Estimated billing data different on web vs. .csv

  • 1
  • Problem
  • Updated 2 years ago
  • Solved
When I run a report to list estimated billing amounts and actual billing amounts by project for a date range that includes dates in the future, the estimated billing summary amount changes between web version and .csv version.  It appears that when the report exports to .csv, rows where there is no actual billing data (ie dates in the future) are removed altogether, which therefore also removes estimated billing data. 
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Rachel Slaughter

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Posted 3 years ago

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Aashnee Kamboj, Community Moderator

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Hi Rachel,

Thank you for using Replicon Community!

May we please confirm the template that you are using in order to capture this data. In order to check the template go to Settings and Help us with the Report Type mentioned

Thanks,
Aashnee
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Rachel Slaughter

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Report Type = Project Team Time, Expense Cost & Billing template
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Aashnee Kamboj, Community Moderator

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Hi Rachel,

Unfortunately, I could not reproduce the issue. I may like to have a call with you. I have your contact details. All I need is a convenient time to reach you.

Thanks,
Aashnee
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Rachel Slaughter

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Thanks Aashnee - I am out of the country at the moment so can't take calls.  If you send me an email I'll send you screenshots and instructions on how to reproduce the issue. 
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Aashnee Kamboj, Community Moderator

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HI Rachel,

The issue is happening due to the option checked in your settings that says (Separate Currency and Amount). The system is not taking up the values with one column blank. I tried unchecking and exporting the report and the issue was resolved.

Thanks,
Aashnee
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Rachel Slaughter

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Thanks for the workaround, but this is still an issue.  I want to keep currency and amount separated and not have the rows disappear upon export.