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Stonefield Query Reporting for SalesLogixStonefield Query for SalesLogix® is a user-friendly report writing, query, and data mining tool designed specifically for SalesLogix. You no longer need to call an IT specialist every time you need a report. Now your sales people, administrative staff, and management can create their own reports in minutes. Stonefield Query for SalesLogix can handle virtually all of your reporting needs. To try Stonefield Query with your own SalesLogix data, download a 30-day trial today! SalesLogix Specific Features - Stonefield Query works with all versions of SalesLogix from 5.0 and later.
- Tables are organized into logical data groups. Rather than selecting from over a hundred tables when creating a new report, the user first selects the data group they wish to work with, then selects from the small set of tables in that data group.
- Customized table and field captions for base tables are automatically supported.
- Multi-Database Support: A single report can be run against each of your SalesLogix databases without making changes to the report.
- Calculated fields defined in SalesLogix, including those involving local joins, are automatically supported.
- User-defined tables, fields, and relationships are automatically supported.
- Stonefield Query for SalesLogix automatically retrieves lookup information for some fields, such as user name and activity or history type, so no data joins are required, resulting in greatly improved performance.
- Stonefield Query for SalesLogix can report on information in QuoteWerks, a quoting system that integrates seamlessly with SalesLogix.
Other Stonefield Query Features - Report Types: Choose from four different report types: Quick Reports (row and column layout), Charts/Graphs (pie, bar, etc.), Cross-Tabulation Reports (like pivot tables, for analysis), and Labels (mailing, barcode, etc).
- Report Templates: Choose from one of the supplied templates or use the Template Editor to build your own.
- Report Sample: See a snapshot of what the report looked like the last time you ran it.
- Report Scheduler: Automate reports that need to go out on a regular basis.
- Report Preview: See what the report will look like at each step of the report building process. There's no need to save and exit before viewing.
- Role-based Security: Control access to a single report, group of reports, and/or specific modules by assigning users to groups. This allows you to restrict access to sensitive data.
- Unlimited Reports: Create an unlimited number of reports.
- Favorites: Save frequently used reports into your user-specific Favorites folder for quick access.
- Output Types: Stonefield Query for SalesLogix supports output to comma-delimited (CSV), Microsoft Excel® (XLS), Microsoft Word® (DOC), PDF, Rich Text Format (RTF), Table Format (DBF), Web Page (HTML), and XML.
- Email Reports: Use a SMTP or MAPI email client to quickly email reports through Stonefield Query.
- Label Wizard: Select any data in your system and choose from 87 different Avery label formats.
- Advanced Report Designer: Customize the report layout beyond the report wizard settings using the Advanced Report Designer for complete report control.
- Customize SQL Select: Stonefield Query for SalesLogix automatically generates a SQL Select statement for the report once fields have been selected. Advanced users can customize the statement if desired.
- Detailed Help File: Read through our detailed online help or our 240+ page PDF reference manual. Topics include Tutorials, Using Stonefield Query for SalesLogix, Menu Functions, How To, and Frequently Asked Questions.
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