+1 Also really hoping this gets updated, or even better some enterprise level reporting functionality. 

Yes, I'd rather it become an OOTB functionality in Creatio 8.1 ... an enterprise grade tools requires enterprise grade reporting

Hi Yosef!

The app does not support report download in Freedom UI sections.

As a workaround, you can set up reports that have "Custom report" report type. That way you can generate a report in the Excel reports section.

Hello Damien,



Please contact our support team (suuport@creatio.com) and describe the issue.

Bogdan,

Hi I did already, they told me to ask the question on the community..





Damien

Damien Collot,

Please create a new case and write that it was recommended to create case on the community, 

The code I'm using to access the web service (based on this) is as follows, the cookie is definitely retrieved (though I'm not 100% sure what the `_appUrl` should be):

string _output = "";
string _userName = "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
string _userPassword = "XXXXXXXXXXXX";
string _authServiceUrl = "https://XXXXXX-crm-bundle.creatio.com/ServiceModel/AuthService.svc/Login";
string _authServiceUrl2 = "https://XXXXXX-crm-bundle.creatio.com/0/rest/IntExcelReportService/GetExportFiltersKey";
string _appUrl = "https://XXXXXX-crm-bundle.creatio.com/";
var _authCookie = new CookieContainer();
 
TryLogin();
TryForKey();
Set<string>("ProcessSchemarequestResult", _output);
 
// Sends a request to the authentication service and processes the response.
void TryLogin() {
    var authData = @"{
        ""UserName"":""" + _userName + @""",
        ""UserPassword"":""" + _userPassword + @"""
    }";
    var request = CreateRequest(_authServiceUrl, authData);
    //_authCookie = new CookieContainer();
    request.CookieContainer = _authCookie;
    // Upon successful authentication, we save authentication cookies for
    // further use in requests to Creatio. In case of failure
    // authentication application console displays a message about the reason
    // of the mistake.
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
            string authName = ".ASPXAUTH";
            string authCookeValue = response.Cookies[authName].Value;
            _authCookie.Add(new Uri(_appUrl), new Cookie(authName, authCookeValue));
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
void TryForKey() {
	string esqStr = "{\"rootSchemaName\":\"Contact\",\"operationType\":0,\"includeProcessExecutionData\":true,\"filters\":{\"items\":{\"a99615bf-66bc-4ad4-b6da-e2d8949e090b\":{\"filterType\":1,\"comparisonType\":3,\"isEnabled\":true,\"trimDateTimeParameterToDate\":false,\"leftExpression\":{\"expressionType\":0,\"columnPath\":\"Id\"},\"rightExpression\":{\"expressionType\":2,\"parameter\":{\"dataValueType\":1,\"value\":\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"}}}},\"logicalOperation\":0,\"isEnabled\":true,\"filterType\":6},\"columns\":{\"items\":{\"Full name\":{\"caption\":\"Full name\",\"orderDirection\":0,\"orderPosition\":-1,\"isVisible\":true,\"expression\":{\"expressionType\":0,\"columnPath\":\"Name\"}}}},\"isDistinct\":false,\"rowCount\":-1,\"rowsOffset\":-1,\"isPageable\":false,\"allColumns\":false,\"useLocalization\":true,\"useRecordDeactivation\":false,\"serverESQCacheParameters\":{\"cacheLevel\":0,\"cacheGroup\":\"\",\"cacheItemName\":\"\"},\"queryOptimize\":false,\"useMetrics\":false,\"adminUnitRoleSources\":0,\"querySource\":0,\"ignoreDisplayValues\":false,\"isHierarchical\":false}";
	string callData = "EsqString : " + esqStr + ", RecordCollection : [\"98dae6f4-70ae-4f4b-9db5-e4fcb659ef19\"], ReportId : \"ebf37bad-134c-423e-af16-aa0897522de6\"";
    var request = CreateRequest(_authServiceUrl2, callData);
    request.CookieContainer = _authCookie;
    using (var response = (HttpWebResponse)request.GetResponse())
    {
        if (response.StatusCode == HttpStatusCode.OK)
        {
            using (var reader = new StreamReader(response.GetResponseStream()))
            {
                var responseMessage = reader.ReadToEnd();
                //Console.WriteLine(responseMessage);
                _output = _output + responseMessage + "\n\n";
                if (responseMessage.Contains("\"Code\":1"))
                {
                    throw new UnauthorizedAccessException($"Unauthorized {_userName} for {_appUrl}");
                }
            }
        }
        else
        {
        	_output = _output + response.StatusDescription + "\n\n";
        }
    }
}
 
