Thread Details
  • State Not Answered
  • Replies 1 reply
  • Subscribers 370 subscribers
  • Views 63 views
  • Users 0 members are here
Forum Actions
Related

summation with details report breaks when scheduled with table in the body of the email

Francesca Shiekh

Enterprise v25.1.2 on site

I have a summation with details report for which the detail includes internal comments field from the Meetings module.

the report starts from a custom module called "Partnerships" and includes groupings by Parnerships assigned user, related account, Partnerships Name and Meeting,  and the detail is the meeting internal notes (custom textarea)

Everything looks fine when running the report: it has nested tables for each of the groupings and full details of the internal notes.

A Scheduled report is complete when delivered as PDF.

However if instead of PDF I request the table in the email all the assigned users have blanks for every grouping and detail (except for the outermost assigned user group) and no internal comments EXCEPT for the very last one which has all the details.

If I copy the report to a rows and columns, then the email includes all the data, so it's not a permissions issues, plus I'm running everything as SugarAdmin id = 1 for testing purposes so I should not be limited in any way in any of the format.

Any thoughts on why ONLY the table version of the Scheduled report would be missing some details while the report and the PDF delivery are complete?

Thanks,

FrancescaS

  • 0

    For anyone else coming across this the reply from support:

    ---Quote---

    I was able to confirm that what you are describing is globally reproducible, but it is nuanced. This is happening because you are using a date field in a secondary or later group by, and it occurs wherever there are more than one result in the higher level groups.

    I have filed Issue 567983 to describe this to the product team at SugarCRM.

    The workarounds are to either use the attached PDF, or don't use a date field as a group by.

    ---End Quote---