Showing posts with label Legrand CRM. Show all posts
Showing posts with label Legrand CRM. Show all posts

Monday, November 5, 2018

Stonefield Query for Legrand CRM Version 7.2

We are pleased to announce the release of version 7.2 of Stonefield Query for Legrand CRM. There are lots of new features in this release.

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Tuesday, April 24, 2018

Stonefield Query for Legrand CRM Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for Legrand CRM. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.