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Reporting: Bug or Working as Designed

Post here to check if app behavior is working as designed or is a bug before entering a Jira issue. Be sure to follow the post form outlined in this article: https://documentus.zendesk.com/hc/en-us/articles/20841164547095-How-to-Post-in-Bug-or-Working-as-Designed-Forums.

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Incorrect Organisation name appearing under the contact when running EOC Report

Himanshu | · 3 replies

Account name: City of Sydney Region: APAC Client version: Prod (26.1), Test (26.2) Steps to reproduce: Testing this on 26.2 Customers Test Open Event ID - 48754 Go to Actions>Run Report Event Order confirmation report, No changes in Prompt Run Re... see more
Error Message when opening WORD MERGE TEMPLATE in Contracts

Dominik Obelöer | · 3 replies

Description of the Issue:When trying to open an Event Template (Word Merge) it gives the error below: It only happens with one report, and it only happens when the report is used in an Event/Contract. When you open the document from the configurat... see more
Same Report works in one way but not in another

Dominik Obelöer | · 3 replies

Description of the Issue:There are two options to run the very same report and one options works while the other does not.1. Option (works fine)got to Exhibitor 213795 -> Actions -> Reports -> Reports -> run Report “GHM Zulassung”2. Option (does n... see more
0% Win probability in Event Opportunity not saved

Joppe Borsboom | · 2 replies

Zendesk Ticket: #383254Account: StockholmRegion: EMEA GeneralBusiness impact if not resolved: Customer cannot run reports reliably.Short Summary of issue (issue description): When creating an Event Opportunity with a 0.01% Win probability, that va... see more
Excel Reporting Add In - Unresponsive Budget Retrieval

Francesco Torchia | · 5 replies

Description of the issue: In a Financial Template Document, there is a column retrieval on column M Annual Budget which works fine, but when the user double clicks on the retrieval to drill down for the transactional detail, nothing happens. The ... see more
Venues Customer Cannot See Standard Reports

Heather Lightsey | · 6 replies

Zendesk Ticket: 385143Account: Great Plains Technology CenterRegion: USArticles used in your research: Standard Reports General:Business impact if not resolved: Unable to run standard reports on space utilizationShort Summary of issue (issue descr... see more
Incorrect calculation when Service Order Report is generated in English

Joppe Borsboom | · 3 replies

Dear Pieter Fourie Mike Schepker Satya Ram Nukala This one is urgent, as the customer is losing time and revenue. Zendesk Ticket: #384655Account: ACV (Austria Center Vienna)Region: EMEAArticles used in your research: Configure Reports for Multiple... see more
Unable to run a tabular report due to access issue

Francesco Torchia | · 2 replies

Description of the issue: The customer has created a new report which is a tabular one, however the subject selected is tasks 1934. When this reports access type is “Everyone”, then it is throwing error as “You do not have access to this page due... see more
WordMerge Template: shows gap in the first column of the table

Dominik Obelöer | · 6 replies

Description of the Issue:The WordMerge document has a strange behavior. The first colum has a gap which we do not know where it comes from and how we can remove it. Environment: https://miduca.ungerboeck.net/test/app85.cshtml?Event ID: 5001Event D... see more
Rerun Report in Report Master not working

Joppe Borsboom | · 2 replies

Pieter Fourie Mike Schepker Satya Ram Nukala Nicole Loh Zendesk Ticket: #352876Account: The Queen Elizabeth II Conference CentreRegion: EMEA GeneralBusiness impact if not resolved: Slows down testing of report changes.Short Summary of issue (issue... see more
Access Type disabled in the view for an standard/custom event report Refer to Product Ideas

Anitha Khairnar | · 5 replies

Description of the issue: Access Type disabled in the view for an standard/custom event report option Account name: City of Wanneroo Region: APAC Client version: 25.3.9522.32426 (20260126) Steps to reproduce: edit event> reports> select any repo... see more
Summary Fields in Related Contacts Subject Refer to Support

Minka Verkaar | · 13 replies

Hi team, I am looking for some background information about the following case; I have a customer in the database, with multiple contacts linked, so far so good: In the above example I have about 25 Contacts linked to this Account. Now, I would li... see more
"Report Not Available" message Answered

Anthony Costantino | · 7 replies

What would cause this message? Trying to help client troubleshoot why a user would have reported this. (we are waiting on client to provide more recreation steps) Dustin Banks see more
Reports not generating, but resulting in Concurrency Limit Reached

Joppe Borsboom | · 4 replies

1. GeneralBusiness impact if not resolved: Customer is unable to generate quotes and other reports.Short Summary of issue: Part of reports end in Concurrency Limit Reached status. This issue was addressed by SRE, who told us to raise a request wit... see more
Report Chart displays same color for different items

