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No Reports Exist With Developer Name: How to Fix Your CRM Snapshot: https://help.pm.leapevent.tech/a/1004834
CRM Snapshots are powerful, complex reports that come right out of the box in PatronManager. You can generate LYBUNT/SYBUNT queries, find first time ticket buyers, or find a combination of folks who have purchased tickets or made donations within a certain time frame!
Sometimes, however, you might save over the CRM snapshot template or accidentally toss it in the recycling bin, which throws a gnarly error - "No reports exist with DeveloperName:[ReportName]" - next time you try to access that snapshot.
Is all hope lost? No way! In this article, we'll show you how to recover your CRM snapshots. We'll also give you some tips to help make sure your snapshots don't play hide-and-seek on you again.
Ready? Let's go.
1. First, let's confirm which CRM snapshot was deleted
Before we search for the missing snapshot, we first need to find out what the error says. The error message is your key to undoing the snapshot's disappearance.
1. Go to the the CRM Snapshots tab
If you don't see the CRM Snapshots tab in your main tab bar, click on the App Launcher to view all tabs.
2. Find the broken snapshot
When the snapshot has been deleted or renamed, an error like this will show up.
3. Take note of the Developer Name - we'll need that to fix our Snapshot
In the above example, the Developer Name is "DonorsWithSum", but your error might have a different Developer Name depending on which snapshot was deleted.
2. Check the Recycle Bin
Let's confirm whether or not the report was accidentally tossed in the Recycle Bin within 15 days. If so, then this will be a quick fix!
2.1. Navigate to the Recycle Bin in the App Launcher
2.2. Change the Recycle Bin List View to "Org Recycle Bin"
2.3. Sort the Recycle Bin by the Record Name, and scroll to the name of the report that's missing
- Select the "Record Name" column to sort alphabetically
- Check the box next to the Report that we need to restore
- Select the "Restore" button
If you found the report and recovered it from the bin, then you're done!
If you don't find the report in the Recycle Bin, you'll need to recreate it
3. Recreate the CRM snapshot
If you didn't find the report in the recycle bin, that's okay! We'll just need to restore the report.
Click on the Developer Name (mentioned in the error you found in step 1) below for specific instructions.
Tickets
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Instance Non Buyers
- Report Unique Name: EventInstanceNonBuyers
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snapshot is now intact!
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "OK"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Instance Buyers To X But Not Y
- Report Unique Name: EventInstanceBuyersToXButNotY
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Here's our snapshot!
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "OK"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: EI Buyers to X but not Y (Date Filtered)
- Report Unique Name: EventInstanceBuyersToXButNotYDateFilter
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. You've fixed the snapshot!
1. Go to the Reports tab and click "New Report"
2. Search "first", select First Time Ticket Buyers, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: First Time Ticket Buyers
- Report Unique Name: FirstTimeTicketBuyers
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. What a relief!
1. Go to the Reports tab and click "New Report"
2. Search "only", select Only Time Ticket Buyers, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Only Time Ticket Buyers
- Report Unique Name: OnlyTimeTicketBuyers
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snapshot's back!
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "OK"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Buyers with Count
- Report Unique Name: BuyerEventCount
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snapshot is available again!
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Category Buyers with Count
- Report Unique Name: BuyerEventCategoryCount
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snapshot is now intact!
1. Go to the Reports tab and click "New Report"
2. Search "generic", select the Generic Supreme Query Report Type, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "OK"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Subscription Buyers with Count
- Report Unique Name: BuyerSubsCount
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snapshot is available again!
Donations
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors with Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Donors With Sum
- Report Unique Name: DonorsWithSum
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Glad you're back, snapshot
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors with Sum Set Intersection, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Donors With Sum Set Intersection
- Report Unique Name: DonorsWithSumSetIntersection
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Report away!
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors with Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Donors With Count
- Report Unique Name: DonorsWithCount
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Back in action!
1. Go to the Reports tab and click "New Report"
2. Search "account", select Account Donation Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All accounts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Account Donation Sum
- Report Unique Name: AccountDonationSum
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Welcome back, old friend
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors With Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Donated during period X but not period Y
- Report Unique Name: DonatedPeriodXButNotPeriodY
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Here it is!
