Error: The file could not be downloaded. Object reference not set to an instance of an object. – when downloading planned marketing effort segments to csv or xls

In Marketing and Communications, a Marketing Plan can be created.  From that plan a Marketing Effort can be generated.  When following this process, calculating the segment counts, and then attempting to download the segments to CSV or XLSX, the error is generated.
Download and install the latest Service Pack which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.  

Steps to Duplicate

Prerequisite: Planned Effort
 
  1. Go to Marketing and Communications functional area
  2. Select Direct Marketing Efforts
  3. Select the Planned Efforts tab
  4. Click the hyperlink on an existing planned effort (or create one under Marketing and Communications>Marketing Plans)
  5. On the Segment Summary tab select Add
  6. Enter a name
  7. Save
  8. Click on Assumptions
  9. Add a package
  10. Save
  11. Go back to Direct Marketing Efforts>Planned Efforts
  12. Click the down chevron
  13. Click Create effort from plan
  14. Select a template (type does not matter)
  15. Select the Create effort tab
  16. Make sure there is a name
  17. Save
  18. On the Segments tab, click Add
  19. Choose a segment type to add (type does not matter)
  20. Populate the required fields on the Add segment form
  21. Save
  22. Calculate segment counts
  23. Once completed, under Tasks, select Go to [effort name]
  24. On the segments tab, click the Excel icon
  25. Select Download to CSV or XLSX (doesn’t matter which)
  26. Observe error.
 
 

Environment

 Blackbaud CRM
 4.0
 4.0
 Blackbaud CRM 4.0.170 (Service Pack 11)

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