Dominik Obelöer | · 8 replies

Description of the issueThe Client uses a report which shows a chart but this chart is displaying the same color for two different Items.In it's logic it shows the service order items, grouped by order form. The order forms which show the same col... see more
Function Notes - Rearranging After Changing Text Color Answered

Edwin Hernandez | · 1 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/358145Account: Sun Life Assurance Company of CanadaRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/204552698-Note-Classeshttps://supportce... see more
Schedule task stuck at waiting status

Anitha Khairnar | · 8 replies

Description of the issue: Schedule task stuck at waiting status Account name: Victorian Convention and Event Trust (MCEC) Region: APAC Client version: 25.22025080401 Steps to reproduce: Main menu > Schedule task > Added new > still in waiting st... see more
Schedule of Events Report Refer to Support

Ella Fancett | · 10 replies

Hi team, A client has asked whether they can be selective in their space they pull on the ‘schedule of events’ report. This should be possible however, when I've tested this on my side i haven't been successful - not sure if what i'm doing is corr... see more
Summary Field Calculation using Advanced Search Answered

Heather Lightsey | · 3 replies

Zendesk Ticket: 368258Account: Puyallup Fair & Events Center (Washington State Fair)Region: USArticles used in your research: Summary Fields General:Business impact if not resolved: Incorrect figures in summary fields could result in incorrect rep... see more
Functions not appearing in a Tabular Report - Why?

Shelby Staudacher | Edited · 0 replies

Description of the issue: This customer has a Tabular Report on a dashboard gadget set to pull Functions based on certain criteria. Some of the Functions that were entered by certain users are not showing on the Tabular Report and I have been unab... see more
Crystal reports displaying wrong report id or not updating the report id in footer

Divya Thakur | · 5 replies

Zendesk Ticket:Ticket: Crystal Reports displaying AEDT … – Momentus Support Center – ZendeskAccount: RASNSWRegion: APACArticles used in your research:N/ABusiness impact if not resolved: Client just need to update the "Historical Receivable Aging w... see more
25.1 and 25.2 New UI – Dash Converts to Bullet Point When Followed by Spacebar Answered

Akash Satalkar | · 16 replies

Description of the issue:We have encountered a scenario where, if we enter a dash ("-") in the text area of the note class template and press the spacebar, it automatically converts to a bullet point. We have verified this behaviour in versions ... see more
Difference in allowed file size for Document upload vs Document check in Answered

Nicole Loh | · 4 replies

Description of the issue: Is there a difference in file size allowed for Document upload vs Document check in Account name: MCEC - Melbourne Convention and Exhibition Centre Region: APAC Client version: 25.2 Steps to reproduce: 1. Log in to ... see more
Text wildcard doesn't respect line break Answered

Anthony Costantino | · 7 replies

We need an Address field in Contracts subject exactly as what we have in Events subject for the event account and event contact. I've tried creating a formula field to replicate this but I can't figure out the correct CRLF combo to get the format ... see more
Space Utilization Report shows empty for specific period Refer to Support

Minka Verkaar | · 3 replies

Hi team,When I try to run the Space Utilization Report for HARPA, the report shows empty for September, while it gives me data for the past months. In have tried in other databases, and there the reports runs as expected for future months. The cus... see more
Account History Report Not Displaying Completed Events

Nikolas Michael | · 0 replies

Description of the issue:The Account History Report is displaying events for the selected account and date range, however the Estimated Value and Total Completed Value fields are showing as $0. This occurs even though the associated service orders... see more
New UX - Report cannot be ran from Report Master Answered

Shelby Staudacher | · 12 replies

Description of the issue: New UX - Report cannot be ran from Report MasterAccount name: The International CentreRegion: AmericasClient version:25.12025071401 (PROD)25.12025052101 (TEST)Steps to reproduce:Classic UXLog into local siteAccess the Acc... see more
Unable to send Documents for Electronic Signature, errorcode account has been suspended Answered

Nicole Loh | · 4 replies

Description of the issue: Unable to send Documents for Electronic Signature, errorcode account has been suspended. Customer even tried logging in to DocuSign, and received an error that an invoice is outstanding. They are not a BYOE customer, al... see more
Reporting Naming Schemes get deleted automatically Answered

Dominik Obelöer | · 6 replies

Description of the Issue: Client reports that the Report Naming Schemes are getting just deleted after a while. As we could not figure out what triggers this we tried to set the naming schemes up again and patched the DB on Debug but they stayed i... see more
Unable to control table borders in Merge Template Refer to Support

Anthony Costantino | · 3 replies

in 25.1, i'm trying to produce a table in a Word template document that has borders on specific cells and no border on other cells. I was able to control individual cell borders with HTML in old UI. It appears 25.1 keeps resetting my border styles... see more