Memberships
1. Go to the Reports tab and click "New Report"
2. Search "generic", select Generic Supreme Query, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Click "Start Report"
4. Show "All contacts" and set the Range to "All Time"
5. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
6. Click "Save"
7. Fill in the following information:
- Report Name: Expiring Members Template
- Report Unique Name: MembershipRenewal
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
8. Now the snapshot is ready to roll
1. Go to the Reports tab and click "New Report"
2. Search "snapshot", select Snapshot - Contacts with Users, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Click "Start Report"
4. Show "All contacts" and set the Range to "All Time"
5. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
6. Click "Save"
7. Fill in the following information:
- Report Name: Deactivate Lapsed Members Template
- Report Unique Name: ContactsWithUsers
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
8. Now the snapshot is ready to roll
The Full 360
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors With Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Instance Buyers With Donation Sum
- Report Unique Name: EventInstBuyersWithDonationSum
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Now the snapshot is ready to roll
1. Go to the Reports tab and click "New Report"
2. Search "donors", select Donors With Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Event Date Buyers With Donation Sum
- Report Unique Name: EventDateBuyersWithDonationSum
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. Lookin' snappy, Snapshot
1. Go to the Reports tab and click "New Report"
2. Search "patron", select Patron Revenue Sum, and click "Continue"
Make sure that you're in the "All" Category on the left side of the Report Type selection!
3. Toggle to the Filters panel - Show "All contacts" and set the Range to "All Time"
4. Add a filter that says "CRM Snapshot Result equals blank" and click "Apply"
Don't actually type "blank", just leave the field blank.
5. Click "Save"
6. Fill in the following information:
- Report Name: Patron Revenue Sum
- Report Unique Name: RevenueSum
- Report Folder: CRM Snapshot Reports
- Click "Save"
Make sure that the Report Unique Name is exactly the same as our instructions! If the Report Unique Name doesn't match above, the rebuilt report will not work.
7. The snap is back
I did these steps, but I'm still seeing the error message!
So you went through all the steps to rebuild the CRM snapshot report, but you're still receiving this error when you go to your CRM snapshots tab. Not to worry, here are some additional steps to try!
1. First, double check to make sure that the error is the same
Sometimes, after rebuilding a CRM snapshot report, you'll go back to the CRM snapshots tab and find that you still get the error message.
Before panicking, double check to see if the "No reports exist with DeveloperName" error message is still the exact same. The Developer Name in the error may be different, and may refer to a different CRM snapshot report.
If the Developer Name is different, go through the steps again to restore or rebuild the CRM snapshot report now referenced in the error message.
2. Check that the Report Unique Name for your rebuilt report is correct
Often, if the error message still appears in your CRM snapshots tab after you rebuild the report, the Report Unique Name for the rebuilt report may have a typo in it or a number added to the end of it.
If so, try fixing the Report Unique Name to match the instructions exactly, and see if that clears up the issue.
If the Report Unique Name won't save to match our instructions exactly, you'll probably get an error message saying "This Report Unique Name already exists or has been previously used. Please choose a different name."
If this happens, here are the next steps to take.
2.1. Re-check the Recycle Bin
Check the Recycle Bin again to make sure that the original report isn't there.
The report may have been saved with a different name, so you may need to restore all deleted reports from your organization's Recycle Bin to figure out which one has the Report Unique Name you need.
2.2. Have users check their Private Reports folders
This error can also happen if a user rebuilt this report previously and saved it to their Private Reports folder.
Have your users check their Private Reports folders for a report with the Report Unique Name you need. If someone has it in their Private Reports folder, ask them to move it to the CRM Snapshots folder.
2.3. Submit a case via the Client Community
If you can confirm that the report is not in the Recycle Bin and not in a user's Private Reports folder, it's likely that while the report is deleted, Salesforce hasn't fully purged the old report from your account.
Submit a case to the PatronManager Client Support team via the Client Community so our team can investigate further.
How do I make sure this doesn't happen again?
Though it's totally possible to recover CRM snapshots, it's daunting to have to recreate over and over. Below are a couple tips to help make sure you and your colleagues don't run into this issue again.
Don't delete the snapshot report
After you run a CRM snapshot, don't delete the report in the Reports tab - this deletes the snapshot template - no bueno!
Instead, delete it in the CRM snapshots tab
CRM snapshots safely delete themselves after 30 days unless you protect them. However, if you'd like to delete unused snapshots before then, you can click the delete button next to the snapshot in the "Queued/Completed Snapshots" section of the CRM snapshots tab. Here, you're just deleting a copy of the template - totally fine!
Make sure to "Save As", not "Save"
If you click "Save", the report with the Snapshot result will overwrite the CRM snapshot template and cause issues.
When you "Save As", you'll make a unique copy and be able to give your resulting report a unique name. This ensures the snapshot template will remain pristine and intact.
