Troubleshooting Document Template Reports

Posted by Rollbase User on 09-May-2012 14:00

I am working on a Document Template report but when it is run, it's not pulling any data from the object. Can you give me any trouble-shooting steps to follow? What are the ramifications of the object the report is built in? Right now, it's built on an object that I would consider to more of a parent object (Organizations) but I am wondering if it should be built further down in the chain of relationships. Is there any more documentation on placing of merge tokens (like loop begin and end)? Thanks!

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Posted by Admin on 09-May-2012 15:35

I'll add simple examples for template-based reports to Chapter 6.



Reports do not refer to any record but rather to all records of certain object type. So to access data records you can:

1. Use loops through all records - this may be expensive, try to avoid it

2. Use Query API or group functions (see Chapter 6), especially for summary info.

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