Jorn Lindhard Mortensen's blog : Office Accounting 2008

My Office Accounting report’s aging filters need to add new columns

Jorn — Mon, 11 Aug 2008 22:41:00 GMT

I just got this question:

“The problem is that I am creating a new custom report using the INativeReportV2 interface. I am trying to apply Aging Options Filter to the report. The problem is, how I do capture those values in the CreateDesign method? The CreateDesign method only accepts the IReportDesign parameter, it does not pass in the IReportFiltersV2 parameter. If you can provide any advice on this issue, I’d really appreciate it.”

The only answer I could find is: … you don’t

You can’t do that in the CreateDesign method that is. You will have to cheat and create the columns in another method where you do have access to the IReportFiltersV2 parameter.

CreateData would be a good option for such a method – but then I don’t have access to the IReportDesign !?!

Well you will have to cheat a bit and keep a reference to the design in a class variable, the reference can be set in the CreateDesign method.

How can I export an Office Accounting report to Excel in code

Jorn — Fri, 11 Apr 2008 19:35:00 GMT

It has been a while since my last post and I have gotten a few questions. One question was related to exporting reports to Excel.

This is actually pretty simple; you may have noticed the IReportExportToExcelV2 interface. This is the key to this task.

Basically the system report executor implements this interface and therefore you can use it to export.

Time for an example:

// First we need the engine

ISbaObjects sbaObjects = loader.GetSbaObjects(.........);

ISmallBusinessInstance instance

= (ISmallBusinessInstance)sbaObjects.SmallBusinessInstance;

IReportEngineV2 reportEngine

= (IReportEngineV2)sbaObjects.ReportEngine;

// Get a report descriptor

IReportDescriptorV2 reportDescriptor

= reportEngine.ReportDescriptorView

.GetByName("CustomerTransactionHistory");

// Use the report descriptor to create a report executor

INativeReportExecutorV2 reportExecutor

= (INativeReportExecutorV2)reportEngine

.GetReportExecutor(reportDescriptor);

// Let's change a filter on the report

// just to show that you can modify the report before exporting

IReportFilterDateV2 filterDate

= (IReportFilterDateV2)reportExecutor.ReportProperties

.ReportFilters.GetFilter(ReportFilterEnum.DateFilter);

filterDate.DateFilter = DateFilter.Today;

// Now everything is ready and we can cast the

// executor to an IReportExportToExcelV2

IReportExportToExcelV2 exportToExcel

= reportExecutor as IReportExportToExcelV2;

if (exportToExcel != null)

exportToExcel.ExportToExcel();

Pretty easy eh?

Fresh off the press: Office Accounting 2008

Jorn — Thu, 15 Nov 2007 04:12:00 GMT

Time for some exciting news on brand new Office Accounting versions!!

Today we are releasing the new Office Accounting 2008.

Among the great news we are now releasing new versions; besides the new US version we have now added a new US-Spanish version for the Spanish speaking population in the US…

And many have been asking for a UK version of Office Accounting for a while now, I’m happy to say that you can now download this product as well!

Official press release