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Reporting and analytics

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


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

Predefined reporting


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.


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


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.


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.

Seed the privileges in the model using a SysUpgrade.


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

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


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


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.

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


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


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.


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.


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.

Refresh the Report Builder page and then make your changes.


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.

You must re-create the reports.


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".


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.


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.


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


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


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.


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.


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


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.


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.


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.


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.

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


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.


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.


Some associated fields (for example, the "Household" for a Contact) do not appear when the type-ahead is used to add a calculation on the Summary tab.

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