Q: A user is getting an error when trying to run or build a report. What permission do they need? A: Users need access to the Reporting module, which is controlled by role-based permissions. Contact your Satuit administrator to confirm the user has the appropriate reporting role assigned. If you are unsure which specific permission is needed, contact Satuit Support with the username and the error message.
Q: My scheduled report failed and the error says to check the Event Log, but I can't find it. What do I do?
A: The Event Log referenced in the error message is a server-side log not accessible to end users. Contact Satuit Support and provide the report name, the time it was scheduled to run, and the error message text. Support can review the server logs and identify the cause.
Q: A scheduled report stopped sending emails even though it ran successfully last month. What changed?
A: A common cause is an incorrect or outdated "From Email" address in the System Configuration. Contact Satuit Support to verify the FromEmail setting. Additionally, confirm that the email address associated with the user who set up the scheduled report is still valid and active in the system.
Q: Can I see or run another user's scheduled reports?
A: By default, users can only see their own scheduled reports. There is no built-in shared report scheduler view. As a workaround, the user who owns the scheduled reports can share the saved view or report template with you, allowing you to set up your own copy of the scheduled report.
Q: I'm getting an "Item cannot be found" error when running a standard report like Opportunity Detail. What's wrong?
A: This error indicates a problem with the Reporting Services configuration on the backend — the report item cannot be located on the report server. Contact Satuit Support to have the reporting configuration corrected. This is not something end users can resolve independently.
Q: Can I schedule a report to run automatically and email results to my team?
A: Yes. Go to Reporting > Report Scheduler and configure the report with the desired schedule, recipients, and format. Ensure the email addresses listed for recipients are valid. If emails are not arriving, check the system's FromEmail configuration (contact Satuit Support if needed) and confirm the recipients' email addresses are correct.