Sage CRM

Hello dear community, in CRM I noticed that the view in the tile in the control center is different from the result of the underlying report. It has been checked if it is indeed the underlying report. Also the executing user is the same. An update…

Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

Besides the build in report writer in CRM, what other report writer would you recommend to build analytical reports? For example, can I use Crystal Report, SSRS, Sage Business Intelligence? If can, how could I run the reports inside the CRM application…

I am having an issue exporting a report to XLSX in Sage CRM 2018R3. The message on screen is the typical message, An error occurred while running the report. Error generating report. Exporting to CSV and Excel CSV work fine, no issues. All other tomcat…

Hello All, My CRM version is 7.0h, service is windows server 2012 R2, sageCRMTomcat6 service is running, the dashboard is OK. Now when I export the report to xls, it shows me the error: An error occurred while running the report. How can I do? …

Hi, I used Group functionality (CRM v7.3 SP3) to export the list to CSV file but got the following error: 2200 Companies processed Error creating Export Text file Error generating report. I checked the Temp folder, the file was not generated…

Hi, I created a report based on Opportunity entity, and then make it available for Interactive Dashboard. The column with numerical value is aligned to right on the report. This same report is available for a dashboard gadget, however, the numerical…

Hi. I'm looking to make a CRM Crosstab Report that would indicate each Unique Business Type by Company. My problem is that the Business Type is a multi-select field - so a company can have multiple business types selected. Not sure how to proceed…

Can anyone provide any insight on the following two questions: Is this even possible, they want to look at the auto hyperlink report and know what they have already clicked on. If possible could you point me in the direction of what I should be…

Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…

I have a report that needs information from two different source views. (One field that I need is on the company view, while the remaining fields reside in the Opp summary.) I believe I would have to tweak the SQL view used to grab the data for the…

Howdy folks, Hopefully a quick question - I'm not sure if this is CRM formatting during export or Excel formatting the report It is to do with exporting a "List" type report to Excel When you open the exported report in Excel it is displays as it…

Hello, I have a report and I want to organise it by Post codes. I can set it to postcodes that contain "NW" etc, but how can I enter multiple postcodes? I have tried "NW, SO, PO" and "NW and SO and PO" and a few other ways, but none seem to work. is this…

Hi All, Using standard CRM Reports on a custom entity I have a standard report with grouping (Group by company) and the details are listings of qty's from my custom entity Then I have a (sum) total at group footer Is it possible to suppress the…

we have created a basic report for a client, and the date shows the dd/mm correct, but the year is 1899? Any ideas? (Please visit the site to view this file)

Hi How can i do this in .net SDK i try but not work

I have created a proj: proj_title in the report view. I am trying to use the dynamic field in the Title: for the report. We are using Sage CRM for Sage 300 ERP v 7.1g. Thank you in advance for any suggestions or directions. Reg Cracknell

Hi, I am trying to create a chart in a CRM asp page, using the info from the Sage Developer guide. It is CRM 7.1g. When I run the page, it basically seems to crash CRM and we must restart the program. It seems like it recycles the app pool or something…

Hi guys! My client wants that i created the reports for his needs, but after creating it he says that his excel reports isnt working. After restoring backup they dont work too. After some days, we decide to TURN OFF SSO and we saw that excel reports export…

Is there a way to run communication/activity reports for particular Groups?

Good afternoon. I have been struggling for a few days trying to find a report/create a new one that displays the contract expiration date by SERVICE address, not company. Currently I have a report which will list Existing Contract Expiration, but the…