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Bug #138

open

System's "excel report" missing fields in custom layouts by column.

Added by George Howington over 2 years ago. Updated over 2 years ago.

Status:
Feedback
Priority:
High
Assignee:
Vaibhav Kamthe
Start date:
11/09/2022
Due date:
11/10/2022 (over 2 years late)
% Done:

0%

Estimated time:

Description

Hi Viabhav,

We ran into an issue earlier today. Excel reports are missing fields in the 'custom layout by column. I've verified this has been an existing issue. Please see the example below:

(1) This issue is in excel reports:

(2) I select the Report type "by columns:"

(3) If I scroll down to the "Policy Costs" header, there is only one available. Unfortunately, there should be more available...

(4) To Verify other field's availability, I check "Edit access rights"

(5) As you can see, the "Total Costs" field is among other fields that need to be displayed.

I suspect this is a ghosting issue depending how many fields are selected for availability. Please let me know if you have any questions and thank you,
--George


Files

clipboard-202211081800-pdq9m.png (63.9 KB) clipboard-202211081800-pdq9m.png George Howington, 11/09/2022 01:01 AM
clipboard-202211081803-ya08r.png (47.4 KB) clipboard-202211081803-ya08r.png George Howington, 11/09/2022 01:03 AM
clipboard-202211081805-uvwge.png (39.1 KB) clipboard-202211081805-uvwge.png George Howington, 11/09/2022 01:06 AM
clipboard-202211081808-fnwhv.png (30.2 KB) clipboard-202211081808-fnwhv.png George Howington, 11/09/2022 01:08 AM
clipboard-202211081812-o2gmx.png (124 KB) clipboard-202211081812-o2gmx.png George Howington, 11/09/2022 01:12 AM
clipboard-202301040901-qnpz4.png (7.42 KB) clipboard-202301040901-qnpz4.png George Howington, 01/04/2023 04:03 PM
clipboard-202301040902-wuxrf.png (11.9 KB) clipboard-202301040902-wuxrf.png George Howington, 01/04/2023 04:03 PM
Actions #1

Updated by Vaibhav Kamthe over 2 years ago

  • Status changed from New to In Progress
Actions #2

Updated by Vaibhav Kamthe over 2 years ago

Hi Greg, George,

I do not see any issue with the reported column, here are the tables and respective columns which are getting listed in the table.

$VAR1 = {

'policyproperties' => 'policyproperties__address1,policyproperties__address2,policyproperties__agency_fee,policyproperties__app_value,policyproperties__attached_palapa,policyproperties__city,policyproperties__colonia,policyproperties__condo_type,policyproperties__construction_type,policyproperties__construction_value_multiplier,policyproperties__country,policyproperties__debris_limit,policyproperties__debris_removal_deductible,policyproperties__distance_to_ocean,policyproperties__dwelling_deductible,policyproperties__exterior_assets,policyproperties__fire_alarms,policyproperties__gated_community,policyproperties__glass_deductible,policyproperties__glass_limit,policyproperties__has_lienholder,policyproperties__has_os,policyproperties__home_assistance,policyproperties__home_type,policyproperties__hurricane_co_insurance_amt,policyproperties__hurricane_coverage,policyproperties__hurricane_deductible,policyproperties__hurricane_deductible_amt,policyproperties__hurricane_settlement,policyproperties__international_medical,policyproperties__last_update,policyproperties__legal_owner,policyproperties__lien_account,policyproperties__lien_address1,policyproperties__lien_address2,policyproperties__lien_city,policyproperties__lien_company,policyproperties__lien_phone,policyproperties__lien_zip,policyproperties__loss_of_use,policyproperties__loss_of_use_deductible,policyproperties__losses,policyproperties__lot_number,policyproperties__medical_payments,policyproperties__mexico_vehicles,policyproperties__mexico_vehicles_current_insurer,policyproperties__mexico_vehicles_usa,policyproperties__mexico_watercraft,policyproperties__occupancy,policyproperties__os_construction_type,policyproperties__os_deductible,policyproperties__os_palapa,policyproperties__os_perils,policyproperties__os_roof_type,policyproperties__os_settlement,policyproperties__os_shake,policyproperties__os_sq_feet,policyproperties__os_value,policyproperties__os_wood,policyproperties__palapa_value,policyproperties__perils,policyproperties__personal_liability_limit,policyproperties__personal_property_deductible,policyproperties__personal_property_perils,policyproperties__personal_property_replacement,policyproperties__personal_property_settlement,policyproperties__property_dimensions,policyproperties__quake_co_insurance_amt,policyproperties__quake_coverage,policyproperties__quake_deductible,policyproperties__quake_deductible_amt,policyproperties__quake_settlement,policyproperties__rented,policyproperties__rfc_number,policyproperties__risk_notes,policyproperties__roof_type,policyproperties__scheduled_valuables,policyproperties__scheduled_valuables_accounts,policyproperties__scheduled_valuables_artwork,policyproperties__scheduled_valuables_business,policyproperties__scheduled_valuables_currency,policyproperties__scheduled_valuables_jewelry,policyproperties__scheduled_valuables_shrubs,policyproperties__scheduled_valuables_silverware,policyproperties__settlement,policyproperties__solar_amt,policyproperties__sq_feet,policyproperties__state,policyproperties__stories,policyproperties__storm_shutters,policyproperties__theft_deductible,policyproperties__theft_limit,policyproperties__theft_protection,policyproperties__value,policyproperties__year_built,policyproperties__zip,', 'policyowner' => 'policyowner__address1,policyowner__address2,policyowner__benefit_percent,policyowner__citizenship,policyowner__city,policyowner__company_name,policyowner__country,policyowner__dob,policyowner__dob_mdy,policyowner__employment,policyowner__final_destination,policyowner__first_name,policyowner__is_origin,policyowner__isowner,policyowner__isprimary,policyowner__last_name,policyowner__license_number,policyowner__license_state,policyowner__middle_name,policyowner__municipality,policyowner__phone,policyowner__phone2,policyowner__primary_address,policyowner__state,policyowner__us_ins_company,policyowner__us_ins_expiration,policyowner__us_ins_pol_number,policyowner__zip,', 'policyComms' => 'policyComms__agt_comm,policyComms__agt_dst_comm,policyComms__agt_dst_fee,policyComms__amount_owed_agent,policyComms__amount_owed_iig,',

