Solution for Running Reports in Sage CRM

By | October 31, 2019

One of the most used features in Sage CRM is ‘Report’. In this blog, we have discussed a solution for the error message “The field does not exist or is not a report field, or you are not permitted to use it: lead_priority” when you try to run the report.

New stuff: Changing the Default Status of Communications while loading Calendar in Sage CRM

Sage CRM always provides some reports for the standard entity. So we can take this report from standard Reports -> Lead -> Leads by Campaign

Some time on running the report you will receive below error message.

This is because the security access rights for the field in Sage CRM is denied. Hence to provide access to particular field displayed on the screen you need to follow the below steps.

  1. Log in the Sage CRM with Admin user.
  2. Navigate to Administration | Customization | Lead
  3. Search for field with a name lead_priority click on field security for changes as shown in below screenshot.
  4. Fields
    Fields
  5. As you can see in below screenshot, the Read and Write Access is Deny for the field.
  6. Field Security -Denied
    Field Security -Denied
  7. So go ahead and change the Read and Write Access to Allow then click on Continue. As shown in the below screenshot.
  8. Modified Field Security-Allow
    Modified Field Security-Allow
  9. Now go back to the report and retry running the same.

Hope you find this blog helpful.

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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace. For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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