about the Stonefield Query setup before logging in.
• You cannot schedule reports if you are running Stonefield Query on Windows Terminal Server or Citrix since those environments don't permit it.
• The version number now displays in the Reports Explorer title bar so you can quickly see which version you are running.
• You can now specify carbon copy (CC) addresses when sending emails.
• If you're using Microsoft Outlook or some other MAPI email program, you can now enter the name of a distribution list in the To, CC, and BCC options to send the email to a group of people.
• Importing several reports that use formulas at one time is now significantly faster than before.
• Specifying "ALLOWDIALOGS" when running Stonefield Query from another application or the command line now causes a progress dialog to display as the report runs.
• Diagnostic logging is now always performed. A file called Diagnostic.TXT is created in the Data subdirectory of the program folder and is overwritten every time you start Stonefield Query. This file is very useful for tracking down errors or performance issues, and previously was only created if a file named Log.TXT existed.
• Stonefield Query now displays a message that it's retrieving news items while it does that task so you can see what's going on.

Even More Looking at Stonefield Query

George Jensen of CustomerFX has added several more posts about his experience learning Stonefield Query. Check out his articles: part 1, part 2, part 3, part 4, and part 5.

Stonefield Query for SalesLogix 4.0

We are pleased to announce the immediate release of Stonefield Query for SalesLogix version 4.0. There are lots of new and improved features in version 4.0.

We have a video covering some of the new features in the Report Designer.

Report Wizards

• You can now customize the relationships between tables in a report without having to edit the SQL statement for the report.
• You can now turn on the Show percentage of total option when you use the Count and Count Distinct summary types in Quick and Cross-Tab reports.
• You can now use the Highest and Lowest summary types on all fields, not just numeric ones.
• You can now create a filter condition that compares a field in one table to a field in another table by using an expression condition.
• Creating a formula by clicking the Formula button in Step 2 of the report wizards now automatically adds the new formula to the report.
• The list displayed when you click the Values button in Step 2 of the report wizards or the Expression Builder now displays two columns of information for certain fields: the value displayed in reports and the actual value stored in the database.
• If Stonefield Query closed due to a problem and you were in the middle of editing a report in a report wizard, the next time you start the program, it prompts if you want to recover and continue editing that report. Choosing No abandons the recovered report so the changes are lost.
• You now have finer control over the placement of a report's filter in a custom SQL statement.

Quick Reports

• You can now group on a field even if the Display this field in the report option is turned off. This is useful, for example, if you want to group on customer ID but display customer name in the group header.
• You can now create bookmarks on fields that are included in the group header of another field.
• You now get a warning in the Field Properties dialog if you turn on the Include this field in group header for option and select a grouped field in a different table than the current field.

Charts

• New options in the Chart Wizard allow you to stack series in area, bar, and column charts and combine smaller slices into one "other" slice in pie charts.
• You can now specify whether a chart added to a quick or cross-tab report appears at the top or bottom of the report using the new Position on report option.
• The Total type option in the Field Properties dialog for the Chart Wizard has a new Count Distinct setting.
• The Summary report option in Step 4 of the Chart Wizard has been removed. Instead, set Total type in the Field Properties dialog to None, meaning you want individual values plotted rather than summarized values.
• The Multi-line option in the Labels page of Step 4 in the Chart Wizard is no longer available for Windows XP since that option is only supported in Windows Vista and later versions.
• You now receive a warning if you create a quick or cross-tab report, add a chart to it, then remove one or more of the fields used in the chart.
• Outputting a chart report to an image (such as GIF) now outputs just the chart, not an entire page with the template.

Cross-Tab Reports

• You can now specify how a date field used in the row of a cross-tab report is formatted: as a date, hour, week, month, quarter, or year.
• You can now specify the width and what to do if the width is too narrow in row and data fields in the Cross Tab Wizard.
• The Field Properties dialog now has a Suppress repeating values option for row fields. If this option is turned on (which it is by default) and several records in a row have the same value in this field, only the first occurrence is printed; the field in subsequent records appears blank.
• A new _TOTAL value is True only for the grand totals line in a cross-tab report, so you can use that in, for example, the Print When expression of an object in a template to output that object only for the totals line. Similarly, _SUBTOTAL can be used to output an object only in a subtotals line.

Preview and Output

• A new file output type is available: Microsoft Excel PivotTable. This type, which is only available for cross-tab reports, creates an Excel PivotTable formatted the same as the cross-tab report, but you can use Excel to change or pivot the report as necessary.
• You can now output cross-tabulation and advanced layout reports to more file types, including Microsoft Excel data-only and delimited.
• The Embed fonts in the file option on the Output page allows you to embed the fonts used in the report, such as a barcode font, in a PDF file.
• The Preview window now supports the same types of output types as the Output page of the Reports Explorer.
• When you run a report, the Reports Explorer and any open report wizard windows become dim and a progress window appears, showing you the progress of the report process and allowing you to cancel the process before it finishes. You can turn this off if you wish by turning off the Display progress during report runs setting in the Options dialog.

