Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
Issue
When refreshing an Excel report in FYI, the following error message is displayed:
- "Error running report: There was an internal error while processing the request"
Cause
This error can occur when filters have been manually applied to columns in the Data tab of the Excel report.
Solution
Remove any filters that have been manually applied to columns in the Excel report's Data tab:
- Open the Excel report and select a Data tab, for example, Data - Time. If the report contains multiple Data tabs, check each one.
- Remove any filters you have manually applied to the columns. Filtered columns display a funnel icon.
- Select Refresh Report Data in the FYI drawer.
Once the report has refreshed successfully, apply any required filtering using the pivot table on the Report tab instead of filtering columns in the Data tab. This allows the report to refresh while displaying the required data.
If the error continues after removing the filters, create a new report instead of refreshing the existing report.