{"id":24096,"date":"2020-05-29T04:49:03","date_gmt":"2020-05-29T04:49:03","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24096"},"modified":"2020-05-29T04:49:06","modified_gmt":"2020-05-29T04:49:06","slug":"error-exporting-reports-to-excel-in-crm-part-8","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/","title":{"rendered":"Error exporting reports to excel in CRM Part-8"},"content":{"rendered":"\n

Sage CRM<\/a> has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can view the data after login into Sage CRM.<\/p>\n\n\n\n

New Stuff<\/strong>: Changing appointment color for a user in Team CRM calendar<\/a><\/p>\n\n\n\n

Reports can be seen Onscreen or they\ncan be extracted into Excel, CSV, or PDF as per your need. Exporting report to\nExcel sometimes works in first go or you may face various issues while\nextracting the same in excel. We have already written many blogs based on the\ndifferent scenarios that we faced while exporting reports in excel through Sage\nCRM. Today also I am going to discuss one such scenario, which is causing error\nwhile doing this process.<\/p>\n\n\n\n

When we are trying to extract the Opportunity report in Excel, we were facing the issue mentioned in the below screenshot. <\/p>\n\n\n\n

\n\"Export<\/a>\n\n
Export to Excel Report Issue<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

We tried all the suggestions written in our previous blogs to overcome this issue, but no luck! We checked the tomcat logs, ewaresystem logs. But, there also we didn\u2019t found any error. After doing a lot of R & D, we finally come to know that, the base currency is not set at the configuration level. Therefore, whenever we try to extract a report which includes currency in it, it fails. To overcome this issue, we set Base currency using the following steps.<\/p>\n\n\n\n

  1. Login into CRM.<\/li>
  2. Go to Administration -> Data Management -> Currency.<\/li>
  3. Checked whether currencies are defined with its proper conversion rate.<\/li>
  4. Then go to Administration -> Data Management -> Currency Configuration and click change.<\/li>
  5. Select the currency that you created as \u201cBase Currency\u201d and \u201cIs Single Currency\u201d: No<\/li>
  6. Then go to Preferences and make sure that Currency is set properly.<\/li>
  7. Do metadata refresh.<\/li><\/ol>\n\n\n\n

    In this way, after setting the Currency<\/strong> and Base Currency<\/strong> in Currency Configuration, we can extract the reports which include currency in Excel format.<\/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":"

    Sage CRM has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can\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":[19,68,73,90,145,146,332],"tags":[4126,847,4127,849,3609,4125,1117,1920],"class_list":["post-24096","post","type-post","status-publish","format-standard","hentry","category-administrator","category-column","category-configuration","category-currency","category-export","category-export-to-excel","category-sage-crm","tag-base-currency","tag-currency","tag-currency-column-in-report","tag-currency-value-in-sage-crm-reports","tag-error-exporting-reports-to-excel-in-crm","tag-error-exporting-reports-to-excel-in-crm-part-8","tag-export-to-excel","tag-report"],"yoast_head":"\nError exporting reports to excel in CRM Part-8 - 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\/29\/error-exporting-reports-to-excel-in-crm-part-8\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Error exporting reports to excel in CRM Part-8 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-05-29T04:49:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-05-29T04:49:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.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=\"2 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\/29\/error-exporting-reports-to-excel-in-crm-part-8\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/\",\"name\":\"Error exporting reports to excel in CRM Part-8 - 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\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg\",\"datePublished\":\"2020-05-29T04:49:03+00:00\",\"dateModified\":\"2020-05-29T04:49:06+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Error exporting reports to excel in CRM Part-8\"}]},{\"@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":"Error exporting reports to excel in CRM Part-8 - 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\/29\/error-exporting-reports-to-excel-in-crm-part-8\/","og_locale":"en_US","og_type":"article","og_title":"Error exporting reports to excel in CRM Part-8 - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM has an easy reporting tool that allows you to create a new report or edit the existing one. We can add different types of graphs in a report which will be beneficial to view the report data in Graphical format. These reports can be added into the Dashboard also so that users can\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2020-05-29T04:49:03+00:00","article_modified_time":"2020-05-29T04:49:06+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/","name":"Error exporting reports to excel in CRM Part-8 - 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\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg","datePublished":"2020-05-29T04:49:03+00:00","dateModified":"2020-05-29T04:49:06+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/05\/ReportIssue1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/05\/29\/error-exporting-reports-to-excel-in-crm-part-8\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Error exporting reports to excel in CRM Part-8"}]},{"@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\/24096","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=24096"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24096\/revisions"}],"predecessor-version":[{"id":24100,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/24096\/revisions\/24100"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=24096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=24096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=24096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}