Leads Filter Result on other page

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  • dev_hackz
    Junior Member
    • Jun 2023
    • 1

    Leads Filter Result on other page

    I have next call date column in leads.I want to filter todays calls and display result in other entity or other page.
  • lazovic
    Super Moderator
    • Jan 2022
    • 809

    #2
    Hi dev_hackz,

    In this case, Reports (Advanced Pack extension feature) will suit you best. With them, you can easily filter leads by field value and see all the results.

    You can learn more about reports here: https://docs.espocrm.com/user-guide/reports/.

    You can test their work on the demo version of EspoCRM or on the cloud version of EspoCRM: https://www.espocrm.com/demo/.

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    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      You can create a filter just for yourself, or create a Global Filter which all your User can use.

      I heard the Reports can make it possible to create Global Filter using the GUI instead of code. Code wise it is quite easy to do from my experience, I follow a video tutorial.

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