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Thread: Custom report duplicating information

  1. #1
    Solutions4K12 is offline Junior Member
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    Question Custom report duplicating information

    Greetings!

    I recently created a lead source report that pulls information from the quotes module (we do not use the opportunities module for reporting).

    For some reason, the report is listing some quotes twice and I'm not sure why this is happening.

    Has anyone else run into this issue, and if so, how did you resolve it?

    Thank you in advance!
    -Stephanie


    Disclaimer: I am not a programmer.

  2. #2
    rafael.q.g@hotmail.com's Avatar
    rafael.q.g@hotmail.com is offline Sugar Community Member
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    Default Re: Custom report duplicating information

    Depending of how a report is configured, the Reports module duplicates records when they are related with more than one record at the left side. Then if you have a quote related with 3 diferent records at the left side, this quote will appear 3 times in your report, one time below of each record.

    To avoid that, just trying to reconfig your report.
    Rafael Queiroz Gonçalves
    Advanced OMG UML Certified Professional
    Sun Certified Enterprise Architect for the Java Platform
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    IBM Certified Advanced Application Developer - Lotus Notes and Domino
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  3. #3
    Solutions4K12 is offline Junior Member
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    Question Re: Custom report duplicating information

    Thank you for your reply.

    I'm not sure I understand. The exact same quote is appearing twice but only for a couple of quotes within the timeframe specified. I'm not sure how they are related (?)

    Also, how would I configure the report to account for this?

    Regards,
    Stephanie

    PS- Here are the report parameters:

    Modules: Quotes, Quotes > Teams, Quotes > Assigned to User, Quotes > Quotes
    Display Columns: Lead Source, User Name, Quote Subject, Book P.O. Date, Total (US Dollar)

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