{"id":24014,"date":"2020-05-02T11:45:19","date_gmt":"2020-05-02T11:45:19","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24014"},"modified":"2024-10-15T12:14:40","modified_gmt":"2024-10-15T12:14:40","slug":"error-exporting-reports-to-excel-in-crm-part-7","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/","title":{"rendered":"Encountering issues while exporting reports to Excel in CRM Part -7"},"content":{"rendered":"\n

\u201cError exporting reports to Excel\u201d<\/strong><\/em>\u00a0is one of the known as well as dreadful error in Sage CRM<\/a>\u2019s history. Though we have a good collection of knowledgebase to tackle this issue, with the release of new versions of Sage CRM and its various new features; the cause of these specific issues has also kept differing.<\/p>\n\n\n\n

New Post: GUMU™ integration is now compatible with Sage 100 v2020<\/strong><\/em><\/p>\n\n\n\n

Yes!! You got it right. This blog is regarding the Error faced in exporting reports to Excel but in one of the latest versions i.e. Sage CRM 2019 R1 (as experienced by us). As you all must be aware, with the latest releases of Sage CRM version there have been various changes introduced not only features-wise but also in configurations or other system settings. One such parameter introduced with the release of Sage CRM 2018 R2 version was the Custom server name for internal reqs<\/strong><\/em> under the System Behavior settings of CRM.<\/p>\n\n\n\n

This feature is usually used to set a custom Sage CRM server name for internal requests i.e. if you want the server name used for internal requests to be different from the actual server name you can define it over here. But what if you don\u2019t want to define any specific custom server name? Should it be left blank? This is what we did and faced its consequences while exporting reports to Excel.<\/p>\n\n\n\n

On trying to export the report to Excel, we faced the issue as shown below \u2013 <\/p>\n\n\n\n

\n\"Error<\/a>\n
Error generating Report<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

This being a known issue, we tried all the solutions suggested in Knowledgebase; but no luck. On checking the logs, we found a unique thing that was the domain\/server name was missing in the URL which was generated while performing this action. <\/p>\n\n\n\n

\n\"Error<\/a>\n
Error logs<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

After making a check at various configuration levels right from IIS to CRM\u2019s System behavior, we noticed that the parameter Custom server name for internal reqs <\/strong><\/em>was kept blank. Since we never had the need to specify any custom server name, we thought of restoring the default standard value i.e. http:\/\/localhost<\/em><\/p>\n\n\n\n

\n\"Settings<\/a>\n
Settings in System Behavior<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

We made the configurations and tried our luck with extracting report in excel; and it worked successfully. Even the system logs had the URL generation perfect with a proper domain name instance.<\/p>\n\n\n\n

\n\"System<\/a>\n
System Logs with proper URL<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

In this way, you can fix the Error faced in exporting reports to excel due to the custom sage crm server name configuration done for internal requests in the latest versions.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201cError exporting reports to Excel\u201d\u00a0is one of the known as well as dreadful error in Sage CRM\u2019s history. Though we have a good collection of knowledgebase to tackle this issue, with the release of new versions of Sage CRM and its various new features; the cause of these specific issues has also kept differing. New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,65,73,109,138,145,146,147,332,335,334,3986,3987,3985],"tags":[4114,4113,3610,3609,4038,1117,1920,4112],"class_list":["post-24014","post","type-post","status-publish","format-standard","hentry","category-administrator","category-codeless","category-configuration","category-debug","category-error","category-export","category-export-to-excel","category-export-to-pdf","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2018","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","tag-custom-server-name","tag-custom-server-name-for-internal-reqs","tag-error-exporting-reports-to-excel","tag-error-exporting-reports-to-excel-in-crm","tag-error-generating-report","tag-export-to-excel","tag-report","tag-report-in-excel"],"yoast_head":"\nEncountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Encountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"\u201cError exporting reports to Excel\u201d\u00a0is one of the known as well as dreadful error in Sage CRM\u2019s history. Though we have a good collection of knowledgebase to tackle this issue, with the release of new versions of Sage CRM and its various new features; the cause of these specific issues has also kept differing. New\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-02T11:45:19+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-15T12:14:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/\",\"name\":\"Encountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg\",\"datePublished\":\"2020-05-02T11:45:19+00:00\",\"dateModified\":\"2024-10-15T12:14:40+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Encountering issues while exporting reports to Excel in CRM Part -7\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Encountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/","og_locale":"en_US","og_type":"article","og_title":"Encountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components","og_description":"\u201cError exporting reports to Excel\u201d\u00a0is one of the known as well as dreadful error in Sage CRM\u2019s history. Though we have a good collection of knowledgebase to tackle this issue, with the release of new versions of Sage CRM and its various new features; the cause of these specific issues has also kept differing. New\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2020-05-02T11:45:19+00:00","article_modified_time":"2024-10-15T12:14:40+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/","name":"Encountering issues while exporting reports to Excel in CRM Part -7 - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg","datePublished":"2020-05-02T11:45:19+00:00","dateModified":"2024-10-15T12:14:40+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/Error-generating-Report.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/02\/error-exporting-reports-to-excel-in-crm-part-7\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Encountering issues while exporting reports to Excel in CRM Part -7"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=24014"}],"version-history":[{"count":12,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24014\/revisions"}],"predecessor-version":[{"id":28913,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24014\/revisions\/28913"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=24014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=24014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=24014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}