Sage CRM 2018 R3: Issue while exporting report to XLSX

By | January 9, 2020

Sage CRM’s reporting tool has helped to get a clear picture of all the work data in a very efficient way. Users can either fetch all the data at once or apply various criteria such as date, company, or stage of the record to get the data in an appropriate manner. Different report display options is an additional advantage to get the data in different formats. But have you ever faced such an issue where the report was visible through screen option but not in excel?

New Stuff: Issue while loading records on Ticket List in Self Service Portal

While working in Sage CRM 2018 R3 version, we faced a very strange issue where the report data was visible on screen and pdf; however on trying to extract the data in excel we faced error called “An error occurred while running the report. Error generating report”. You can refer below screen shot for your reference.

Error generating Report
Error generating Report

First we thought it could be because of the Tomcat service failure. You can refer below link –
Error exporting reports to excel in CRM part-6

However on trying on fetch other reports data in excel worked successfully. We couldn’t even find any error details in SQL or System logs as well. Thus the only alternative left was to remove every output column one at a time and run the report. That’s when we could identify that the Integer field which was added in report output made it crash.

On further analysis, we found that unchecking the “Show Summary Data” check box from the last page of report configuration solved the issue.

Below is the screen shot for your reference.

Report Options Screen
Report Options Screen

In this way you can overcome the issue while exporting reports to XLSX with integer fields in reports.

Please Note: This bug is been resolved in Sage CRM 2019R1.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – 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.