Exporting Case Notes into a Report

Is there any way to export case notes into a report? We run client reports based on customer cases, but I haven't found any way to include the date-stamped notes into a final customer/case report. Any help would be much appreciated!

Hi,
Unfortunately this is not an option at present time. It will be however submitted as a feature request.
Kind Regards,
Alex

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How do you do your Excel export? Saving the file in a XLS format or creating a visual report?
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Hi
The changes and the latest updates in the database are not reflecting in reports,
even if i export the universe again.
and i have refreshed the reports, that even not reflecting.
i did Edit query and Run query this action also not bringing the latest data to reports
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You can search for KB articles on SAP Service Market Place .
Here is first :
Symptom
You make changes a local Universe in Designer.
When refreshing the report, in Desktop Intelligence, the results do not reflect Universe update.
It used to be enough to simply refresh report's data, for Dataprovider to show object changes from the Semantic layer.
Change of behaviour in SP3 codeline: the DeskI Query Panel does not automatically pick up the latest modifications made to the local Universe.
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Using BusinessObjects Desktop Intelligence XIR2 SP3:
Using your universe (eFashion), create and refresh a simple Desktop Intelligence report (.rep).
Make a simple change to the universe (like renaming a field/ object name) and save these changes.
Go back to the open DeskI report and try to refresh the data provider using: 'Data/Refresh Data'.
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However, if you follow the same workflow using XIR2 SP2, the universe update will be immediately visible (in the report) simply after refresh.
Cause
This is not a product regression, but intentional change in application's code delivered with FixPack3.1.
Fix Request ADAPT00818520 changed the application's behaviour: << When a restricted user is logged on to view a Desktop Intelligence document, prompt windows may be slow to open. >>
Resolution
In Desktop Intelligence menu, go to: Tools > Universes
Click 'Refresh'
Select and 'Import' your universe
Next, go to toolbar menu: Data > Edit Data Provider
In Query Panel, click 'Run' to regenerate the Query and interrogate the updated universe.
Only after following these actions will the .unv ammendments be visible in the report.
Here is second :
Symptom
Changes to object made for the Universe is not affected when refreshed from InfoView if we check 'Allow selection of multiple Contexts' in Universe Designer
Desktop Intelligence (Deski) Report still prompts for selection of contexts even if 'Allow selection of contexts' is unchecked for Universe
Row level Restriction is not applied correctly in InfoView(View Mode) when 'Allow selection of multiple Contexts' checked in the Universe Designer
Environment
BusinessObjects Enterprise XI 3.1 Service Pack 2 Fix Pack 2.6
Reproducing the Issue
Changes to object made in the Universe is not affected in InfoView(View mode) when 'Allow selection of multiple Contexts' is checked in Universe
1. Log in to Designer
i) Import Island Resort Marketing
ii) Go to Universe Parameter >> SQL
ii)Uncheck Allow Selection of Multiple Context
2. Create a new Desktop Intelligence(Deski) Report based on Island Resort Marketing
i) Drag the object Country in the Result's Pane
ii) Save and Export the report to the repository.
3. In Designer Change the Object Country under Resort from Resort_Country.country to
i) Resort_Country.country+'ddd'
Note: Uncheck Allow Selection of Multiple Context
ii) Save and Export the Universe
4. Log in to InfoView
i) View the report
ii) Refresh the report
iii) Changes to the object taken place i.e Country is concatenated with ddd
5. In the Universe Designer, change the Object Country under Resort from Resort_Country.country to
i) Resort_Country.country+'eee'
Note: Check Allow Selection of Multiple Context
ii) Save and Export the Universe
6. Log out from InfoView and login again
i) View the report
ii) Refresh the report
iii) Changes not taken place. Shows only Country instead of Country concatenated with eee.
Row level Restriction is not applied correctly in InfoView(view Mode) when 'Allow selection of multiple Contexts' checked for the Universe.
Import efashion Universe
Drag the Outlet_Lookup table into the objects pane on the left hand side
Create Row Level Restriction on the state field of Outlet_Lookup table as Outlet_Lookup.State=(u2018Texasu2019)
Apply the restriction to Administrator
Save and Export the Universe. Note: Uncheck Allow Selection of Multiple Context in Universe Parameter>>SQL
Log in to Desktop Intelligence (Deski) as administrator with Enterprise Authentication
Create a new Deski report
Drag the object state from the Outlet_Lookup table to the Results pane
Observed that the administrator is able to see only Texas which is expected behavior
Save and export the report
Log in to Infoview as Administrator
View the report. Refresh the report
Observed that the administrator is able to see only Texas which is expected behavior
Log in to Infoview as any user say Test User
View the report. Refresh the report
Observed that Test User is able to see all the states which is expected behavior
In the Universe Designer, Check Allow Selection of Multiple Context in Universe Parameter>>SQL for efashion Universe
Save and export the Universe
Log in to Infoview as Test user
View the report
Refresh the Report
TestUser is able to see only Texas which mean that the restriction is applied to Test User also
Cause
This is by Design as the 'Allow selection of multiple Contexts' forces selection of the context, which is not possible in Infoview, so that in Infoview it is assumed the Context is already selected and no SQL regeneration is required.
Resolution
Problem Description: Changes to object made in the Universe is not affected when refreshed from InfoView if we check 'Allow selection of multiple Contexts' in Universe Designer
Explanation:
If we modify an object and selects also the option 'Allow selection of multiple Contexts', it means that potentially there is more than one SQL that can be generated with the use of that object. Hence if a report is created in Deski, run and exported to enterprise, that means, one particular context (SQL) has been selected.
If you then update one or more of the objects again, the SQL will have to be regenerated in Deski for the right context to be selected for that particular report.
Therefore, if this option is used, for the objects to be updated, the SQL of the report will have to be regenerated in Deski, run and export it back to repository, then refresh the report in InfoView.
For Deski reports viewed in InfoView, it is not possible to evaluate the context on refresh. The report will always use the context stored with the report and same for the SQL. Therefore the Deski report will need to be imported locally, refresh it and then export it back to repository for the changes to take place.
Problem description: Desktop Intelligence (Deski) still prompts for selection of contexts even if 'Allow selection of contexts' is unchecked for Universe
Explanation:
The option 'Allow selection of Multiple Contexts' in Designer is not to disable the prompt. It will prompt you to select context if the object used is associated with context. The option is just to allow Deski to select multiple contexts at a time if in case the object used is associated with multiple contexts and accordingly generates the SQL.
However if we uncheck the option even if there are multiple contexts associated with the object used, it will allow selection of only one context at a time.
Problem Description: Issue with Row level Restriction when refreshed from InfoView with 'Allow selection of multiple Contexts' checked for the Universe.
Explanation:
We first have to regenerate the SQL in Deski, then export it to repository and refresh from InfoView for the changes to take place correctly. The explanation above applies.

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p_maxfc type rsiodynp4-calls default 10,
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Added markup to improve readability
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