Vreports & Dashboard by VTExperts
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  • 4. Report on dashboard only shows records assigned to the current user
  • 5. Do Vreports supports 3rd level relationship
  • 6. Vreports malfunctions creating reports on "Transactional" modules with respect services/products
  • 7. How to make a Pivot report data Selectable
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6. Vreports malfunctions creating reports on "Transactional" modules with respect services/products

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Last updated 9 months ago

Issue

When transactional modules (QUO/INV/PO/SO) are selected in the primary module and the products/services modules are selected in the second module. Vreport output will show distorted data

Reason

This is likely due to the relationship structure. The "transactional" modules (QUO/INV/PO/SO) have special relationships with services/products.

The way you can look at it:

Primary Module: Products

Secondary Module: Purchase Orders

It works, because you can see related PO's to the Product:

However, if you look at the Purchase Order module, you do not see the opposite relationship:

Solution

When creating reports for any module, if the data on the report is not complete/correct (or it does not work at all) - it is recommended to switch primary & secondary module to see if other variation works as expected.

Extension
Vreports & Dashboards

Description

Vreports malfunctions creating reports on "transactional" modules with respect to services/products

Created by

Salman (November 11, 2022)