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  • Reporting (with graphs, pie charts, line charts, historgrams, etc)

    We need to draw reports on a monthly basis from the Sage Business Cloud Payroll Professional. However, we need to include graphs, such as histrograms and pie charts. Is this possible on Sage? It can be done in MS Excel, but it would save a lot of time…
  • Legend in SEI chart showing duplicates from the column's description

    Hi, I was wondering if anyone else had a similar issue when building graphical view on SEI. On the screenshot bellow, for each product category on the legend I get duplicates of the column's description. Thanks in advance for your help. Tar…
  • Sorting Graphs in descending order

    Hi everyone. I'm wondering if it's possible for us to sort dashboard graphs in descending order. I've been told it is not an out the box functionality of Sage CRM but I assumed this to be a standard function? For example, I would like to be able…
  • CRM.AddContent() & Dummy Field Trick

    I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens…
  • Tips for Building Views: A round up of articles on views.

    The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or…
  • Reports and Graphs using Key Attribute Data

    Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the key attribute data is complex and trying to work…