Articles

• Custom Report: Customer List with Customizable Columns

  Overview The Advanced Query Builder (AQB) is a built-in utility within Everest used for building custom reports that can be assigned to a user. This article explains how to use the AQB utility to gene...

• Custom Report Registration Error

  Overview This article provides the solution when report registration fails with the error message:  The report file you have selected appears to be created in the earlier version of Everest. Do you wa...

• Error:997 Failed to Retrieve Error Message from Print Engine

  Overview This article provides a solution when the error message Error:997 Failed to Retrieve Error Message from Print Engine is encountered when trying to print reports as well as Pick tickets.   Sol...

• AQB Query to Fetch SalesReps Information in Customer Contact Address' Custom Fields

  Overview This article provides the AQB (Advanced Query Builder) query that can be used to pull up SalesRep information in the Customer Contact Address' Custom Fields.   Information The following query...

• Custom Report Displaying Comments for all Customer Accounts

  Overview This article describes how you can create a custom report showing all customer accounts together with the comments entered under the miscellaneous tab for each account.   Information Everest ...

• Custom Reports | Sales by State by Billing Address

  Overview This article provides the AQB (Advanced Query Builder) query that can be used to pull up a custom report showing Sales by State by Billing Address.   Information The following query can be us...

• Custom Report: Sales by Ship-To-State

  Overview By default, there is no report to obtain the sales data by Ship-to-state. However, the AQB (Advanced Query Builder) can be used to create a custom report showing Sales by Ship-To State for th...

• Reports not working after upgrading Everest

  Overview This article outlines the solution when some reports cannot be generated after upgrading Everest to a newer version. The following error messages can be encountered when generating some repor...

• 'Access is denied' error when trying to extract Crystal Report file from CZR

  Overview This article describes the solution steps when users are unable to extract a Crystal Report when right-clicking the CZR in the Reports Manager and selecting Extract. This action triggers the ...

• Item Tracking Report showing materials used in past work orders

  Overview This article outlines how to create a custom report showing items/materials used in past work orders. Solution By default, the inventory history for an item only shows the work order# but not...