Report Information
Version: 11.0
Author: George Peck
Comments: Form letter demonstrating several techniques used for text and formula manipulation
Title: Form Letter
Printer: Brother DCP-7030 Printer
Main Body
Data Sources
Source: Connection #1
Database DLL: crdb_odbc.dll
Database Type: ODBC (RDO)
Server: Xtreme Sample Database 11.5
Properties: QE_LogonProperties
DSN: Xtreme Sample Database 11.5
UseDSNProperties: False
QE_SQLDB: True
SSO Enabled: False
Report Parameters
Parameter: Ending Period
Data Type: String
List Type: Static
Tables
Table: Customer
Connection: Connection #1
Used Columns: {Customer.Customer Name} : String[82]
{Customer.Contact First Name} : String[62]
{Customer.Contact Last Name} : String[62]
{Customer.Contact Title} : String[12]
{Customer.Contact Position} : String[62]
{Customer.Last Year's Sales} : Number
{Customer.Address1} : String[122]
{Customer.Address2} : String[42]
{Customer.City} : String[42]
{Customer.Region} : String[62]
{Customer.Country} : String[62]
{Customer.Postal Code} : String[22]
Record Selection Formulas
Formula: {Customer.Country} In ["USA", "Japan", "China", "Canada", "France", "Italy", "Australis"]
Formula Fields
Field: Contact Name
Formula: {Customer.Contact Title} & " " & {Customer.Contact First Name} & " " &
{Customer.Contact Last Name} & ", " & {Customer.Contact Position}
Field: City State Zip
Formula: {Customer.City} & ", " & {Customer.Region} & " " & {Customer.Postal Code}
Field: Salutation
Formula: "Dear " & {Customer.Contact Title} & " " &
{Customer.Contact Last Name} & ","
Field: First Line
Formula: "Thanks for purchasing " & ToText({Customer.Last Year's Sales},0) &
" in merchandise last year."
Field: Sales Goal
Formula: CurrencyVar Goal;
Select {Customer.Last Year's Sales}
Case 0 to 10000: //Boost sales to 25K + 20% of last years sales
Goal := {Customer.Last Year's Sales} * 1.2 + 25000
Case 10001 to 25000: //Boost sales to 25K + 15% of last years sales
Goal := {Customer.Last Year's Sales} * 1.15 + 25000
Case 25001 to 50000: //Boost sales by 25%
Goal := {Customer.Last Year's Sales} * 1.25
Default: // If over 50K last year, boost by 15%
Goal := {Customer.Last Year's Sales} * 1.15
Field: Contact Name Posessive
Formula: If Right({Customer.Contact Last Name},1) = "s" Then
{Customer.Contact Title} & " " & {Customer.Contact First Name} & " " & {Customer.Contact Last Name} & "'"
Else
{Customer.Contact Title} & " " & {Customer.Contact First Name} & " " & {Customer.Contact Last Name} & "'s"
Page Header
Section: Section a
Pictures
Picture: Picture10
Size: 764x883
Detail
Section: Section a
Fields
Field: PrintDate1
Data Source: PrintDate
Data Type: Date
Format: Date and Time
Order: Date Time
Date Type: Custom
Date Format: MMMM D, YYYY hh:mm:ss AM
Field: CustomerName1
Data Source: {Customer.Customer Name}
Data Type: String
Field: Address11
Data Source: {Customer.Address1}
Data Type: String
Field: ContactName1
Data Source: {@Contact Name}
Data Type: String
Pictures
Picture: Picture1
Size: 286x74
Section: Section b
Fields
Field: Address21
Data Source: {Customer.Address2}
Data Type: String
Section: Section c
Fields
Field: CityStateZip1
Data Source: {@City State Zip}
Data Type: String
Field: Salutation1
Data Source: {@Salutation}
Data Type: String
Section: Section d
Conditional Formulas
Condition: EnableSuppress
Formula: {Customer.Last Year's Sales} >= 25000
Text Fields
Text Field: Text3
Text: {@First Line} We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
However, we are concerned that orders from {Customer.Customer Name} didn't meet our coordinated goal of at least $25,000 last year.
We think that our products speak for themselves. And, we think when you look carefully at our line of high quality bicycles and accessories, you'll find that your customers will be happiest with XTREME products as well. So, as an incentive to increase sales of XTREME products in the coming year, we're doing two things:
F Extending {Customer.Customer Name} a 15 percent discount on new orders between now and the end of the year.
F Holding a special gift with {@Contact Name Posessive} name on it. As soon as sales this year exceed our agreed-upon goal of {@Sales Goal}, we'll put this gift right in the mail to you!
Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
Section: Section e
Conditional Formulas
Condition: EnableSuppress
Formula: {Customer.Last Year's Sales} < 25000
Text Fields
Text Field: Text4
Text: {@First Line} We truly appreciate your business, and trust that you found the quality of XTREME products to meet your expectations in every way.
Not only did you exceed our common $25,000 goal for last year, but you helped "spread the word" on XTREME quality and value.
We think that our products speak for themselves. And, we're glad that {Customer.Customer Name} recognizes this and passes the enthusiasm on to your customers. As thanks for your help in making last year the most successful in XTREME history, we're doing two things:
F Extending {Customer.Customer Name} a 10 percent discount on new orders between now and the end of the year.
F Putting in the mail a special gift with {@Contact Name Posessive} name on it. Look for it to arrive on your doorstep soon!
But, we're not resting here. We have aggressive goals for rolling out new, innovative products for the coming year. And, we are sharing our aggressive sales goals with our most successful dealers. We plan on working hard with you to attain sales of {@Sales Goal} during the coming year. Together, we can work harder this year to not only improve our business relationship, but to provide your customers with the most fun, state-of-the-art, and reliable products in the industry!
Section: Section f
Text Fields
Text Field: Text5
Text: Again, {Customer.Contact First Name}, thank you so much for your support and confidence in XTREME Mountain Bikes during the previous year. We're looking eagerly forward to continuing our great relationship into the future.
Sincerely,
Text Field: Text1
Text: Andrew Fuller
Vice President, Sales