Report panels in Create and detail views

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Mark
    Senior Member
    • Dec 2019
    • 143

    Report panels in Create and detail views

    Hi,

    I wanted to ask is it possible to put Report Panels in the create view. For our specific case we have a report that shows how many calls (Count) each employee has assigned to them every day (attaching the configuration). Ideally we want to see a row that shows how many calls the currently assigned user has for each day, so they could plan them more easily and avoid creating too many calls on some day. This would be somewhat similar to the planner functionality that you have in meeting entity. Any ideas how to implement something like this?​
    Attached Files
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #2
    Reports can't right now do this for you without additional coding.
    For someone who know how to code the easiest approach would be to create new notStorable field which will show information about number of calls probably.

    Comment

    • dreginald
      Member
      • Sep 2018
      • 89

      #3
      You can add a Field> count of calls Assigned and use entity\countRelated(LINK, [FILTER]) to show the value in the User.
      Or you can show the stats on the dashboard of the agents. Screenshot of a dashboard attached. Sharing ideas on what is feasible with ESPO CRM.

      Comment

      Working...