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.

Ad hoc reporting

CDM-2922

If you apply a filter on a subfield of a collection-type, associated field in an ad hoc report and use that field as a grouping, the Summary and Visualization tabs of the report may display more items than expected. This issue primarily impacts time-based attributes, such as the end time of related activities in a Users report.

The issue only impacts aggregations and, therefore, does not affect the Live Detail tab, which shows the filtered data correctly.

CDM-3372

A Mozilla Firefox browser error is generated when a user navigates to the Reports workspace.

CDM-3378

The reporting functionality is currently not supported in non-Google Chrome browsers.

CDM-3403

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

is grayed 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-4043

The emails sent out by a scheduled run of a report may not always have the details of the report attached in a .csv file.

Workaround:
If this happens, you may need to export the report data manually and send it as required.

Predefined reporting

AFL-5180

When you click the Reports button

on the Contacts workspace, select Detail Report, select Show Interactions and Interaction filter options, select a different status and a different template in the Type field, and click Run Report, you may receive an error or the report may not generate.