Reporting and analytics

This section describes known issues that pertain to ad hoc report and predefined report functionality in NexJ CRM.

Info

Known issues related to reporting functionality that uses the NexJ Reporting Engine are documented in the NexJ Reporting Engine release notes document.

Predefined reporting

AFL-6012

There is an issue where 30 minute schedule items set to start midway through an hour show in the Schedule Day Report as spanning a one-hour interval ending at the scheduled end time.

AFL-7134

When you have created a Schedule Month Report on the Schedule workspace, and opened the saved report, the month caption in the title for the report is incorrect. This issue is specific to the Indian Standard Time (IST) time zone.

Ad hoc reporting

CDM-3403

After you trigger a report to be executed, the Update Report button

is greyed out and becomes unavailable in the user interface. However, It is currently possible to update an already executing report if you navigate back to the report library and open the report again.

CDM-4073

The presence of bireport privileges to the project-level security files is ignored when you validate or publish the model, resulting in an Unknown Privilege error.

Workaround:
Seed the privileges in the model using a SysUpgrade.

CDM-4175

If you create a chart that uses two Y-axes, the visualization of the second axis may incorrectly display the data, legend, and captions.

Workaround:
Updating the report repeatedly eventually causes the chart to display as expected. However, later refreshes may cause the issue to reappear.

CDM-4318

In a stand-alone reporting configuration, if a user updates a newly created report, they will not receive a notification when the update completes.

CDM-4320

If a user has a public report open at the same time that an administrator is making changes to its definition, those changes may not be recognized when the user clicks Update Report.

Workaround:
To see the changes made to the report, the user must refresh their page.

CDM-4371

Sample data for reports and dashboards is seeded erroneously for disabled subject areas.

CDM-4438

In a Reporting environment configured with replicated CRM database, and when a report is updated or exported, no notifications are displayed. However, the report is still updated or the export file downloaded successfully.

CDM-4474

In a NexJ CRM environment with ad hoc reporting enabled, if you have built a dashboard that includes any of the pre-configured report templates, and subsequently updated your NexJ Reporting configuration to be deployed on a dedicated Reporting server, the previously added report templates will need to be re-added to the dashboard. Manually configured reports are not affected by this defect.

CDM-4477

Users are unable to create a report containing filters on the Reports workspace, and then modify the report name or the description an unlimited number of times without encountering an "Invalid collection item in attribute "filters" of class "bireport:Report" (expected TransferObject)" error.

Workaround:
Refresh the Report Builder page and then make your changes.

CDM-4478

When you build an ad-hoc report that contains currency values, and then select a different currency in the User Preferences dialog in NexJ CRM, the change is not reflected in the report output. This bug is isolated to environments with a dedicated Reporting server.

Workaround:
You must re-create the reports.

CDM-4499

Users who do not have the rpt:DashboardManage privilege should not be able to build, edit, or export new dashboards. Currently, they are able to create and export public dashboards. For private dashboards, they can initiate dashboard building but receive the following error: Error - Access denied to an instance of class "bireport:Dashboard".

CDM-4500

When you log into NexJ Admin Console, create a new privilege group with the rpt:gReportPublicManage privilege (for example, PR1), create a new user, add the Manage Contacts and the PR1 privilege groups to the user, log into NexJ CRM as the newly created user, navigate to the Reports workspace, click the Add Report button to add a new report, and select any template (for example, Company List), the user is only able to create public reports for new blank reports. Reports based on existing templates can only be created as private.

CDM-4517

If you log into NexJ CRM as a user with reporting privileges, navigate to the Reports workspace, click the Select columns button

, and deselect all data table columns, all data table buttons and columns disappear from the Reports workspace, and you can't add a new report or add back deselected columns.

CDM-4867

You cannot successfully search for attributes that include brackets in their captions when adding fields to ad hoc reports.

CDM-4868

You cannot export ad hoc reports to PDF or CSV file formats when you are using an iPad.

CDM-4942

When you use NexJ Reporting, occasionally the column header for a complex column may display with the leading text showing as "undefined".

CDM-4944

The summary grouping on report dates can be inconsistent depending on the time zone.

CDM-4954

When you include currency fields through associations in a report (for example, currency fields for a related deal in a call records report), the fields appear blank even when there is data.

CDM-5006

Related opportunities data for household members does not export as expected to CSV files.

CDM-5007

When a report that includes more associated collections than is allowed by the "Max CSV collections" setting is exported to a CSV file, the "extra" collections are saved as headers without data, which could be misleading. The expected behavior is for such columns to not be included in the exported file.

