Report on Combined Note records for Custom Entity

By | January 10, 2020

As we all know Sage CRM provides lots of functionality to users to track their business data. For this type of scenario, most useful feature is “Reports”. The reports are very useful for mangers to see growth of work in a certain period of time. User can design their reports as per user preference. Recently, one user wanted their custom entity’s notes added in reports but in one row.

New Stuff:Data Resource unavailable for Gadgets of Custom Entity

Suppose there is one custom entity name as Machine under Company. There is multiple notes for the same machine record. 

Report
Report

If user wants to see all the notes against the machine record. But he end up creating a view for the report that gets generated based on each note record instead of displaying combined notes for the machine record.

In order to combine all the notes against the machine record, user need to create below SQL statement.

select *, STUFF((
SELECT top 20 ', ' + note_note
FROM notes where Note_ForeignTableId = 10243 and Note_ForeignId = mach_MachineID
FOR XML PATH('')
), 1, 1, '') as Notes
from Machine where mach_Deleted is null
View
View

Now, refer the above SQL statement and create a view for the report, In order to create source view for report navigate to  path Administration -> Customization -> Machine,  also don’t forget to check a checkbox name as “Reports View“as shown in below screenshot.

To create Source report in Sage CRM, refer below link:
Create Simple Sage CRM report to view Opportunities generated from Outbound Call list

Once you are done run the report now you will see that all the notes are combined into one report column, which is easy to understand.

Updated Report
Updated Report

Hope this helps.

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