I have created reports in Suite and want to either “export” or “Download PDF” but when I do so, only the headers show up; no data! What am I doing wrong?
We need a little more information here,
If possible, could you attach a screenshot of your Downloaded PDF
Also, could you attach screenshots of the report’s Detail view and Edit View?
I have attached the screen shots you requested. I think I see the problem. . . there is no information in the Reports view in Admin mode… . . I did not create the report in the Admin mode under studio, but in the Create Report screen. Please explain how I should be creating the reports. I reviewed the tutorials for creating reports in Sugar but it didn’t seem to translate. Any help is greatly appreciated!
Sorry, to clarify, I meant the Detail view and Edit view of the Report Record itself, not the admin > studio layouts.
Could you please attach these screenshots so I can see how you have built the record.
I realized I sent the incorrect report detail view. . . I attached the correct report detail view and the PDF screenshot
The issue seems to come from your conditions.
What are you attempting to do with your “Deadline: Sophomore Qualifier Exam” condition?
If you make the condition “Equal to > Field > None” It will most likely not work, so you may need to take another look at that in the Edit View.
I have to manually enter the value “Deadline:Sophomore Qualifier Exam” to equal “sophomore qualifier exam”, ie > Equal to>Field>Deadline: Sophomore qualifier exam. Every time I view these types of reports with a date field, I have to manually enter the field and “update.” I thought this was a bug in Suite. . . . once I update the field and run the report, it pulls up the data. See attached screen shot.
My problem is this. . . once I run the report and it shows all the data. . . around 70 records or so, I cannot download as PDF
Should I define the Deadline: Sophomore Qualifier Exam in a different way? I’ve tried other configurations, but it doesn’t pull the data. It’s a simple report, I want to know the deadline for all freshman to complete their qualifier exam in order to move to the sophomore level.
Updating the Parameters on this screen won’t update them properly, i.e: in the CRM or DB, this is only a temporary visual update that will allow you to see different results.
As far as I can see in your EditView screenshot, you have set Sophomore Qualifier Exam > Equal to > Field > -none-
To get the results in a way in which you can then download as PDF, you may wish to change it to Equal to>Field>Deadline: Sophomore qualifier exam. in the EditView of the Report record and then save changes.
I have done what you are suggesting, ie, set the field to equal “deadline: sophomore qualifier exam” The only option I have is to “update,” (not save) which will then show a list of records. However, if I leave the reports page and then return, the field reverts back to “None.”
This is a very simple report and I feel like I’ve done what you have suggested.
I have only created reports from the Reports page. . . I hit the ‘create’ button, define the fields, etc and run the report. I have also duplicated the report, saved it, and the field still reverts to NONE.From what you are saying below, “Updating the Parameters on this screen won’t update them properly, i.e: in the CRM or DB, this is only a temporary visual update that will allow you to see different results.” If I’m not to update from this screen, (the create or edit screen) where do I do the update? Am I supposed to create reports from the Admin mode? Please explain and/or send along tutorials.
The “Deadline” Sophomore Qualifier Exam" field is a custom date field. . . could this be the problem? Should I un-check “Enable range search”? I have created many custom date fields. I have included a screen shot of the field from the Admin>Studio>contacts>Edit Fields view.
If you are viewing the report, click on “Edit” to go into the editview.
In this view, change ‘None’ to ‘deadline: sophomore qualifier exam’
and click save.
I have attached your screenshot from earlier to show you which view you should change the condition on.
Does it work if you change this field?
I’m sorry if I have not made myself clear, but I have done what you said, over and over and over again. In EDIT mode, I select “Deadline:sophomore qualifier. . .” , click save and when I get to the next screen, the value reverts back to “NONE” and I have to select the "Deadline: sophomore. … " field again. When I do this, the records show up but when I choose, “Download PDF” OR “Export” , only the headers appear on the report.
I inquired earlier, but since this is a custom created field, could this be the problem? I sent a screen shot of the field in an earlier email. (#23124)
I tested this with a few different custom fields and there seems to be an issue. Specifically, when you make a Date field Equal itself, it won’t pull through.
Open the Record, Click the Edit button and change the Deadline: sophomore qualifier exam Condition line to the following:
Deadline: sophomore qualifier exam > equal to > Date > Deadline: sophomore qualifier exam
I have attached the format of this, just for clarity.
and click save.
Does it pull through to the next page, allowing PDF printing? If not, could you send another screenshot of the Edit view?
It works!!! Wow. Thank you.
Soooooo, now I have another problem: The print out on the report is off by one day. Ie, In the record for a particular student, the date IN THE RECORD for “Deadline:Sophomore Qualifier Exam” = 7/31/2015.
However, ON THE REPORT, the “Deadline:Sophomore Qualifier Exam” = 7/30/2015. The report is one day off and is consistently incorrect on all records. I tested a couple of the reports, and the date is off by one day on the other reports I have created as well.
I have not received an answer regarding the report being off by one date; did you receive the request? If not, here it is again: “The print out on the report is off by one day. Ie, In the record for a particular student, the date IN THE RECORD for “Deadline:Sophomore Qualifier Exam” = 7/31/2015.
However, ON THE REPORT, the “Deadline:Sophomore Qualifier Exam” = 7/30/2015. The report is one day off and is consistently incorrect on all records. I tested a couple of the reports, and the date is off by one day on the other reports I have created as well.”
I’m unable to replicate this issue, I Tried a few different reports and all of mine show the correct dates in all fields, including the Printed PDF.
Have you made any modifications to the code that may have affected this?
I could take a look again at your report’s Editview/Detailview and see if I can notice any issues. Could you post screenshots of these?
I have attached the following:
Edit View: Report
Detail View: Report
Edit View: Custom Field (EDIT FIELD VIEW)
It seems as though, when the report is being generated, it takes the Timezone set on your user into consideration.
As the Database stores Date & Datetime fields in UTC:
If the Timezone is anything less than GMT+0:00, it will show the wrong date.
This is because the Date field sets a hidden time value to, for example, 1/01/2001 12:00AM
So, If the Timezone is something like GMT -1:00, the report may generate it as 12/31/2000 11:00pm
Hopefully this explanation helps understand the issue. I have logged it as an issue on our Github: #537
The only way I can see to get around this at the moment is to change your timezone to one that is a few hours further ahead while printing generating Reports. You can do this by clicking your username on the top-right of the screen, clicking the “Advanced” tab and changing your Time zone.
Thank you!!! That explains it. The person who set up Suite is in London. … at least now I can explain to my team why the date is off by one day.
Now I have another question. I want to add the primary email address to a report, but cannot find the field when I am creating the report. The default email, as far as I can tell is named “email1” or “primary email address” and I cannot find it in the drop down selection on the report:create page. I looked at past support posts and tried what they said (going to account and selecting email address from there) but it did not work. Regardless of the module I select: Contacts, Accounts or Email Addresses, I choose Operator: Equal to>Type: Field>Value: These are all the fields in my contact records and does not have the primary email address as an option.
All of our records are “contacts” and not “accounts.” Could this be the problem?
Hi, you should be able to add a Contact’s Email address to the report like this:
Expand the Dropdown “Email Address : Email Address”,
Expand the Dropdown within that called “Email Address”
Drag over the field called “Email Address”
I have attached a screenshot of the dropdowns and field I am referring to
I have done what you suggested, many, many times. Here is my issue:
I select the “email addresses” option from the drop down but there is no “email address” option for the value.
Please see attached screen shot.