Just wondering, The report output is great. However there seems to be no way of outputing to a tab delimited text file!. Is there a way. I need something like this as selecting a opportunity does not give you an export option to include estimate details, etc...

You can do two things:

In any list (i.e. Contacts), go into column mode (that's the third mode, where you can add and remove columns), highlight the rows you want.

1) Select File -> Export -> Export Visible Columns... That will output tab delimited data to a file.

2) Select Edit -> Copy and Paste into something like Excel.

Hope this helps.

AJ, Thanks. I tried this before, however the Opportunity estimate deals do not come through. Is f-Script or applescript the way? Do you have sample code to save to text file based on what has been selected. I.E I want to be able to select and opportunity details I want plus appropriate estimate details get saved in to the text file. The receiving application can import quite well and also can do some applescript stuff.

I see what you mean.

Yes you could get that info using F-Script. The best example would be the 'Send to Direct Mail' plugin. It shows how to get data from objects and write them to a file. The differences are:

1) The fields (obviously)
2) In the plugin we write to an xml file, you would write to a string and save that string as a text file

  NSString's saveToFile:atomically:  

3) The example is in Objective-C, so you'll have to either just make a plugin or use the F-Script syntax.

I don't have a concrete example at this point.

It's a little involved - but definately possible.

This can be done using the old report engine... which is still included within Daylite.

Thanks. Almost there. Where can I find documentation or how to use the old report engine. I am new to Daylite and only used DL3. Also I was thinking, The merge feature (used Letter template) is quite useful. If I could merge and save to file, it could work? When I create a letter template, where is it stored (database?). Cheers.

You can find documentation on how to use the old report engine in the Daylite Developer Kit (http://www.marketcircle.com/downloads/developer/DayliteDeveloperKit3.zip). We used to distribute it with Daylite in the Daylite Extras folder.

In particular look at the following...

Merged Reports/ReportTemplatesHOWTO.pdf
Daylite Data Description.pdf

The Letter Template functionality still uses the old report engine. It is very powerful if one knows how to use it. (and yes, letter templates are stored in the database)

You can generate html, txt, rtf, whatever using this...