• Using Quotas in reports

  Support July 20th, 2020 @ 11:02 am
  

  Hello Ray,

  Thank you for contacting us!

  If you are entering "Quota" in the field in a User Module, you should probably add the User Module,
  Or have you added a custom module with a name Quota and it is missing? Have you tried "Extended" button in a report builder?

  We might need to take a closer look to this together, if adding Users module isn't a solution. In this case maybe you can send us the temporary admin user access to eva.narunovska@itsapiens.eu or we can schedule a live web meeting with remote access.

  Best Regards,
  IT Sapiens Team

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• Key does not exist

  Support January 2nd, 2020 @ 2:02 pm
  

  Hello,

  Thank you for contacting us!

  Related issue with the license - when we look at license verification log, it tells us that it is OK now, - just checking, - does it work for you now, or is there still an issue?

  Thank you!
  Best Regards,
  IT Sapiens Team

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• User issue

  Support August 7th, 2019 @ 12:37 pm
  

  Hello,

  Thank you for contacting us! You have applied for a plan 'All Users' - this license requires to be purchased for all of your CRM system users.

  You can apply to another plan, "JUST REPORT USERS" - this allows you to select 2 users. Please note that in this case unlicensed users will not be able to see the reports and charts, only licensed users can do that.

  Let us know, if you have any more questions!

  Best Regards,
  IT Sapiens Team

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• Customer Journey reporting

  Support July 17th, 2019 @ 2:15 pm
  

  Hello Thank you for contacting us!

  The best would be if we could have the admin user access to your (maybe test system) and then we can take a deeper look create it for you. But please do not share it over here. Please send it to info@itsapiens.eu
  Also the link to the report please, where you see just link, but want to see more.

  Or if not possible to give a temporary access, we can schedule live web meeting and we can guide you in this case. - If you could provide us your location time zone , we can schedule the common time.

  Thank you!
  Best Regards,
  IT Sapiens Team

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• report not send

  Support April 10th, 2019 @ 2:03 pm
  

  Hello Cris,

  We have contacted you via e-mail for more information. But let us know, in case you haven't received anything.

  Best Regards,
  IT Sapiens Team

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• report not send

  Support April 2nd, 2019 @ 3:01 pm
  

  Hello Crysy,

  Thank you for contacting us!
  Quick question, before we go deeper - are you using the Basic or PRO version?

  BR,
  IT Sapiens Team

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• Scheduler Entry

  Support February 14th, 2019 @ 2:18 pm
  

  Hi,

  You need to head over to the Admin panel and Schedulers and create a new (This can be sometimes hard to find - simply click the little arrow on next to schedulers in the top navigation bar)

  From the "Job" drop-down menu select "Analytic Reporting Send Scheduled Reports". The Job name doesn't matter, but putting something descriptive helps and finally set the frequency- you can set every 1min - as it should not really put strain on your system as most times it will simply run empty and just check the schedule.

  You will also need a second job - so create another one. This time you need to pick "Analytic Reporting Processes" from the Job drop-down. This is needed for the various jobs you have defined in the Analytic Reporting settings under the Job tab. All other options should be pretty much the same as for the Scheduled Reports above.

  Please let us know if this helped you.

  Best wishes
  Arturs

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• Cron not working for analytical reporting

  Support January 29th, 2019 @ 11:57 am
  

  Hello,

  Thank you for contacting us, we have contacted you via e-mail for more details.

  Best Regards,
  IT Sapiens Team

  View Comment
  
  
• Displaying Report under my reports

  Support December 11th, 2018 @ 11:59 am
  

  Hello,

  Thank you for contacting us!
  Basic version gives ability to only add Chart, not report to dashboards. PRO version is about ot release Dashboard solution, which allows to add report tables to dahsboard as well.

  In relation to pre-built reports - can you please AdvancedReports table in your DB, - does it have any records (all report definitions should be in there).

  Please let us know,

  Thank you!
  Best Regards,
  IT Sapiens Team

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• License key does not exist

  Support November 14th, 2018 @ 1:36 pm
  

  Hi,

  we can confirm that the key is active and valid- we managed to validate it from one of our instances.
  To validate the key it is checked against the SugarOutfitters license validation API - https://www.sugaroutfitters.com/api/v1
  Can you make sure that your instance is set up such that it can reach the API endpoint? Checking the key usage history it was validated only from my instance and it seems when you tried to validate the key it never reached the server.

  I'll also forward this to SguarOutfitters and hopefully they can provide some input.

  Best wishes
  IT Sapiens Team

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• License key does not exist

  Support November 13th, 2018 @ 12:33 pm
  

  Thank you for contacting us!

  Can you try to validate key several times and ensure, there is no space or extra symbol? If this doesn't help, can you please send us the key to e-mail: info@itsapiens.eu
  - so that we can test if it works?

  Thank you!

  Best Regards,
  IT Sapiens Team

  View Comment
  
  

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