{"id":25937,"date":"2021-10-14T05:49:36","date_gmt":"2021-10-14T05:49:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25937"},"modified":"2021-10-14T05:49:38","modified_gmt":"2021-10-14T05:49:38","slug":"error-exporting-reports-to-excel-in-crm-part-7-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/14\/error-exporting-reports-to-excel-in-crm-part-7-2\/","title":{"rendered":"Error exporting reports to excel in CRM part – 7"},"content":{"rendered":"\n

Sage CRM<\/a> has an easy-to-use reporting tool that lets you edit and create reports. One can also add charts or different types of graphs in the reports extracted from Sage CRM that proves beneficial for the users to perform data analysis. These reports with graphical representation have also proved beneficial for displaying and viewing data on Dashboards. With the help of reporting tool, you can see the report through the CRM application itself as well as you can export the reports in different formats such as PDF and Excel.<\/p>\n\n\n\n

New Stuff:<\/em><\/strong> Sage CRM 2021 R2: New Dashboard Templates and Reports<\/a><\/p>\n\n\n\n

There have been many instances where users have faced issue while extracting data in these report formats. We have been discussing various possibilities of one specific report error i.e., \u2018Error exporting reports to excel\u2019 in CRM. For various instances of this specific issue, various resolutions have been identified. <\/p>\n\n\n\n

In this blog, we are going to discuss the same issue which occurred while extracting reports data in an excel file. Though the medium of this error is the same, this time the error message encountered was different and so was the resolution.<\/p>\n\n\n\n

\"Report's<\/a>\n\n
Report’s Export To Excel Issue<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

As soon as we faced this error, we checked for all the previous solutions discussed in past years. Below listed are few things which are mainly required to export reports in an excel file, but no luck.<\/p>\n\n\n\n

  1. Checked whether a temporary file of report excel is getting generated under WWWRoot\/Temp<\/strong> folder<\/li>
  2. Dashboards are working or not.<\/li>
  3. Tomcat service is running or not.<\/li>
  4. We have checked JDBC properties for Tomcat, which is also correctly configured<\/li>
  5. We have checked the Port under the Web Config file at the below path:
    C:\\Program Files(x86) \\Sage \\<Instance> \\Services \\IISUtils \\CRMRewriter<\/li>
  6. This port has to be similar to the port mentioned under the Connector port tag of the Tomcat server configuration.<\/li><\/ol>\n\n\n\n

    Now since the error message displayed on the screen was different this time; we tried exploring more about the MSXML and how does it impact the functionality of CRM. The MSXML DOM implementation exposes an API containing a set of interfaces for loading and parsing documents, working with document nodes, selecting document fragments, as well as dynamic validation against XML Schemas. When it comes to Sage CRM, one must install MSXML 4 on the Sage CRM server to use Sage CRM Web Services. <\/p>\n\n\n\n

    After a lot of debugging, we found that msxml parser<\/strong> needs to install to overcome exporting reports to excel file error. You just have to install the msxml<\/strong> setup file on the server where the Sage CRM is installed. Sage CRM provided msxml<\/strong> setup file in the Sage CRM setup file in all versions. Under the \u201cSage CRM Full Install – EN NA\u201d of any version, you can find the msxml setup <\/strong>file at below path –<\/p>\n\n\n\n

    C:\\Program Files(x86) \\Sage\\CRM\\Utils\\EN\\xmlparser<\/strong><\/p>\n\n\n\n

    Once done with the installation of msxml on the server, you will find that the exporting reports to the excel file is working fine.<\/p>\n\n\n\n

    In this way, whenever you face export reports to excel issue in Sage CRM due to MSXML; you can easily sort out the issue just by installing MSXML whose setup file which also made available in the Sage CRM setup folder. One just needs to install the setup file on the server where the Sage CRM is installed.<\/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-to-use reporting tool that lets you edit and create reports. One can also add charts or different types of graphs in the reports extracted from Sage CRM that proves beneficial for the users to perform data analysis. These reports with graphical representation have also proved beneficial for displaying and viewing data\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":[65,73,98,136,145,146,180,182,190,240,241,317,332,360],"tags":[3610,3609,3257,4496,4125,1107,4500,4499,1928,4497,2105,4501],"class_list":["post-25937","post","type-post","status-publish","format-standard","hentry","category-codeless","category-configuration","category-customization","category-enhancements","category-export","category-export-to-excel","category-iis","category-iisreset","category-installation","category-merge-to-pdf","category-merge-to-word","category-report","category-sage-crm","category-service","tag-error-exporting-reports-to-excel","tag-error-exporting-reports-to-excel-in-crm","tag-error-exporting-reports-to-excel-in-crm-part-6","tag-error-exporting-reports-to-excel-in-crm-part-7","tag-error-exporting-reports-to-excel-in-crm-part-8","tag-excel","tag-msxml","tag-msxml-parser","tag-reports","tag-reports-to-excel","tag-sage-crm-reports","tag-xmlparser"],"yoast_head":"\nError 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\/2021\/10\/14\/error-exporting-reports-to-excel-in-crm-part-7-2\/\" \/>\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 - 7 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has an easy-to-use reporting tool that lets you edit and create reports. 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