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  • 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...
  • Blog Post: Editing Report Styles

    In this article I want to consider how report styles can be edited. Consider this report which lays its list out with grid lines. And this report which lays its list out without grid lines. The choice of whether the report should be displayed with grids or not is controlled within the...
  • Blog Post: Customizing campaigns and marketing features

    Sage CRM out of the box provides users with a very useful set of marketing or campaign management features. Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu. In the image above you can see...
  • Blog Post: Graphical Workflow for Marketing

    In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
  • 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...
  • Blog Post: Creating a new Reports Administration screen in classic ASP COM API

    Working with reports can be a little frustrating. Consider this listing of the General report category. And then try and answer the following questions Which reports have charts? Which reports show a Gauge? Which reports are Cross Tabs? Which reports were created by the...
  • 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...
  • Blog Post: Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
  • Blog Post: Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
  • Blog Post: Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
  • Blog Post: Creating Custom ASP Reports in Sage CRM.

    The image below shows that I have just run a custom ASP report called 'TestReport' from within the general category. The report has popped up and has displayed the graph and the panel I wanted. There are 2 main things to be aware of when creating ASP pages in the reports area. 1) You...
  • 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...
  • Wiki Page: 710-18187 - Graph missing when exporting report to PDF

    Steps to Reproduce: 1. Reports > Dashboards 2. Select Run for the Pipeline (Dashboard) report 3. Leave output as Screen and press Go. Graph and table appear on report. 4. Close then re-run the report, this time choosing Export to PDF. Actual result (please include error message): Only the table appears...
  • Wiki Page: 695-18195 - Unable to view charts when Exported to PDF

    Summary : Flash charts are not visible when exporting reports to PDF. Symptoms: Adobe Flash is "blocked" on Server OS 2012 or higher and to "unblock" it you need to: Enable Desktop Experience on Windows Server 2012 1. Solution: 1. Open Server Manager and click Add Roles and Features...
  • Wiki Page: 720-18126 - Dates shown are wrong while Exporting to XLSX

    Summary: Dates shown are wrong while Exporting to XLSX Symptoms: 1. Login to CRM. Go to Preferences 2. Change Date/Time Preferences to mm/dd/yyyy 3. Go to Administration > Customization -> Communications > Fields 4. Change Date / Time to “Date Only” for comm_datetime 5. Do Metadata...
  • Media: Component: Create Admin Report showing Reports & Charts(Sage CRM 2018)

    This component adds a report under the Administrator Reports category called "Reports with Charts". This uses a new view called "vReportCharts" defined under the System secondary entity.