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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.
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Comments require a defined primary module context to generate results, as they are always attached to specific records within other modules.
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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.
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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.
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✅ Best Practice: Use consistent naming conventions for your comment reports to make them easy to identify and organize on dashboards.
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⚠️ Note: While Comments appear in the primary module dropdown, this is a known limitation. The development team is aware of this configuration issue.
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Related Resources

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