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-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-4445
When public dashboards contain a private report, they cannot be exported successfully.
CDM-4446
If you configured your Reporting server to use streaming notifications, and your browser cannot connect to the NexJ Push Redirector (for example, due to a network firewall rule), it will not be possible to export or update reports. The correct behavior is to revert back to a polling pattern in order to maintain functionality.
CDM-4450
When you click on a report on the Reports workspace to open it in the Report Viewer, select the Visualization tab, and click Update Report and Edit Report, you are unable to modify the report's fields, filters, summary, and visualization in the Report Builder.
Workaround:
Select a different tab, other than Visualization, in the Report Viewer before clicking Update Report and Edit Report.
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-4484
When you have the rpt:PrivateReportManage privilege, you can create your own reports but you cannot export these reports. To export reports, you need the rpt:PublicReportManage privilege.