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CRM 4.0 Report Wizard Problem

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smallia

IS-IT--Management
Oct 8, 2002
17
US
I am using CRM 4.0. I created a custom report to export order information to an Excel spreadsheet so I can do some data analysis. I need to export all the product and pricing info contained on fulfilled orders.

I've created a report using the Report Wizard. The Primary Record Type I'm using is Orders, and the Related Record Type (secondary table to join) is Order Products (Order).

When creating the report, the default Report Filtering Criteria is "modified in the last 30 days". I'm interested in all orders from Jan 1, 2008, so I modified the filtering criteria to include Status=Fulfilled, and fulfilled date *GE 1/01/08 (and deleted the "modified in last 30 days" criteria).

When I run the report, my filtering criteria works fine for the data from the Primary table (the Orders table). But for the secondary table only the data items modified in the last 30 days are being included. It appears the report wizard is still using the original filtering criteria for the second table, even though it's been deleted.

This results in all orders since 1/01/08, but only includes product and pricing data for those order in the last 30 days. Can anyone suggest a workaround to this problem?

Thanks,
Steven
 
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