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Group by Date error in sales pipeline crm report

(2 posts)
  1. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Sales Pipeline Report
    Archived from: microsoft.public.crm
    Author: Charlie Wheech

    Anybody had problems with this report in terms of the group by Date function. Cannot get the date order of the report to work in terms of ordering by Estimated Close date.

    Am posting here in the attempt to get anyone out there to help me please... have been pulling my hair out in looking at the query in this report to work out how to order by Estimated Close Date!

    Thanks in advance,
    Charlie

    Posted 1 year ago #
  2. UG Bot

    admin
    Joined: Jul '08
    Posts: 2,034

    Newsgroup subject: Re: Sales Pipeline Report
    Archived from: microsoft.public.crm
    Author: Peter Lynch

    Absolutely. The CRM 4.0 Sales Pipeline report group by Date does not work correctly when using non-US CRM date formats.

    I have logged this as an issue with MSFT support, who accept there is a bug/bugs but would not start to fix until I had submitted a business case to justify the effort. Hmmnn....

    I have edited the code to display the Sales Pipeline Report by Date (in UK date format) correctly. Will post when I find it...

    However I have not yet succeeded in getting the drill through from Group By Date to the Sales Pipeline Detail to work properly. These reports are not exactly trivial...

    Peter Lynch
    MCBSP, MCSE, MCDBA, MCTS

    Posted 1 year ago #

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