Customizing Maximizer reports

Hi, Peter.

>I want to be able to add the display of some user-defined fields to
>the Notes report.

You can't modify the built-in Notes report because it predates Maximizer 8 (when Crystal Reports was added) so it is hard-coded into the Maximizer application. You'd have to create your own Notes report and then add whatever extra fields you want.

>Using Crystal Reports, I can't even figure out how to display all
>the Notes, much less add any other fields.

There is a simple example in the help file for CreateUdfViews

http://www.regensys.com/CreateUdfViews

(install it, run it, click "Help" and scroll to the bottom of the main Help page to find the link). The example uses the A_E_MAIL_ADDRESS view as an example, so you'd want to do the same thing with the AMGR_Notes view.

>And I only want to do this for the selected user, not necessarily
>my whole address book

When you run a custom report from the Reports menu, Maximizer gives you the option of running the report on:

( ) Selected entries in the current list
( ) All entries in the current list
( ) Entire Address Book

Thanks for the info. I guess my problem is not so much the UDF fields, although your program helps with that. My problem is that I just can't figure out how to create a simple report with Crystal Reports. The doc is less than helpful. Does anyone have a sample report they could send me, just so I can get the idea? I want to create a report that displays all the notes for a particularly entry.

thanks,
Peter

>The doc is less than helpful.

If by "the doc" you mean the example in the CreateUdfViews help file, how could it be made more helpful?

No, I meant the doc for Crystal Reports that comes with Maximizer

>Does anyone have a sample report

Here is a very simple example you can use as a starting point.

Thanks. The file isn't available yet for download. Hopefully it will be soon.

hey guys is it possible to use crytal reports to generate graph percentage of UDF fields ??
for instance my segmentation in UDF is
managers
ceo
trainers
team leaders
chairperson
liaison officers
consultants
directors
ect...

is it possible to get a percentage on how many of those are in the database?
any idea on how to do dat with max9 and crystal repots

Cheers,