'policyCosts' => 'policyCosts__total_cost,',
'policies' => 'policies__agtdst_office_code,policies__days_at_risk,policies__enter_date_day,policies__enter_date_dt,policies__enter_date_hms,policies__enter_date_mdy,policies__enter_date_mon,policies__enter_date_year,policies__leave_date_day,policies__leave_date_dt,policies__leave_date_hms,policies__leave_date_mdy,policies__leave_date_mon,policies__leave_date_year,',
'agtdstUsers' => 'agtdstUsers__address,agtdstUsers__admin_agtdst_maint,agtdstUsers__agent_issue,agtdstUsers__agent_name,agtdstUsers__agtdst,agtdstUsers__city,agtdstUsers__description,agtdstUsers__edit_agtdst_maint,agtdstUsers__email,agtdstUsers__enabled,agtdstUsers__enrollment_date,agtdstUsers__failed_attempts,agtdstUsers__force_password_change,agtdstUsers__locked_out,agtdstUsers__manager_over,agtdstUsers__office_code,agtdstUsers__password,agtdstUsers__password_timestamp,agtdstUsers__phone,agtdstUsers__recover_pass_answer,agtdstUsers__recover_pass_question,agtdstUsers__state,agtdstUsers__state_of_operation,agtdstUsers__sweep_from_account,agtdstUsers__sweep_from_agtdst,agtdstUsers__sweep_to_account,agtdstUsers__sweep_to_agtdst,agtdstUsers__tax_id_number,agtdstUsers__templ,agtdstUsers__termination_date,agtdstUsers__timestamp,agtdstUsers__view_agtdst_maint,agtdstUsers__zip,',
'policydetails' => 'policydetails__sales_time_day,policydetails__sales_time_dt,policydetails__sales_time_hms,policydetails__sales_time_mdy,policydetails__sales_time_mon,policydetails__sales_time_year,policydetails__sales_type_v,policydetails__underwriter_name,policydetails__underwriter_product,',
'policypowerunit' => 'policypowerunit__body_length,policypowerunit__engine_type,policypowerunit__license,policypowerunit__license_country,policypowerunit__license_state,policypowerunit__lien_account,policypowerunit__lien_address1,policypowerunit__lien_address2,policypowerunit__lien_city,policypowerunit__lien_country,policypowerunit__lien_name,policypowerunit__lien_phone,policypowerunit__lien_state,policypowerunit__lien_zip,policypowerunit__make_name,policypowerunit__max_speed,policypowerunit__model_name,policypowerunit__other_make,policypowerunit__other_model,policypowerunit__power_unit,policypowerunit__us_ins_company,policypowerunit__us_ins_exp_day,policypowerunit__us_ins_exp_mon,policypowerunit__us_ins_exp_year,policypowerunit__us_ins_expiration,policypowerunit__us_ins_policy_num,policypowerunit__value,policypowerunit__value_k,policypowerunit__vehicle_type_name,policypowerunit__vin,policypowerunit__year,',
'underwriters' => 'underwriters__agent_code,' };
Actions #3

Updated by George Howington over 2 years ago

Hi Vaibhav,

You might need to trace through the code. Although being available in the table and matches other entries in the excel general report, the end result shows the field not being available, as a choice, when building custom reports. Please review the concern and let me know if you have any additional questions.

Thanks,
--George

Actions #4

Updated by Vaibhav Kamthe over 2 years ago

  • Status changed from In Progress to Feedback
  • Assignee changed from Vaibhav Kamthe to George Howington

I can see all the columns from policy_costs are getting listed, only thing is they are getting listed under different category.

Updated by George Howington over 2 years ago

Hi Vaibhav,

I still only see 'Toal Cost' as the only option. I should be seeing, at the very least, "Underwriter Fee," "Underwriter Premium," "Underwriter Tax," etc along with "Total Cost" as they are set up the same.

I don't see these fields available under the different tables:

Please let me know if you have any questions. This is not fixed.

Thanks,
--George

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