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  • Wiki Page: 636-16832 - How to: Replace 0 values with empty spaces in reports exported to Excel

    Summary: When exporting a report to Excel or CSV, zero values for numeric fields will be represented as the number 0 (screenshot below). A customer had a requirement to that these fields not be populated when the valuie was zero. Steps to Follow: 1. Exporting The Report 1.1 Go the the required report...
  • Wiki Page: 605-16736 - SqlError when making a search with extended character in Sage CRM Reports

    Summary: Modify a Communication Report to make a search on the character "ñ". Symptoms: The report should display communications with character "ñ". But the following is shown: SQl Error message - an error occurs during process. Resolution: This issue is resolved in...
  • Wiki Page: 636-16957 - Reports and groups not showing the fields that were selected on creation

    Summary: This article covers the issue that some of the fields that the user has selected to be included in the report/group change to different fields when the report or group is saved. Symptoms: When creating a new group / report the field names seem to change randomly when a report is run. In the...
  • Wiki Page: 492-16996 - Users with a plus sign (+) in their username may be unable to display reports

    Summary: Users with a plus sign ("+") in their username may be unable to display reports on-screen. Symptoms: As a user with a username of test+admin , try running a report to the screen. A 404 error message is displayed Error text: HTTP Error 404.0 - Not Found The resource you are looking...
  • Wiki Page: 636-17031 - Issue with report setting to select only the reports from the previous weeks

    Summary: Issue with report setting to select only the reports relative to the previous weeks in the search criteria on 7.0 and 7.1 installs. Symptoms: 1. This is for reports where the search criteria uses some form of date field. 2. For this example the 'opportunity: close by' date field was...
  • Wiki Page: 536-17059 - Company Summary Report not showing details of Email Out

    Symptoms: When using HTML emails, reports that include the Communication: E-mail Text field will include HTML tags in their content. It would be expected that the email message should jsut display plain text, as opposed to formatted text, or HTML tags. Workaround: If filing inbound emails, then the mail...
  • Wiki Page: 632-17118 - Reports not working with Ipad on Cloud

    Summary: When trying to run a report on an iPad nothing happens. Resolution: The issue may be caused by an older, cached version of the reports screen being displayed by the device. Clear the cookies, cache and make sure pop-ups are allowed on the iPad and try again.
  • Wiki Page: 632-17212 - Screen resolution effects reports

    Summary: Running a report with the screen resolution set to 1280 x 720 causes the report to show on-screen with two scroll bars. Cause: This caused by setting the "Rows Per Page" option in the report to 20 or 10 instead of 0. Resolution: This is only an issue with Internet Explorer 10. It is...
  • Wiki Page: 632-17213 - Cannot sort a cross tab report by translation

    Summary: Cannot sort a Cross tab report using the "by translation" option. Symptoms: The following error message is displayed when running the report: An error occurred while running the report. SQLError The following appears in the logs: errormsg 15 SELECT comp_sector,comp_type, COUNT(*) AS...
  • Wiki Page: 636-17268 - Report prints HTML code in the communication: email text field

    Summary: HTML code can be seen in the communication: email text column in a report. Symptoms: If the 'Communication: email text' field is used in the report contents of a report, the text is in HTML format, and not in just plain text. Workaround: Copy the text from the column, paste it into notepad...
  • Wiki Page: 536-17317 - Alternative to Crystal Reports in 7.2

    Summary: The customer is going to upgrade from Sage version 7.0E to Sage version 7.2. They also use Crystal Reports XI and there is no compatible Crystal Reports version for Sage 7.2. They have asked what the alternatives are and whether we have any suggestions as to the best way of upgrading? Solution...
  • Wiki Page: 536-17368 - Reports go missing

    Summary: An issue can occur if a user logs out of CRM after clicking on a report category in the Reports section but before the report category loads. Symptoms: The next time any user clicks on a Report Category the reports will not be displayed on the UI even though they still exist on the database...
  • Wiki Page: 536-17476 - Reports go missing

    Summary: An issue may occur when a user clicks on a report category and then immediately clicks on the log out button. This can cause a problem displaying reports on the UI for all users of the system until a metadata refresh is done. Symptoms: An Access Violation error will be seen in the logs and when...
  • Wiki Page: 632-17532 - Exporting to Excel Issue

    Summary: When exporting a report to Excel in Sage CRM an error is shown and no report is exported. Symptoms: The following error message is shown: Cause: The cause of this was that the "Report generator maximum memory (MB):" was set too high, in this case 2048 MB. Resolution: Navigate to Administration...
  • Wiki Page: 492-17701 - Reporting: Missing charts in PDF document

    Summary: An issue may occur on Sage CRM on-premise installs where charts do not display in reports output to PDF. The issue may only appear after upgrading the customer from a previous version of Sage CRM. More information: Adobe Flash needs to be installed on the server in order for chart images to...
  • Wiki Page: 492-17948 - Reports unable to display Thai characters

    Summary: Issues may arise when running reports containing Thai or other Unicode characters from an external database. Symptoms: Thai characters in reports generated to the screen or any export format (such as PDF) may display as blank squares. This issue does not affect data stored in CRM in entity records...
  • Wiki Page: 492-17989 - Deleting report categories

    Summary: Sage CRM does not currently have a user interface option for removing report categories. A user may have a requirement to remove a report category created in error, or to delete one that is no longer used. Report categories can be removed by running the following SQL, then carrying out a metadata...
  • Wiki Page: 492-18029 - Issue with uploading data, exporting to Excel / CSV and sending to MailChimp group

    Summary: An issue has been introduced in Sage CRM 7.3c whereby uploading data, exports to Excel or CSV, or actions involving MailChimp are never completed. All versions of Sage CRM between 7.3GA and 7.3 SP1 may be affected. Symptoms: A user may carry out an export, and the screen will appear to pause...
  • Wiki Page: 492-18056 - Excel export: Column data types set to date format

    Summary: Exporting certain reports to XLSX may result in the exported document's cells being set to an incorrect format. This is a bug, resolved in 7.3 SP2. Symptoms: The issue here is that the user’s date and time format is being applied to the majority of non-integer fields when exporting...
  • Wiki Page: 695-18149 - Repoort Error The multi-part identifier "aliasName.field name" could not be bound

    Summary: An Issue may arise while running reports with Sorting Options set to "By Translation" or "By Caption", it can show: An error occurred while running the report.SQLError. This is a known bug escalated for fix. Cause: The issue is due to sorting options when selected changing...