Skip to main content

Why Comments Cannot Be Used as Primary Module in Reports (CRM)

When building reports in Dazos CRM, you may notice that Comments appears as a selectable primary module option. However, selecting Comments as a primary module will result in reports that show no data.

Why Comments Cannot Function as Primary Module

The CRM requires users to define a single primary module and up to two submodules when building reports. Comments are linked distinctly to individual modules (Leads, Opportunities, Accounts, etc.), so selecting 'Comments' as a standalone primary module yields no data because comments cannot exist independently of their parent module.

Comments require a defined primary module context to generate results, as they are always attached to specific records within other modules.

How to Track Comments Across Multiple Modules

To create reports showing comments from different modules, you need to build separate targeted reports for each module where comments exist:

  • Comments Created Today - Leads: Set Leads as primary module and filter for today's comments

  • Comments Created Today - Opportunities: Set Opportunities as primary module and filter for today's comments

  • Comments Created Today - Accounts: Set Accounts as primary module and filter for today's comments

Each report will show comment activity specific to that module, providing comprehensive coverage of all comment activity across your CRM.

Primary module selection showing various module options


Best Practices for Comment Reporting

💡 Tip: Create a dashboard that displays multiple comment reports side-by-side to get a comprehensive view of all comment activity across modules.

Best Practice: Use consistent naming conventions for your comment reports to make them easy to identify and organize on dashboards.

⚠️ Note: While Comments appear in the primary module dropdown, this is a known limitation. The development team is aware of this configuration issue.

Related Resources

Did this answer your question?