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How can I include data from Address Book or the Standard Items database in my Sage Estimating report?

Background

Liberty Reports allows you to query data from multiple sources into one report. When using Liberty Reports with Sage Estimating, you will commonly begin designing your reports using data that is found in the SQL Server database that contains your estimates. This article addresses how to include data that would be found from one of the other two SQL Server databases: Address Book and Standard Items.

By default, Liberty Reports establishes a single connection named "Sage Estimating". When you begin designing your report, Liberty Reports will prompt you to select the SQL Server database to associate with this connection and you would commonly select the one that contains your estimates. All of the Liberty Reports functions and queries reference the "Sage Estimating" connection name which identifies where the data should come from (based on the specific SQL Server database you selected). In order to get data from another source, such as Address Book, you need to add another connection name. Any Liberty Reports functions or queries that need to get data from Address Book would refer to this other connection name.

Adding an Address Book Connection

  1. Click the Liberty Reports tab on the ribbon.
  2. In the Design Tools group, click Manage Connections.
  3. Click the Connections tab and then click the [+] button to add a new connection name.
  4. In the Create New Connection window, enter a name in the Connection Name box. This name should identify the type of database you are expecting the connection to be used with, not the name of the specific database. For example: Sage Estimating - Address Book
  5. In the Databases list, select the desired database (note that you can point this at a different database at anytime). For example: AddressBookKeep in mind that if the database you want to use is not listed, you will need to go back to the Manage Connections window, click the Databases tab and add the database to the list.
  6. Click OK.
  7. Click Close to dismiss the Manage Connections window.

Designing With Multiple Connections

As mentioned earlier, every Liberty Reports function and query identifies a connection name which is associated with a given database. When using the Query Wizard or Function Wizard, the first step of the wizard allows you to select the connection name. If you've already been working with a connection while designing a report, Liberty Reports will automatically default to the last used connection and advance you to the next step in the wizard to save time. To query data from a different connection (e.g., Address Book), just click the Back button or click the Connections button at the top of the window in the navigation bar. You can then select the desired connection and proceed with the remaining steps of the wizard.