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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: 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: 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...