// Create request to the authentication service.
HttpWebRequest CreateRequest(string url, string requestData = null)
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create(url);
            request.ContentType = "application/json";
            request.Method = "POST";
            request.KeepAlive = true;
            if (!string.IsNullOrEmpty(requestData))
            {
                using (var requestStream = request.GetRequestStream())
                {
                    using (var writer = new StreamWriter(requestStream))
                    {
                        writer.Write(requestData);
                    }
                }
            }
            return request;
        }
 
return true;

The error that results:

System.Net.WebException: The remote server returned an error: (401) Unauthorized.
   at System.Net.HttpWebRequest.GetResponse()
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.<ScriptTask1Execute>g__TryForKey|1_1(<>c__DisplayClass1_0& )
   at Terrasoft.Core.Process.UsrProcess_3608a7dMethodsWrapper.ScriptTask1Execute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessScriptTask.InternalExecute(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.ExecuteItem(ProcessExecutingContext context)
   at Terrasoft.Core.Process.ProcessFlowElement.Execute(ProcessExecutingContext context)

Gareth Osler,

I was able to implement this in the end, if anyone happens this way and would like to know the solution by all means DM me.

Gareth Osler,

hello Gareth i want to do the same to export a forecast in business process can you please share with me the solution 

Hi Lewis,

I understand that you would like to bind custom reports from Excel reports builder to Creatio.

In that case, you have to bind data from three main objects (see the attached screenshot) using out-of-the-box data binding tools.

To bind columns and filters setup to Excel report, you have to bind data from SysProfileData table where key like 'IntExcelReportFilterDetail' or key like 'IntExcelReportPageIntRelatedSchemasDetail'.

Hi Patrick,

Unfortunately, the Excel reports builder is a free add-on, so there are no options for online assistance. The only support available is via the Creatio Community.

The add-on is quite simple and doesn't cover all complex cases. I recommend using an app guide as a list of available features. For example, the app doesn't allow downloading data from different objects in one spreadsheet. You could consider a workaround by developing a data view and downloading this data view like one object using the app.

Hi Pedro!

Could you please provide more details about the issue?

Specifically, the platform type (.NET Framework or .NET Core). Are you trying to install the add-on from the marketplace on a clean site, or is the site already customized?

Seems like the compilation system didn't process the external EPPlus.dl

Yevhen Vorobiov,

We are installing the package on a new clean site which uses the .Net Core platform. 

Best Regards,

Pedro Pinheiro

Pedro Pinheiro,

 

Please note, this add-on doesn't support .NET Core platform.

I recommend using .NET Framework.

As an update, I was able to uninstall the ExcelReports through the Installed Applications utility, but when I tried to uninstall the Excel Reports built in 2019 (see attached screenshots) I get an error that the package cannot be deleted because "Unable to delete the "IntExcelExport" package as it has dependent package "Beable_Customization"

See note above how we had to add the IntExcelReportSection client module to our custom package to get the package to compile (not sure why).

We deleted that component from our Beable_Customization package. I don't know what other component of the IntExcelReport package may be dependent/has a dependancy on the Beable_customization package. 

Hi Mary!

Regarding the first error, I recommend checking the EPPlus library.

It must be only in one package. You have to delete it from another one.

 

Regarding package relations. Please, recheck the dependence of "Beable_Customization" package. It could be connected to the "IntExcelExport" package (see an example in the attachment).

Hi Mitch,

Yes, this issue was reported, however we were unable to reproduce it. Please specify the following to help us reproduce the issue:

your Creatio product and version

add-on installation date

send us a template file without confidential data in a private message

Kind regards,

Ivan.

We are using Creatio Service, Sales, and Marketing v7.18.3 install date 11/1/2017

Mitch Kaschub,

Hi Mitch!



I recommend updating your add-on to the latest version as this issue was fixed in it.

You can find the latest version on this page:

https://marketplace.creatio.com/app/excel-reports-builder-creatio

This is not an issue with the Excel reports package but is due to an issue with new systems only including two records in the SysCulture table (that is my assumption of the issue). The package will attempt to write data to the SysPackageDataLcz table for cultures that do not exist in the system and cause the constraint violation when the package is installed.

If you report it to support, you can reference my open case about this issue #SR-01065588

Ryan

Thank you Ryan, in fact I noticed afterwards that the environment had some major problems. I wrote to the support.