Advanced Report Designer

• Several of the object property dialogs in the Advanced Report Designer have some changes. The Rotation option no longer appears on the General page but on its own Rotation page because it now shows a sample of how the rotation will look. The properties dialogs for field, picture, rectangle, and line objects have a new Dynamics page that allows you to conditionally alter the appearance of the object. Because the conditions on the Dynamics page are more flexible than dynamic font and color settings, those two items have been removed from the Style page for field objects.
• You can now use gradient colors for rectangles in the Advanced Report Designer, both for reports and templates. A couple of new sample templates, Gradient Template and Valencia Orange, show how these can be used to produce nice, professional effects in your reports.
• If you use Windows Vista or later, you can now change the printer used for an advanced layout report in the Page Layout page of the Report Properties dialog (this option was previously and is still available for Windows XP and earlier).

Other Features

• You can now use fields from tables involved in the report for exclusion conditions. This means you can create a report that, for example, shows all customer who bought something last year (using a filter condition of sales date is between January 1 and December 31 of last year) but didn't this year (using an exclude condition of sales date is between January 1 and December 31 of this year).
• The performance of certain types of formulas was improved.
• The Formulas dialog now has a Copy function to make it easier to create a formula similar to an existing one.
• The Formula Editor now has a Data Provider option so you can select the data provider the tables in the Tables list are from.
• The default name when you copy a report is now the existing report name with a "1" suffix; in previous versions, the default name was blank.
• The login dialog now has a link to the Setup dialog. This is useful if you need to change something about the Stonefield Query setup before logging in.
• You cannot schedule reports if you are running Stonefield Query on Windows Terminal Server or Citrix since those environments don't permit it.
• The version number now displays in the Reports Explorer title bar so you can quickly see which version you are running.
• You can now specify carbon copy (CC) addresses when sending emails.
• If you're using Microsoft Outlook or some other MAPI email program, you can now enter the name of a distribution list in the To, CC, and BCC options to send the email to a group of people.
• Importing several reports that use formulas at one time is now significantly faster than before.
• Specifying "ALLOWDIALOGS" when running Stonefield Query from another application or the command line now causes a progress dialog to display as the report runs.
• Diagnostic logging is now always performed. A file called Diagnostic.TXT is created in the Data subdirectory of the program folder and is overwritten every time you start Stonefield Query. This file is very useful for tracking down errors or performance issues, and previously was only created if a file named Log.TXT existed.
• Stonefield Query now displays a message that it's retrieving news items while it does that task so you can see what's going on.

More Looking at Stonefield Query

George Jensen of CustomerFX has added a couple of more posts about his experience learning Stonefield Query. Check out his articles: part 1, part 2, part 3, and part 4.

Looking at Stonefield Query

George Jensen of CustomerFX has been blogging about his experience learning Stonefield Query (specifically the SalesLogix version but it’s applicable to all versions). Check out his articles: part 1 and part 2.

Stonefield Query for ALERE 3.3 Build 3792

We released an update to Stonefield Query for ALERE version 3.3 today. This new release adds support for ALERE version 6.6 databases. For a list of other new features in this version please see our Online Help File.

Stonefield Query for ALERE 3.3 Build 3510

We released an update to Stonefield Query for ALERE version 3.3 today. This new release adds support for ALERE version 6.5 databases.

Stonefield Query for ALERE 3.3 Build 3497

We released an update to Stonefield Query for ALERE version 3.3 today. It has the same new features and bug fixes as the general release and also now supports ALERE version 5.0 to 6.0 databases.

Stonefield Query for Sage MAS 90-200 3.3

We released version 3.3 of Stonefield Query for Sage MAS 90-200 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 AccountMate 3.3

We released version 3.3 of Stonefield Query for AccountMate LAN and SQL 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 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.

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 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.

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.

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.

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.
  

CSIA DEMOgala

Stonefield Software was invited to Denver this week for a trade mission organized by Industry Canada, Saskatchewan Trade and Export Partnership, and the Canadian Consulate to attend CSIA's Annual DEMOgala event.

As part of the event, Doug Hennig (CTO) was interviewed by Larry Nelson of W3W3.com on how Customized Reporting Solutions Give Your Business an Edge.

On Tuesday evening Doug did a brief presentation on Stonefield Query to approximately 100 guests at a welcome reception hosted by the Canadian Consulate.

On Wednesday, we (Jeff, Chris, Doug, & Mickey) met for several hours with Bob Ogdon and his staff at SwiftPage to discuss how to integrate our products and were very excited about the possibilities for both integration and cross-marketing.

Thursday was DEMOgala 2007, Colorado's premier IT event. We had a booth and showed Stonefield Query to a lot of very interested people. At lunch, Doug was part of a roundtable of C-level executives moderated by Jon Nordmark, CEO of ebags.com. Doug had the opportunity to talk about Stonefield Query in front of an audience of about 600 CEOs and CIOs, plus he had a great discussion about problems caused by the falling US dollar/rising Canadian dollar and the challenges of recruiting staff in the red-hot Canadian economy.

This was a fantastic event for Stonefield and will be seeking out similar events in the future.