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Issues with Summary in Report Wizard - MSCRM 4.0

Answered Issues with Summary in Report Wizard - MSCRM 4.0

  • 25 Agustus 2008 18:52
     
     
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    I have been using the Report Wizard in CRM 4.0, and as much as I like it, I am getting frustrated!  When you add a column to be shown on the report, one of the options in the "change properties" window for that column is "summary". I choose "SUM" as my option, as I want a summary of the total dollar amount of that grouping.

     

    Unfortunately, this only seems to work on canned fields, and not custom fields I have created on the form.  Am I doing something wrong?

     

     

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  • 25 Agustus 2008 19:06
     
     
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    are your custom fields the correct type of attributes?  look at their setup if you can
     
  • 25 Agustus 2008 19:11
     
     
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    The custom field is a "money" type, just like the canned field, estimatedvalue.

     

     
  • 26 Agustus 2008 4:41
     
     
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    attributes from same primary report entity or related one?

     

     
  • 26 Agustus 2008 13:30
     
     
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    they are from the same primary report entity

     

     
  • 27 Agustus 2008 13:57
     
     
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    (I promise I am not trying to sound insulting, this is my mental checklist when I have report issues)

     

    • Do I have data to report on?  (if I am looking for a sum/average of some set of numbers, does that set of numbers have data values to total?)
    • Am I selecting the right data to report on?  (right data, right entity?)
    • Do I have the permissions needed to access the data that I want?
    • Am I picking the right trigger for my data?  (if I am looking at a date range, do I have the correct range?  the correct date item?)
    • Is there a similar canned/system report that I could customize and compare my report to, and find my problem?

     

    (If you would like, we could do a quick gotomeeting and troubleshoot)

     

     
  • 27 Agustus 2008 19:00
     
     
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    Thank you so much for this!  I hate to admit it, but alas, I may not be playing with a full deck of cards this week.

     

    Your first suggestion was the light bulb I needed.  I checked my entire report, and lo and behold, there was the data I was looking for!

     

    Thanks again for your help.  Let me know if you freelance your CRM skills!

     

     
  • 28 Agustus 2008 1:18
     
     Jawab
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    Yea!  so glad you got it!

     

    I am a consultant by trade, my email is on my profile if you need something.