HELIOS QUESTION. mdb crystal reports and access

[jeradsv]

I'm new here, and i'm loving what I see. Especially this thread: http://www.tantalk.com/viewtopic.php?topic=2345386&forum=2

I'm going out on a limb but, Just gonna see if anyone has ever accomplished something like this. What im trying to create is a simple report program, that will query helios mdb files and tally total sales and per person averages. It would work sorta like employee averages in helios reports. Except, I want it to do specific things, for instance: Take the day, month or years total califonia tan lotion sales, and divide it by the number of tanning sessions for that day, month or year. If that makes any sense.

I know it can be done. Because I know crystal reports (which is used in helios reports) just queries differnt mdb files when creating a report. I just can't figure out how to make my own "crystal report" for instance. PLZ HLP



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[ This Message was edited by: jeradsv on 2005-07-14 02:34 ]

[Tommy]

We do it with MS-Access but I don't use crystal reports.

[sun2go]

http://www.ebargainsoftware.com/crrepr901.html

[HotSpots]

you can create crystal report which sits on the computers desktop area but not linked within the helios application itself. once you create the report, double click on it and it will generate the data you are looking for based on the structure you've defined in the report.

[Andy]

Hopefully the amount of info I provide here is helpful ... direct access into databases by employees (who also read these posts) can result in a breach of security into other salon owners systems ... so I will attempt to point you in the right direction without providing quidance that assists security breaches.


Against the Transactions table within the Transact Database you would query the "Price" field for Total Sales of the related products. If you have CalTan lotions in a separate Department that would make the Total Sales easier to select.

Be aware that records with a CTYPE of only "P" (assuming CalTan products are set up in Helios as Products (sales code type)) should be selected for sales.

You can get a count on the Tanning transactions by counting records with a CTYPE of "S" (assuming all Tanning transactions are codes in Helios as Services) and a Time_Tan greater than "0".

NOTE: Helios deliberately DOES NOT report Employee Averages based on tanning session. You can have a client purchase lotions without tanning ... you can not have a tanning session without a client ... Client Counts is considered by Helios to be a more accurate base against which to calculate the average sales per "session/client". Products that you do not wish included in the "Per Client average on Products would be coded as Miscellaneous ... those dollars will be reported as Service Dollars on the Employee Average not Products.

The field Last_MTD is the transaction date.

Hope this helps without causing harm to anyone else ... if any disagrees ... advise immediately and I will moderate this post

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Andy Thompson
Home Office: 519-858-4154
Helios VM: 317-554-3409
US Cell #: 317-529-0041
andy@gohelios.com
andy@myatso.com[ This Message was edited by: Andy @ MyATSO.ca on 2005-08-19 16:00 ]