CDM-5054

You cannot apply multiple filters fields one by one to a dashboard for ad hoc reporting as adding a new filter field erases the filter field you had previously added.

CDM-5056

Changing the operator for a dashboard filter field for ad hoc reporting from equals to not equals throws an unexpected error.

CDM-5057

Exported charts for reports omit bars for timestamps that should show as zero.

CDM-5080

While building reports that select a large number of records, the preview of the Summary tab may take a long time to load when nested association attributes are added as groupings.

CDM-5114

When multiple values are provided for a text filter in a report (for example, adding multiple text values for the equals or contains operators), are saved, and then edited again, the latest updated values may not always take effect.

CDM-5161

When you have previously created a report from a template with sub-filters for associated filters, and then you attempt to create a new report from the same template, the sub-filters disappear from the configuration and only the associated filters remain.

CDM-5176

In rare occasions, filtering on date type attributes in Reporting may return incorrect results. The issue is isolated to date attributes in NexJ CRM (for example, "Expected Close" for Opportunities) and where the time zone difference between the user entering data and the user generating the report is significant.

CDM-5302

When currency conversion is enabled in CRM, if a report includes associated fields with currency values (for example, Related Opportunities > Expected Amount for Contact) and has configured filters on such fields, then the total number of related records may be inaccurate.

CDM-5303

When currency conversion is enabled in NexJ CRM, if a report includes associated fields with currency values (for example, Related Opportunities > Expected Amount for Contact) and has configured filters on such fields, the exported CSV data may not match what's displayed in the UI.

CDM-5360

When calculations involving a date field (for example, calculating the maximum of Create Time) are added to the Summary tab of a report, but no grouping is specified, then the date values are incorrectly formatted as numbers.

CDM-5380

When a currency field (such as Expected Amount for a Deal) is included in a report, the displayed amount may be inaccurate if the currency unit for the field in NexJ CRM is not the same as the system currency unit. For example, a Deal with Expected Amount of US$1,000,000 would display CAD$1,000,000 if the system currency unit is CAD.

CDM-5381

In a calculated field formula, using the NOT logical operator with NULL input will incorrectly return FALSE as the result.

CDM-5387

When the CONTAINS function is used as a part of calculated field formula and the searchText argument is NULL, the function incorrectly returns TRUE.

Workaround:
Use the ISNULL function to check for the NULL value condition.

CDM-5435

When a filter is added for an association attribute (for example, Company > Employees) and the attribute is also used in a calculation on the Summary tab, the calculation may display incorrect results.

CDM-5438

For calculated fields resulting in a decimal numeric value, the decimal precision displayed in the UI and exported CSV or PDF file may not match.

CDM-5448

When configuring a calculated field for an ad hoc report and using TEXT() function with a currency field as input, the resulting value is not formatted correctly.

Workaround:
Use another numeric function as a wrapper to the currency value, for example: TEXT(ROUND('Expected Amount', 2))

CRM-26

If a report contains associated data fields that contain empty values (either missing or hidden by security) and if those fields are configured to be navigable (for example, the Household name for a contact), clicking the empty cell incorrectly navigates to the contact's profile in NexJ CRM.

CRM-29

When using the minus (-) arithmetic operator in a calculated field formula, a mandatory space is incorrectly required before its second argument. For example, 10-2 fails, while 10- 2 succeeds.

CRM-43

When a Contact report includes fields for a related entity (such as Company or Household) and a user clicks on the navigation link that may be available for such fields (for example, Household > Full Name), the link incorrectly takes the user to the contact's profile. This issue occurs for all entity-based reports.

CRM-46

When a mix of relational and logical operators is used in a calculated field formula, an incorrect order of evaluation may be applied which could result in an error.

Workaround:
Use parentheses to explicitly define the order of evaluation.

CRM-48

If, as part of a calculated field formula, a reference is made to a field that the user executing the report does not have access to, the field is not automatically hidden from the user. Instead, an error message is displayed.

CRM-195

Unexpected run-time errors that occur during the evaluation of a calculated field formula currently result in the NULL (empty) value displayed for the affected field.

CRM-223

If the "between" operator is used in a filter on a Date, Timestamp, Number or Currency field, and the "To" (upper bound) value is not specified, clicking the Apply button results in the filter configuration dialog getting misaligned, and subsequently entering the missing value does not save the configuration.