Hello,
I’m trying to create a report for the meetings held, but when I see the result, I see the same meeting reported sometimes 6 or 8 times.
What do I do wrong?
Here are the details of the creation of the report:
And here is the result of the report (part of it):
I would appreciate any help…
Thanks,
Kind regards,
Regine
This looks quite odd, normally duplicate rows would be due to many contacts being associated to one meeting, but all the contacts in this case seem to be the same (I’d check though that the meetings don’t have multiple duplicate contacts - there may also be something going on in the relationship table - there could be duplicate relationships).
As a workaround and if you are happy with only seeing one row per meeting regardless of contacts you could group by the meeting id. To do this add meetings->id as a field, uncheck “Display” and check “Group”.
Without a look at the underlying data it’s hard to say what’s going on here. It does look like a bug however so I’ve added an issue to the issue tracker: https://github.com/salesagility/SuiteCRM/issues/503
An update to this. I notice for the account name you are going through meetings twice: Meetings -> Accounts -> Meetings ->Accounts. This will cause a duplicate record for each Meeting that an account has. Just displaying Meetings -> Accounts -> Name should resolve the issue.
Thanks for your reply Jim,
I’ve used the workaround you propose, but then not all entries are shown in the report… (see pictures below)
I created another report for the meetings planned, and created one meeting with one contact and 2 users on 19th October, and this meeting appears 9 times in the report!
Here are the details of the report:
And here is the result:
And when I group the results per Meeting ID, here is the result (the meeting planned on 19th October doesn’t appear anymore):
I really can’t see what causes this, there is no contact duplicates or users duplicates.
As it is impossible to produce reliable reports like this, any idea to solve the problem is welcome!
Thanks,
Kind regards,
Regine
Hi Jim,
Sorry I hadn’t seen your update before posting my last reply.
I’ve changed the level of the Account name and Contact First Name and Last Name in the report, and the result is much better, but what is odd is that I have 49 meetings as a result of the report for planned meetings, and when I make an advanced search in meetings with status “planned”, I only have 12…
I’ve cleared the search and did it again, but the result never corresponds to the result of the report…
Do you have any idea?
Thanks,
Kind regards,
Regine
Are any meetings attached to more than one contact? If this is the case then you will see the meeting once for each contact attached which may be causing the results you’re seeing.